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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 Incorporated ISBN: 9780808039280 Category : Estate planning Languages : en Pages : 0
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, as witnessed by its wellannotated 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 generationskipping transfer tax rules and charitable planning, which encompass the use of private foundations and splitinterest 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 pourover 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 wellconstructed examples, practice tips, diagrams and charts, make it a work that will be useful to both the newcomer and the e
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 Gau Publisher: Cengage Learning ISBN: 9781401817985 Category : Business & Economics Languages : en Pages : 317
Book Description
This text was written by an attorney and experienced paralegal instructor who applied his first-hand knowledge of estate planning in developing this engaging look at the subject. He designed this practical, step-by-step guide by discussing and defining concepts and issues in the context of three fictional families. Enabling students to relate theoretical concepts to "real-life" scenarios in this way is a proven manner of enhancing learning, retention and application of the material. Through this method, students will learn about traditional estate planning documents such as wills, trusts, and powers of attorney. And, they will consider alternatives to formal estate planning documents including gifts, contracts, and beneficiary designations. This guide emphasizes practical concerns of drafting estate planning documents, and provides numerous examples of such documents for students to examine and apply to the estate planning efforts for the text's three fictional families.
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: Ray D. Madoff Publisher: ISBN: 9780808052623 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 practitioner in the field. The 2020 Edition covers the legislative, regulatory and judicial developments that are of most importance to estate planners, bringing you up to date in this constantly changing area.
Author: Robert E. Kass Publisher: Carob Tree Press ISBN: 9780985681401 Category : Estates (Law) Languages : en Pages : 368
Book Description
A comprehensive but "plain English" layman's guide to settling a decedent's estate. Based on Michigan law, but useful to anyone settling an estate in any state.
Author: Michael John Perkins Publisher: ISBN: 9780409339482 Category : Decedents' estates Languages : en Pages : 0
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. This fourth edition includes : The professional responsibility of estate practitioners engaged in estate planning. The roles and practical boundaries of the varying professional disciplines in estates practice. The impact of digital property in defining the extent of an estate including the recent recognition of Bitcoin as property by the Australian Taxation Office. The significance of territorial connections of clients and the impact of fiscal transparency initiatives such as the Common Reporting Standard on managing estate administration of Australian located clients. Updated legislation and case referencing with expanded examples of estate administration issues and discussion of initial planning responses
Author: Ray D Madoff Publisher: ISBN: 9780808055013 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. 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 practitioner in the field. The 2021 edition addresses the rules involved in estate planning, the various ways in which estates may be structured to achieve desired tax effects, and a new section discussing deductibility of cash gifts to public charities under the coronavirus (COVID-19) legislation. In addition, the chapter entitled "Estate Planning with Retirement Benefits" contains complete coverage of the SECURE Act.
Author: Gudrun Maria Nickel Publisher: Sourcebooks, Inc. ISBN: 1572485582 Category : Law Languages : en Pages : 278
Book Description
#1 Florida Probate Book SIMPLIFY SETTLING AN ESTATE Settling a loved one's estate - whether a will is present or not - is not difficult, but it is filled with legal technicalities you have to know. Probate and Settle an Estate in Florida clarifies all of these rules and takes you through the process in an easy-to-understand fashion. Let it help you put this trying time behind you . LEARN HOW TO: Navigate Through the Probate Process End Claims Made by Creditors Prioritize Your Responsibilities to the Estate Close an Estate with No Will READY-TO-GO FORMS with Step-by-Step Instructions ESSENTIAL DOCUMENTS YOU NEED TO: Protect your family Distribute property Resolve tax-related matters Finalize outstanding issues And much more. "Their legal survival guides are dynamite and very readable." - Small Business Opportunities "Explaining the way the law works." - Daily Herald "Sphinx [legal guides] are staples of legal how-to collections." - Library Journal