A Modern Approach to Wills, Administration and Estate Planning (with Precedents)

A Modern Approach to Wills, Administration and Estate Planning (with Precedents) PDF

Author: Christopher Whitehouse

Publisher:

Published: 2015

Total Pages: 0

ISBN-13: 9781784730543

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Written by leading lawyers in the field, this popular guide to the tax-efficient drafting of wills, estate planning and administration provides practitioners with help and guidance on everyday estate planning and will drafting and discusses the typical problems and pitfalls that may be encountered in practice. The precedents have been carefully selected to deal in a straightforward fashion with common needs of clients. The book begins by looking at the essential legal framework of wills, trusts and taxation through a combination of detailed and authoritative commentary, worked examples and expertly drafted precedents. It then examines specific topics including: transferable nil rate band, using IPDIs, provision for children, pilot trusts, gifts, APR and BPR, obtaining the grant, instruments of variation and disclaimer, constituting and administering the will, and tax efficient administration. This edition has been extensively revised and includes four new chapters: Notes for the Will Draftsman Gifts to Charity and the Reduced IHT Rate Obtaining the Grant Constituting and Administering the Will The authors' narrative commentary is supplemented by 40 precedents which are included on an accompanying CD-ROM, allowing users to download and adapt each document as necessary.

A Modern Approach to Wills, Administration and Estate Planning (with Precedents)

A Modern Approach to Wills, Administration and Estate Planning (with Precedents) PDF

Author: Christopher Whitehouse

Publisher:

Published: 2020-05-18

Total Pages: 806

ISBN-13: 9781784734633

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Written by leading lawyers in the field, this popular guide to the tax efficient drafting of wills, estate planning and administration provides practitioners with help and guidance, and discusses the typical problems and pitfalls that may be encountered in practice. The precedents have been carefully selected to deal in a straightforward fashion with the common needs of clients.The book begins by looking at the essential legal framework of wills, trusts and taxation through a combination of detailed and authoritative commentary, worked examples and expertly drafted precedents. It then examines specific topics including: transferable nil rate band, using IPDIs, provision for children, pilot trusts, gifts, APR and BPR, instruments of variation and disclaimer, and tax efficient administration.The authors narrative commentary is supplemented by 40 precedents which are included on an accompanying CD-ROM, allowing users to download and adapt each document as necessary.

A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents)

A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents) PDF

Author: Chris Whitehouse

Publisher: Jordan Publishing (GB)

Published: 2016

Total Pages: 0

ISBN-13: 9781784731045

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A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents) deals with the legal aspects of tax planning for private clients. It is a companion volume to the popular A Modern Approach to Wills, Administration and Estate Planning (with Precedents). This work begins by looking at the essential legal framework of giving and tax law through a combination of detailed and authoritative commentary, worked examples and precedents. It then examines specific topics including: trusts and settlements, the family, and looks at particular assets such as the family home, CGT main residence relief, chattels, businesses and farms, investments, and insurance based products. It then goes on to examine tax planning using statutory reliefs and exemptions including joint ownership of land/sharing arrangements, gifts for family maintenance, normal expenditure out of income and charitable giving. This new edition includes: * Introduction of the Residential Nil Rate band (Finance (No 2) Act 2015) * Effect of the Taxation of Pensions Act 2015 * The impact of the Inheritance and Trustees Powers Act 2014 * Changes to IHT charges on relevant property trusts * Full text of the STEP Standard Provisions and STEP Investment Policy The authors' narrative commentary is supplemented by numerous precedents which are included on an accompanying CD-ROM, allowing users to download and adapt each document as necessary. [Subject: Tax Law, Inheritance Law]

Wills, Trusts, and Estate Administration

Wills, Trusts, and Estate Administration PDF

Author: Janis Walter

Publisher:

