Download or read book Selected Tax Issues in Estate Planning written by Continuing Education of the Bar--California and published by . This book was released on 1992 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Federal Estate and Gift Taxation written by Stephanie J. Willbanks and published by West Academic Publishing. This book was released on 2004 with total page 280 pages. Available in PDF, EPUB and Kindle. Book excerpt: The focus of the book is on chapters 11, 12, and 13 of the Internal Revenue Code. Discusses selected income tax issues, but only in contrast with, or as an adjunct to, a discussion of the estate and gift tax treatment of those issues. This book is not an estate planning book or a comprehensive guide to the federal tax implications of all gratuitous transfers. Contains sections on deductions and credits and on the generation skipping transfer.
Download or read book Are Death and Taxes Still Certain Tax and Non tax Issues in Estate Planning written by and published by . This book was released on with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Personal and Business Estate Planning written by Gary K. Stone and published by . This book was released on 1976 with total page 500 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book JK Lasser s New Rules for Estate Retirement and Tax Planning written by Stewart H. Welch, III and published by John Wiley & Sons. This book was released on 2014-09-19 with total page 320 pages. Available in PDF, EPUB and Kindle. Book excerpt: Current, relevant estate, retirement and tax planning strategies with expert insight and advice JK Lasser's New Rules for Estate, Retirement and Tax Planning is the authoritative guide to estate, retirement and tax planning, fully updated to reflect new changes and legal updates. Written by some of the most recognized experts in the field, this book offers useful planning advice for people of various ages and income levels, including information on retirement planning, trusts, charitable contributions, gifts, life insurance, and wills. In this guide, you'll find up-to-the-minute facts, valuable insight, and solid strategies to help you preserve your wealth and plan your estate under current tax rules. The helpful companion website provides spreadsheets, tools, and additional reading to help you get organized, while the book's expert guidance provides the background information you need to prepare properly. Estate planning is a complex topic, made even more complex by constantly changing laws. Failing to plan properly can result in your loved ones losing out on much of your hard-earned assets, and researching the topic on your own can be a minefield of assumptions, misunderstandings, and potential legal consequences. New Rules for Estate, Retirement and Tax Planning helps you sidestep the confusion, distilling the information down to what's relevant and current. This practical resource covers a wealth of important issues, including: Estate planning, taxation, and investing for maximum growth The role of wills, executors, and trusts, and how to treat charitable contributions Life insurance, retirement planning, Social Security claiming strategies and the do's and don'ts of gifting Business planning, including succession, asset protection, and family limited partnerships You've worked hard your entire life. You managed to accumulate assets. New Rules for Estate, Retirement and Tax Planning will help you maximize the transfer of your assets to the people and charities you love rather than the federal government in the form of taxes.
Download or read book Manning on Estate Planning written by Jerome A. Manning and published by . This book was released on 2014-06-07 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Long pending estate tax decisions were finally made by Congress in 2012 that have a significant impact on estate planning into the future. The new seventh edition of Manning on Estate Planning provides a comprehensive guide to the current law and regulations after the recent changes. Written by practitioners with more than 75 years of combined planning experience, Manning on Estate Planning, Seventh Edition has been the planning tool of choice for seasoned professionals who want sound advice on how to craft flexible, individualized estate plans that help clients reach tax and non-tax goals. Manning on Estate Planning, Seventh Edition provides a comprehensive survey of the features, advantages, drawbacks, risks, and current and future viability of every available planning vehicle, including: -giving you a working knowledge of the pros, cons, and viability of QTIPs, QDOTs, QSSTs, ESBTs, straight income trusts, charitable lead trusts, grantor trusts, private annuities, and many other strategies -enabling you to carefully consider all pertinent planning contexts and contingencies, including family issues, before crafting tailor-made plans for each client, and -helping you deal effectively with IRS special valuation rules, the GST tax, the federal income tax treatment of qualified employee benefit plans, and other especially complex issues. Manning on Estate Planning provides practical guidance throughout, helping you: -exploit exemptions that protect lifetime transfers from gift taxes -assess each client's planning objectives and select the right planning strategies -draft airtight planning documents -avoid the problems specific to certain planning strategies -devise effective plans that deal with the changes created by the American Taxpayer Relief Act of 2012 -deploy separate trusts to help clients qualify for the GST exemption -help couples exploit the marital deduction -structure inter vivos trusts to provide estate tax-free assets for children, and -defer taxes by picking the right beneficiaries of a qualified retirement program. Filled with practical suggestions and planning tips, Manning on Estate Planning, Seventh Edition, is your comprehensive guide to the many changes in estate planning. Updated at least once a year, Manning on Estate Planning is an essential reference for professional estate planners and tax attorneys and a useful and accessible resource for any individual concerned about estate planning.
