Download or read book The Tools Techniques of Trust Planning written by Stephan Leimberg and published by . This book was released on 2019-06-05 with total page 456 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Tools & Techniques of Trust Planning, 2nd Edition provides advisers with the most up-to-date information about the creation, administration, and modification of trusts for legal and estate planning professionals. Not only does this title deliver an expert overview of general trust information, but it explains how to use specific types of trusts to solve unique planning problems. Explorations of different types of trusts include detailed knowledge about: The types of trusts that are most commonly used How each type of trust came to be used The possible tax consequences for grantors and beneficiaries of using a particular type of trust The requirements for each type of trust and how they should be drafted How planning professionals such as attorneys, accountants, investment advisers, and trust officers should administer the trust to achieve the client's stated planning goals over the life of the trust In contrast to academic trust publications that focus on the ramifications of various trust terms and deep case law analysis, this resource provides a refreshing alternative in the form of a succinctly written collection of chapters on trending topics in trust planning. New in the 2nd Edition: Completely updated information to reflect the 2017 Tax Cuts and Jobs Act A new chapter on trust planning topics for blended families Updated state, federal, and international law updates for asset protection trusts New and more detailed real-world examples of trust planning scenarios that are most commonly encountered by planning professionals Current compliance and best practice information to help planners and other professionals avoid common mistakes and improve client satisfaction Topics Covered: The Role of Trust Protectors Marital Deduction and Bypass Trusts 2503(b) and 2503(c) Trusts Trusts and Divorce Trust Amendments Special Needs Trusts S Corporations and Trusts Grantor Retained Interest Trusts And more! See the "Table of Contents" section for a full list of topics As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of trust planning and confidently meet their needs.

Download or read book The Tools Techniques of Trust Planning 2nd Edition written by Stephan Leimberg and published by . This book was released on 2019 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Tools and Techniques of Estate Planning 20th Edition written by Stephan Leimberg and published by . This book was released on 2021-04-27 with total page 1074 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Tools & Techniques of Estate Planning covers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk of health issues for aging clients. With topics that are applicable for both large and small estates, this title enables estate planners to: Help clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions; Help clients effectively preserve their assets under current law; Handle a wide variety of estates and specific circumstances; and Save significant amounts of time with exclusive estate planning tools. This book features easy-to-understand, real-world examples from expert authors on which techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. New in the 20th Edition: There have been several updates in tax legislation since the release of the prior edition, many of which affect estate planning. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. This edition features: Updates resulting from the SECURE Act, affecting qualified retirement plans; New information on COVID-19 related tax changes for employee benefit plans; Employee retention credit under the CARES Act; Coverage of new IRS valuation tables in addition to the prior valuation tables; Updated ERISA compliance and reporting requirements; and Updated tax information, including the new 2021 COVID-19 stimulus and CAA bills. Topics Covered: Practice of estate planning Choosing the right professionals for estate planning Ownership and transfer of property Estate, gift, GST, and income tax considerations for estate planning The use of revocable and irrevocable trusts in estate planning The use of life insurance in estate planning Planning for incapacity and special needs Valuations issues Charitable giving Using employee benefits to meet estate planning goals Intra-family wealth transfers and business succession planning And more! See the "Table of Contents" section for a full list of topics As with all of the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of estate planning and confidently meet their needs.

Download or read book The Tools and Techniques of Trust Planning 3rd Edition written by Stephan Leimberg and published by . This book was released on 2022-10-13 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This title covers the types of trusts that are most commonly used and the possible tax consequences for grantors and beneficiaries of using a particular type of trust. It details requirements for each type of trust and provides practical advice on how they should be drafted. In addition, this title addresses how planning professionals such as attorneys, accountants, investment advisers, and trust officers should administer the trust to achieve the client's stated planning goals over the life of the trust New in the 3rd Edition: A new Chapter 24 on the Spousal Lifetime Access Trust (SLAT), including the advantages, disadvantages and potential uses and important planning pointers in the design, funding and administration of a SLAT, particularly as they relate to possibly being able to direct SLAT funds to the donor spouse? Updates on Special Needs Trusts, including how the Special Needs Trust Fairness Act allowed an individual with a disability or their agent under a power of attorney to establish a d(4)(A) trust for that individual's benefit Updates to Community Property law, including a discussion of "full" basis step adjustment and an update to the states that permit a couple to create a community property trust The latest on domestic asset protection trust legislation, with an introductory focus on Alaska and Delaware, followed by a brief overview of each of the other DAPT states, including the new legislation in Connecticut, Indiana and Alabama. Updated information on trusts and divorce, including how, since passage of the Tax Cuts and Jobs Act of 2017, some states have decoupled from the federal income tax rule regarding alimony. A new chapter on Spousal Lifetime Access Trust (SLATS), including the advantages and disadvantages of these trusts, the assets best suited for these trusts and issues around the donor spouse Updated state, federal, and international law updates for asset protection trusts Topics Covered: Explorations of different types of trusts include detailed knowledge about: Spousal lifetime access trusts (SLATs) Marital and By-Pass Trusts Community Property Trusts Irrevocable Life Insurance Trusts Trusts and Divorce Revocable Living Trusts Inter Vivos QTIP Trusts Supplemental Needs Planning Grantor Retained Interest Trusts Charitable Trusts Qualified Personal Residence Trusts Domestic Asset Protection Trusts Offshore Asset Protection Trusts Trusts for Unique Assets and Difficult Situations and Blended Families And more! See the "Table of Contents" section for a full list of topics As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of trust planning and confidently meet their needs.