Published: 2021-03

Total Pages: 648

ISBN-13: 9780357452196

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Master the basics of estate planning and bequeathing property to others through wills and trusts with Walter/Wright's market-leading WILLS, TRUSTS, AND ESTATE ADMINISTRATION, 9E. This reader-friendly approach, designed specifically for paralegals, familiarizes you with the latest laws and procedures, including the Uniform Probate Code, the new Uniform Electronic Wills Act and the Uniform Partition of Heirs' Property Act. Packed with engaging, visually driven content and enhanced by detailed exhibits and a writing style free of confusing legalese, this edition introduces the important role that paralegals and other legal professionals play in this critical area of law. You examine the latest relevant laws, review court procedures and learn about tax implications and ethical choices. Throughout the text user-friendly case summaries, state-specific examples, practical assignments and detailed documents guide your learning while actual contemporary examples of issues prepare you for success as a paralegal.

Wills, Trusts, and Estates Administration

Wills, Trusts, and Estates Administration PDF

Author: Suzan D. Herskowitz

Publisher: Prentice Hall

Published: 2007

Total Pages: 0

ISBN-13: 9780131720268

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Using practical, self-contained chapters, this book provides an overview of wills, trusts, and estates and can easily support a variety of programs and audiences. Designed with flexibility in mind, it captures the complexities of the field, while maintaining a clear tone that is accessible and concise. Throughout the book, core concepts are reinforced by illustrations, charts, tables, and appellate court cases. This edition features updated case materials and statutes, new sample estate forms, additional end-of-chapter questions, new projects and an added chapter on alternate family lifestyles. Captures the complexities of the field, while maintaining a clear tone that is accessible and concise. Uses language and tone that is accessible to the novice, yet still engaging for the more critical reader. Case materials and statutes give readers the most up-todate legislation and decisions. Addresses contemporary family issues such as adoption, blended families, non-married couples, and grandparents raising children. Estate forms reflect the changes to the law and to practical practice issues. Specifically designed for the legal professional.

Wills, Trusts, and Estates, Eleventh Edition

Wills, Trusts, and Estates, Eleventh Edition PDF

Author: Robert H. Sitkoff

Publisher: Aspen Publishing

Published: 2021-11-01

Total Pages: 1524

ISBN-13: 1543824471

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Buy a new version of this textbook and receive access to the Connected eBook with Study Center on CasebookConnect, including: lifetime access to the online ebook with highlight, annotation, and search capabilities; practice questions from your favorite study aids; an outline tool and other helpful resources. Connected eBooks provide what you need most to be successful in your law school classes. Learn more about Connected eBooks. Widely hailed as one of the best casebooks in legal education, this comprehensive text combines interesting cases, thoughtful analysis, notes, images, and a clear organization for an excellent teaching tool. Cartoons, illustrations, case documents, and photographs provide engaging visual commentary. Sidebars on relevant persons, places, and things provide interesting and sometimes humorous context. A comprehensive Teacher’s Manual provides a complete teaching summary of all materials in the book, and comprehensive PowerPoint slides provide helpful structure for classroom organization. New to the Eleventh Edition: New section on will execution during the COVID-19 pandemic, with attention to reconciling “presence” with social distancing Updated and completely revised section on electronic or digital wills, with attention to the latest cases and statutes Updated to account for the 2021 and 2019 revisions to the Uniform Probate Code that, among other things, eliminated gender-based distinctions and expanded recognition of non-biological parent-child relationships Updated coverage of wealth and income inequality and new material on recent proposals for a wealth tax Updated and completely revised section on trust decanting, with attention to the latest statutory and case law developments Updated and completely revised section on asset protection trusts, with attention to key choice-of-law and fraudulent transfer principles Professors and students will benefit from: Unique blend of wit, erudition, insight, and playfulness retained from the late Jesse Dukeminier Organization that covers all the key topics in a logical and clear format Interesting cases that are not only fun to read, but fun to teach Cases enhanced and connected to broader legal principles by well-written connective text, notes, questions, problems, and sidebars Arresting two-color design Cartoons, illustrations, wills and other case documents, and photographs that provide visual commentary and teaching aids Teaching materials include: Teacher’s Manual that provides a complete teaching summary of all materials in the book PowerPoint slides that provide explanatory diagrams and structure for classroom discussion Transition Guide Sample Exams Sample Estate Planning Documents

