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Author: Ray D. Madoff Publisher: ISBN: 9780808056348 Category : Languages : en Pages :
Book Description
Practical Guide to Estate Planning provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate.
Author: Ray D. Madoff Publisher: ISBN: 9780808056348 Category : Languages : en Pages :
Book Description
Practical Guide to Estate Planning provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate.
Author: Ray D. Madoff Publisher: CCH ISBN: 9780808092339 Category : Business & Economics Languages : en Pages : 844
Book Description
Practical Guide to Estate Planning provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. It is divided into four major sections, the first of which provides a general view of the estate planning process.
Author: Michael John Perkins Publisher: ISBN: 9780409328264 Category : Estate planning Languages : en Pages : 649
Book Description
Trusts and estates practice has become increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book.
Author: Sebastian V. Grassi Publisher: Ali ABA ISBN: Category : Business & Economics Languages : en Pages : 206
Book Description
"This book is a general overview of issues an estate planning advisor may need to address when preparing an estate plan for a family with a special need[s] child ...--Intro.
Author: Ray D. Madoff Publisher: ISBN: 9780808041252 Category : Business & Economics Languages : en Pages : 0
Book Description
Practical Guide to Estate Planning provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate. This reference, with its wealth of basic information as well as its impressive assortment of forms and supporting materials, offers something of interest for everyone. Its clarity and organization, augmented by well-constructed examples, practice tips, diagrams and charts, make it a work that will be useful to both the newcomer and the experienced pr
Author: Ray D. Madoff Publisher: Cch Incorporated ISBN: 9780808020080 Category : Business & Economics Languages : en Pages : 1252
Book Description
Provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. Features a well-annotated collection of forms that will appeal to many experienced estate planners. This Guide: Addresses the rules involved in estate planning and structures to achieve desired tax effects; Discusses gifts, generation-skipping transfer tax rules and charitable planning; Contains a set of estate planning forms, including a living trust, an irrevocable life insurance trust, annual exclusion trusts, a pour-over will, QPRT and more
Author: Ray D. Madoff
Author: Ray D. Madoff
Author: Ray D. Madoff
Author: Ray D. Madoff
Author: Ray D. Madoff
Author: 
Author: Michael John Perkins
Author: Sebastian V. Grassi
Author: Ray D. Madoff
Author: Patricia M. Annino
Author: Ray D. Madoff