Author: Jay A. Soled
Publisher: American Bar Association
Published: 2002
Total Pages: 348
ISBN-13: 9781590310946
DOWNLOAD EBOOK →This comprehensive book is a guide to help circumnavigate the estate-planning world and specific changes EGTRRA has brought and will sensitize lawyers to the estate planning needs of their clients in a legal environment that is in transition. To assist in the navigation process, many of the nation's top estate-planning experts and practitioners have been assembled to participate in the production of this book
Author: Maurice D. Lee, III
Publisher:
Published: 1990-08
Total Pages: 48
ISBN-13: 9780831804930
DOWNLOAD EBOOK →Author: Joint Committee on Continuing Legal Education (U.S.)
Publisher:
Published: 1968
Total Pages: 208
ISBN-13:
DOWNLOAD EBOOK →Author: Michael T. Palermo
Publisher: Sterling Publishing Company, Inc.
Published: 2004-12-11
Total Pages: 276
ISBN-13: 9781402718380
DOWNLOAD EBOOK →The Essential Guide to Wills, Trusts, and you personal legacy. What you need to know before consulting you attorney.
Author: Carmina Y. D'Aversa
Publisher: American Bar Association
Published: 2006
Total Pages: 392
ISBN-13: 9781590316832
DOWNLOAD EBOOK →Numerous and often complicated issues are involved in estate planning for minor children, including taxation, education funding, insurance, disability, and making arrangements in the event of an adult's incapacity or death. Combining core legal concepts with practical wisdom, this is a ready reference to the federal and state laws involving planning for minors. Includes sample forms, tables, forms, and drafting examples. Accompanying CD-ROM contains forms.
Author: Wayne M. Gazur
Publisher: Aspen Publishing
Published: 2015-04-27
Total Pages: 576
ISBN-13: 1454869003
DOWNLOAD EBOOK →This casebook introduces students to the principles of estate planning and challenges them to analyze simulated client scenarios. Featuring a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations. A forms supplement on a CD is an additional tool for giving students practice with drafting exercises.
Author: Edward M. David
Publisher:
Published: 1982
Total Pages: 174
ISBN-13: 9780831804091
DOWNLOAD EBOOK →This self-study guide covers such areas as the lawyer's role as estate planner, special classes of persons, family business interests, joint ownership, trusts, drafting of wills and deeds of trust, liquidity and post-death tax planning.
Author: William P. Streng
Publisher: John Wiley & Sons
Published: 2016-02-08
Total Pages: 736
ISBN-13: 1119157129
DOWNLOAD EBOOK →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.
Author: Elmer Gertz
Publisher:
Published: 1983
Total Pages: 204
ISBN-13:
DOWNLOAD EBOOK →How you build your estate on a day-to-day basis will determine whether your wishes regarding your assets and heirs will he fulfilled.In this book three prominent professionals with vast estate-planning experience provide the information you need to work efficiently with your personal legal and financial advisors and estate-planning specialists; the object is to minimize income, gift, and death taxes, as well as to assure ease of transfer while carrying out your goals and desires. Writing in language you can understand, Elmer Gertz, Theodore G. Gertz, and Robert K. Garro guide you through the applicable law of each state."A Guide to Estate Planning "is designed to increase your awareness of the pertinent problems in arranging your assets so that you can best realize your hopes and potentials. Gertz, Gertz, and Garro present their essential information in six chapters: Asset Ownership and Lifetime Planning; Lifetime Planning Techniques; Trusts at Death; Unified Transfer Tax; Administration of Property at Death; and Estate Plans. The authors have organized sample estate plans according to marital, financial, and chronological examples designed to present the information in as clear a manner as possible."