Download or read book JK Lasser s New Rules for Estate Retirement and Tax Planning written by Stewart H. Welch, III and published by John Wiley & Sons. This book was released on 2019-02-05 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: The popular handbook to estate planning, now updated for 2018 Since its first publication in 2002, New Rules for Estate, Retirement, and Tax Planning has sold more than 40,000 copies, providing a solid, accessible introduction to estate planning for any age or income bracket. Now in its sixth edition, Estate, Retirement, and Tax Planning continues this tradition, covering such topics as trusts, donations, life insurance, and wills in easy-to-understand language that offers valuable insights and solid strategies to help you preserve your wealth and plan your estate so that your assets go where you want with a minimum of taxes and government interference. This comprehensive guide answers such common questions as: How much do I need to retire comfortably? How do I protect my children’s inheritance? How do I ensure planned donations are made after I’m gone? And many more. The Sixth Edition is also fully updated to reflect changes following the 2018 Tax Cuts and Jobs Act, so that you can learn how new regulations could impact your inheritance and trusts. Other notable features include advice on working with elderly parents and introducing financial planning to children and teenagers, in addition to a list of professional advisers and a glossary of estate planning terms. Understand estate planning and obtain solid strategies for growing your wealth Explore asset protection and succession planning strategies Discover how recent updates to the tax code could affect you and your heirs Stay informed of any relevant law changes with an author-managed web site Estate, Retirement, and Tax Planning contains a wealth of valuable information for any adult who needs help planning their financial future, from the established professional heading toward retirement, to the young adult looking to understand the basics. Wherever you are in your journey, use Estate, Retirement, and Tax Planning to ensure your legacy is protected.
Download or read book Estate Planning written by Los Angeles County Law Library (Calif.) and published by . This book was released on 1963 with total page 12 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 Estate Planning written by William P. Streng and published by John Wiley & Sons. This book was released on 2015-12-29 with total page 737 pages. Available in PDF, EPUB and Kindle. Book excerpt: Plan ahead: estate planning to secure your wishes Estate Planning is your overview of the estate planning concepts that are necessary to consider when advising your clients about the different facets of wealth transfer planning. This fundamental reference presents the basic estate, gift, and trust planning ideas in a descriptive and accessible manner—allowing you to easily and conveniently access the information you need when you need it. This essential text covers the development of estate planning strategies for your clients, the fundamentals of the federal transfer tax system, relevant federal income tax rules, lifetime donative asset transfers, gratuitous property transfers at death, generation-skipping transfers, special property transfer planning considerations, and post-mortem planning. When done effectively, estate planning enables your clients to make both lifetime and testamentary transfers of assets to beneficiaries of their choice. In the process, strategic, successful estate planning strategies conserve wealth for these beneficiaries, who are often family members of the client. Leveraging the right methods of estate planning can ensure that you achieve your client's objectives. Explore the fundamentals of estate planning as they relate to wealth transfer planning Dive into special property transfer planning considerations, including community property, life insurance, charitable transfers, closely held corporations, etc. Better serve your clients by having access to relevant, easy to navigate information on estate planning best practices Reinforce these new ideas with a comprehensive test bank Estate Planning is your guide to estate planning concepts that help you protect your assets during wealth transfer—and prepare for your assets to change hands as smoothly as possible.
Download or read book Best Practices for Structuring Trusts and Estates written by and published by Aspatore Books. This book was released on 2010 with total page 211 pages. Available in PDF, EPUB and Kindle. Book excerpt: Best Practices for Structuring Trusts and Estates provides an authoritative, insiders perspective on key strategies for structuring trusts and developing estate plans to meet client needs. Featuring partners from law firms across the nation, these experts guide the reader through the different phases of the estate planning process and the key considerations for each phase. These top lawyers reveal their advice for understanding the unique concerns facing todays clients, as they discuss how best to manage estate planning when there is uncertainty about the federal estate tax, continuous changes in family dynamics, and an increasing number of clients who travel frequently or are non-citizens. From evaluating structures for a new trust to modifying an existing trust, these authors stress the importance of structuring a trust to meet specific client goals. Additionally, these leaders comment on ways to mitigate the threat of online estate planning options available to clients. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating this ever-evolving area of law.