A Practitioner's Guide to Wills

A Practitioner's Guide to Wills PDF

Author: Lesley King

Publisher: Wildy, Simmonds & Hill Publishing

Published: 2023-01-04

Total Pages: 0

ISBN-13: 9780854902965

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Revised and fully updated, the fifth edition of A Practitioner's Guide to Wills provides a practical and comprehensive reference for all those concerned in drafting and interpreting wills, and in giving effect to their provisions. Among matters considered in the fifth edition are: - What are the requirements for the virtual witnessing of wills executed during the Covid-19 pandemic? - What can be done to help prevent a successful challenge to a will if the testator's capacity or intention might be an issue? -To what extent can the terms of a will give rise to a need to register a trust with HMRC? - What are the pitfalls if creating a will trust where it is hoped to claim the inheritance tax residential nil rate allowance? - Do nil rate band discretionary trusts still have a purpose in estate planning? - How does the court now deal with disputes over the interpretation of wills in light of Marley v Rawlings and family provision claims after Ilott v Blue Cross? The book also contains an extensive range of specimen clauses and model wills are set out in a separate appendix. All precedent material in the book is included on the accompanying CD-ROM.

Wills, Trusts, and Estates in Focus

Wills, Trusts, and Estates in Focus PDF

Author: Naomi R. Cahn

Publisher: Aspen Publishing

Published: 2019-02-04

Total Pages: 802

ISBN-13: 1543807089

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In a typical Wills, Trusts, and Estates (WTE) class there are both students who want to practice in WTE (either exclusively, or as part of a general practice), and those who need only to master the general concepts in order to pass the bar exam. Wills, Trusts, and Estates in Focus by Naomi R. Cahn, Alyssa DiRusso, and Susan Gary attends to the needs of both sets of students. For those who will practice in WTE, the concepts are presented in an engaging way and exemplified by realistic hypothetical scenarios that mirror practice and support the development of lawyering skills. For those who need only to pass the bar, the organization of the text is keyed to multi-state essay examination topics as presented on the multi-state bar exam. The well-crafted pedagogy of the Focus Series makes WTE concepts and procedure clear and accessible for all students. Case Previews shed light on each succinctly-edited case, provide legal context, and direct students to the issue at hand. Post-Case Follow-Ups review the decision and prepare students to apply the relevant legal principles to the set of exercises that follow, called Real Life Applications. Professors will appreciate the accessible approach of Wills, Trusts, and Estates in Focus, which combines straightforward narrative explanations with real-world examples, and problems designed to engage students in active learning. Features of Wills, Trusts, and Estates in Focus: Insightful authorship: The author team consists of three well-known academics with expertise in WTE and complementary areas such as family law, charities, elder law, and tax. All are elected Fellows of the American College of Trust and Estate Counsel (ACTEC), the leading professional organization of trust and estates attorneys. Conscious modernization of the WTE casebook that balances major landmark cases and 21st century authorities, including recent case decisions and developments in the law (such as the 2017 Tax Cuts and Jobs Act) Thorough coverage of core topics, combined with the Focus Series pedagogy Manageable problem sets that allow students to apply doctrine to realistic fact scenarios Research and drafting exercises that support the development of practice-based skills Professors and students will benefit from: Clear writing that promotes the learning outcomes of student competencies in knowledge and understanding of both the substantive and procedural law of WTE legal analysis and reasoning problem-solving how to exercise proper professional and ethical responsibilities with regard to clients and the legal system A balanced emphasis on practice readiness and bar-exam readiness An author team with experience writing for students, practitioners, and lay people A clear and logical book structure and chapter organization, with cross-references to related coverage in other chapters Appendices that provide examples of how doctrine maps on to practice, as in will contest pleadings and probate filings Teaching materials include: Teacher’s Manual with straightforward case summaries and answers to all problems Sample 3-credit syllabus