Download or read book The Tools and Techniques of Estate Planning written by Stephan R. Leimberg and published by . This book was released on 2017-07-14 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The 18th edition of The Tools & Techniques of Estate Planning provides the tools and techniques that every estate planner, financial planner, and insurance professional needs to help their clients preserve their assets under current law. It is completely updated and delivers numerous enhancements including new guidance on Data Gathering and Analysis; Death Tax Apportionment; Digital Assets, and much more.

Download or read book Tools Techniques of Life Insurance Planning written by Stephan R. Leimberg and published by . This book was released on 2004 with total page 600 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Tools Techniques of Estate Planning for Modern Families 2nd Edition written by Stephan R. Leimberg and published by . This book was released on 2017-01-06 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Tools & Techniques of Estate Planning for Modern Families, 2nd Edition, discusses the estate planning issues that are unique to modern families. It moves from a basic estate planning overview to a discussion of the unique issues in today's modern families. It also includes tax issues, premarital and relationship formalization considerations, and lifetime estate planning options. This second edition has extensive changes to it and focuses even more on the specific problems of the "modern family" in today's world. This resource is filled with practical advice and examples in an easy to understand language. Following are the topics covered in detail for this edition: » Best practices for working with any Modern Family » Planning for divorce » Planning for remarriage and blended families » International couples » Unmarried couples » Cohabitation agreements » Estate planning for same-sex couples » Advising transgendered clients » Adoption and defining descendants » Artificial reproductive technologies » Planning for clients with longer life spans » Planning for clients with faded capacity » Digital assets Written and edited by these renowned experts in the estate planning field, The Tools & Techniques of Estate Planning for Modern Families is the authoritative but practical resource you can rely on: Author: Stephan R. Leimberg Executive Editors: Wendy S. Goffe and Kim Kamin

Download or read book Tools Techniques of Estate Planning 18th Edition written by Stephan R. Leimberg and published by . This book was released on 2017 with total page 1467 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Living Trusts for Everyone written by Ronald Farrington Sharp and published by Skyhorse Publishing Inc.. This book was released on 2010 with total page 147 pages. Available in PDF, EPUB and Kindle. Book excerpt: Explains how living trusts work, discusses the different types of trusts, compares living trusts with wills, and offers advice on selecting an attorney.

Download or read book The Tools Techniques of Financial Planning written by Stephan R. Leimberg and published by . This book was released on 1986 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Tools and Techniques of Estate Planning written by Stephan R. Leimberg and published by . This book was released on 1982-01-01 with total page 447 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Tools and Techniques of Estate Planning 19th Edition written by Stephan Leimberg and published by . This book was released on 2019-01-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: In the course of a single year, estate planning has been directly affected by numerous, significant revisions to the law. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. The Tools & Techniques of Estate Planning, 19th edition, applies the trusted Tools & Techniques approach to all aspects of modern estate planning, enabling you to: Help your clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions Help your clients effectively preserve their assets under current law Handle a wide variety of estates and specific circumstances Save significant amounts of time with exclusive estate planning tools In addition to everything that made the first eighteen editions of The Tools & Techniques of Estate Planning so effective and popular, this new edition delivers several enhancements including: Cover-to-cover updates to reflect changes in tax code that were enacted in the 2017 Tax Cuts and Jobs Act A new chapter on planning techniques that utilize the new Section 199A Qualified Business Income (QBI) deduction Significantly updated chapters on trust planning and income tax considerations in estate planning This book features easy-to-understand, real-world examples from expert authors on what techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. Readers will learn the most important issues and planning techniques to help clients plan every aspect of their estate. In these pages you'll also find reliable, practice-based analyses of hundreds of recent cases and rulings, helping you assist your clients in making the best decisions for themselves and for their families.

Download or read book The Art of Agile Development written by James Shore and published by "O'Reilly Media, Inc.". This book was released on 2008 with total page 436 pages. Available in PDF, EPUB and Kindle. Book excerpt: For those considering Extreme Programming, this book provides no-nonsense advice on agile planning, development, delivery, and management taken from the authors' many years of experience. While plenty of books address the what and why of agile development, very few offer the information users can apply directly.

Download or read book The Tools Techniques of Trust Administration written by Stephan Leimberg and published by . This book was released on 2019-09-25 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: What are trusts? Why do we need trusts? Find detailed answers to these questions in The Tools & Techniques of Trust Administration, which addresses fundamental concepts related to trusts. It provides an in-depth look at the issues most commonly faced by professional advisers who are creating, administering, modifying, or terminating a trust, such as: The process of creating a trust Selecting trust professionals, including trustees, trust protectors, and investment advisers and other professionals Deciding how to fund a trust Deciding how to protect and invest trust assets How to meet tax and other legal obligations while administering a trust How to fulfill the grantor's wishes with respect to distributions to the designated beneficiaries In addition, this book contains important information for advisers about what trusts can, and can't, do to meet the long-term planning needs of clients. Topics Covered: This first edition features 23 brand new chapters on topics related to trust information, covering: State and federal laws governing trusts administration The rights of beneficiaries, including disclaimers, trust accounting, and maintaining relationships with the professionals who are advising and serving the trust Tax filing requirements for trust administrators The roles that various advisers serve, including trustees, trust protectors, attorneys, CPAs, and investment advisors Using family and friends as trustees vs. corporate trustees Trust forms Valuation of trust assets And More! See the "Table of Contents" section for a full list of topics As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of trust administration and confidently meet their needs.

Download or read book Family Trusts written by Hartley Goldstone and published by John Wiley & Sons. This book was released on 2015-10-05 with total page 324 pages. Available in PDF, EPUB and Kindle. Book excerpt: An insightful and practical guide to family trusts Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love. Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust; you'll learn what type of person makes the best trustee, how to be an excellent beneficiary, and the technical aspects that help you build a better trust from the very beginning. There's been a staggering increase in trustee/beneficiary litigation and hostility, but that doesn't mean it's inevitable. Plenty of trusts are running smoothly, with positive experiences on all sides. This book shows you how to set up your trust to succeed from the start, with step-by-step guidance and expert insight. Express clear and thoughtful intent for the trust Create a healthy and supportive culture Select the right trustee, trust protector, and trust advisor Take the time to prepare before initially meeting the beneficiary Conduct a productive first meeting to set a tone for the relationship Historically, there has been little consideration given to the culture of trusts, and this oversight may be a key driver of the behavior that's becoming more prevalent. Family Trusts explores the nature of these relationships, and shows you how to build a trust that retains the nature and spirit with which it was intended.

Download or read book Surface and Underground Excavations 2nd Edition written by Ratan Raj Tatiya and published by CRC Press. This book was released on 2013-05-13 with total page 906 pages. Available in PDF, EPUB and Kindle. Book excerpt: Surface and Underground Excavations – Methods, Techniques and Equipment (2nd edition) covers the latest technologies and developments in the excavation arena at any locale: surface or underground. In the first few chapters, unit operations are discussed and subsequently, excavation techniques are described for various operations: tunnelling, drifting, raising, sinking, stoping, quarrying, surface mining, liquidation and mass blasting as well as construction of large subsurface excavations such as caverns and underground chambers. The design, planning and development of excavations are treated in a separate chapter. Especially featured are methodologies to select stoping methods through incremental analysis. Furthermore, this edition encompasses comprehensive sections on mining at ‘ultra depths’, mining difficult deposits using non-conventional technologies, mineral inventory evaluation (ore – reserves estimation) and mine closure. Concerns over Occupational Health and Safety (OHS), environment and loss prevention, and sustainable development are also addressed in advocating a solution to succeed within a scenario of global competition and recession. This expanded second edition has been wholly revised, brought fully up-to-date and includes (wherever feasible) the latest trends and best practices, case studies, global surveys and toolkits as well as questions at the end of each chapter. This volume will now be even more appealing to students in earth sciences, geology, and in civil, mining and construction engineering, to practicing engineers and professionals in these disciplines as well as to all with a general or professional interest in surface and underground excavations.

Download or read book Splitting Heirs written by Ron Blue and published by Moody Publishers. This book was released on 2008-01-01 with total page 215 pages. Available in PDF, EPUB and Kindle. Book excerpt: Finish well. That is what we are called to do in Scripture, but where will our money and possessions finish? The Bible has the principles that provide answers to the challenge of parenting and passing along an in heritage. Within the next decade, over ONE TRILLION DOLLARS will change hands from one generation to the next. Individuals with adult children will need to transfer that wealth without ruining their heirs' lives. Ron Blue, an authority on personal and business finance, will help: ~Identify exactly how much money would be transferred were the reader to die today ~Identify the need for creating a will ~Identify tax-wise financial planning ~Teach the way to leave money without creating an unhealthy dependence