Download or read book Estate Planning written by Wayne M. Gazur and published by Aspen Publishers. This book was released on 2008 with total page 500 pages. Available in PDF, EPUB and Kindle. Book excerpt: Using a case-study and problems approach, Estate Planning: Principles and Problems, Second Edition, introduces students To The principles of estate planning - progressing from fundamental to complex issues - and then encourages application of those principles by asking students to analyze short problems and exercises using real life client situations. This comprehensive and straightforward Coursebook Series paperback includes a CD containing a broad assortment of common and necessary forms employed in an estate planning practice that can be used to provide students with the drafting experience they will need as practicing attorneys. This hands-on coursebook is organized for maximum effect: fundamental issues are discussed first, then the authors move on to more complex issues, providing the student with the building blocks necessary to master the topics each chapter begins with an overview of topics covered, followed by a more detailed discussion of legal doctrines and principles case studies and exercises emphasize problems and solutions that arise in the actual estate planning process exercises and case studies explore a broad variety of issues and allow flexibility in teaching adaptable organization presents a life-cycle progression reflecting the changing needs of clients from youth through old age, and modest wealth to significant wealth an electronic forms supplement in CD effectively supports a drafting component To The course, essential to master the techniques coverage of federal tax issues is provided for those who wish to teach it, but the topic can be taught or omitted at the instructor's discretion a bibliography at the end of each chapter provides extensive reference sources Completely revamped with a new cover and a new title that better reflects its scholarly nature and comprehensive scope, The Second Edition offers further refinements: updated text to reflect developments in particular subject matters such as the Health Insurance Portability and Accountability Act of 1996, Circular 230 opinion letters, Rule Against Perpetuities, same-gender relationships, asset protection and Medicaid planning revised forms to reflect changes in the law since the First Edition Chapter 16 has been expanded into two chapters: one providing a comprehensive overview of the wealth transfer tax and planning techniques, and the other dealing with probate administration and preparation of the federal estate tax return now includes full texts of crucial cases and rulings, As well as teachable cases, such as: People v. Berge (attorney conflict of interest ethical discipline case) in Re Marriage of Guinn (marital property division case) Estate of Maria Cristofani (Crummey trusts) Revenue Ruling 2004-64 (defective grantor trusts) Revenue Ruling 95-58 (settlor's power to choose trustees) Audrey J. Walton (zeroed-out GRATs) Revenue Ruling 93-12 and Technical Advice Memorandum 9436005 (minority interest discounts) Revenue Ruling 66-167 (waiver of personal representative fees) Revenue Ruling 2006-26 (QTIP IRA trusts) Give your students the best preparation possible For The issues they will face in estate planning. Estate Planning: Principles and Problems, Second Edition , provides the opportunity for students not only to analyze realistic case studies but to experience the hands-on preparation of the appropriate forms and documents.
Download or read book International Tax and Estate Planning written by and published by . This book was released on 2003 with total page 524 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Tax Issues in Estate Planning and Probate in Virginia written by James S. D. Eisenhower and published by . This book was released on 1996 with total page 157 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book J K Lasser s New Rules for Estate and Tax Planning written by Harold I. Apolinsky and published by Wiley. This book was released on 2005-03-04 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: A complete guide to planning an estate under today's tax rules When it comes to your estate--no matter how big or small it may be--you shouldn't leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialist Harold Apolinsky and expert financial planner Stewart Welch III know this better than anyone else, and in the Revised and Updated Edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers important issues, such as: * How new legislation will impact inheritances and trusts * Estate and generation-skipping tax planning * The role of wills, executors, and trusts * Treatment of charitable contributions * The do's and don'ts of gifting * Life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show you how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.
Download or read book Advanced Tax Issues in Estate Planning written by American Bar Association. Section of Taxation and published by . This book was released on 1989 with total page 362 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Tax Issues in Estate Planning and Probate in Colorado written by Susan R. Harris and published by . This book was released on 1995 with total page 159 pages. Available in PDF, EPUB and Kindle. Book excerpt:
