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Author: Jeffrey A. Schoenblum Publisher: Anderson Publishing Company (OH) ISBN: 9780870842597 Category : Business & Economics Languages : en Pages : 697
Book Description
This extensive compilation of forms & clauses encompasses not only wills, but all aspects of estate planning, including: * Investment & management powers of fiduciaries * Generation-skipping transfer tax provisions * Marital deduction provisions * Discretionary, spendthrift & sprinkle trusts * Tax apportionment provisions * Living wills & other medical directives Professor Schoenblum's revision provides a broad selection of essential will & trust forms & clauses, containing more than twice the number of forms & clauses as its predecessor. Some of the most eminent estate planning practitioners have contributed to this volume, including: Dennis Belcher, Edward Benjamin, Jr., Jerry Horn, Frederick Keydel, Donald Kozusko, Gerald Le Van, Conrad Moore, Malcolm Moore, Lloyd Plaine, Sanford Schlesinger, Charles Sever, III, Douglas Siegler, & Robert Vaughn, Jr. This collection of estate planning forms & clauses is an invaluable working tool for any attorney engaged in probate practice.
Author: Jeffrey A. Schoenblum Publisher: Anderson Publishing Company (OH) ISBN: 9780870842597 Category : Business & Economics Languages : en Pages : 697
Book Description
This extensive compilation of forms & clauses encompasses not only wills, but all aspects of estate planning, including: * Investment & management powers of fiduciaries * Generation-skipping transfer tax provisions * Marital deduction provisions * Discretionary, spendthrift & sprinkle trusts * Tax apportionment provisions * Living wills & other medical directives Professor Schoenblum's revision provides a broad selection of essential will & trust forms & clauses, containing more than twice the number of forms & clauses as its predecessor. Some of the most eminent estate planning practitioners have contributed to this volume, including: Dennis Belcher, Edward Benjamin, Jr., Jerry Horn, Frederick Keydel, Donald Kozusko, Gerald Le Van, Conrad Moore, Malcolm Moore, Lloyd Plaine, Sanford Schlesinger, Charles Sever, III, Douglas Siegler, & Robert Vaughn, Jr. This collection of estate planning forms & clauses is an invaluable working tool for any attorney engaged in probate practice.
Author: Jeffrey A. Schoenblum Publisher: ISBN: 9781522135661 Category : Estate planning Languages : en Pages :
Book Description
Estate Planning Forms and Clauses presents a comprehensive compilation of forms and clauses encompassing not only wills and trusts but all aspects of estate planning, with special attention to tax considerations and consequences.
Author: Jeffrey A. Schoenblum Publisher: ISBN: 9781522197515 Category : Estate planning Languages : en Pages :
Book Description
Estate Planning Forms and Clauses presents a comprehensive compilation of forms and clauses encompassing not only wills and trusts but all aspects of estate planning, with special attention to tax considerations and consequences.
Author: L. Rush Hunt Publisher: ISBN: Category : Business & Economics Languages : en Pages : 316
Book Description
An estate plan can have several elements--a will; an assignment of power of attorney; a living will or healthcare proxy; and in some cases, a trust. As an estate planner, you must be mindful of both federal and state laws governing estates when assembling plans for clients. Estate Planning Forms, by L. Rush Hunt, covers all elements of estate planning in detail with easy-to-follow, time-saving forms. This book empowers attorneys to establish trusts to reduce estate and gift taxes and to distribute assets to the heirs without the costs, delays, and publicity of probate court. The primary purpose of Estate Planning Forms is to ensure that the greatest amount of the estate passes to the estate owner's intended beneficiaries. With the guidance in this book, you will be able to offer greater protection of your client's assets from creditors and lawsuits. CD-ROM Included!Includes the following forms: Letters of engagement Privacy notices Powers of attorney Wills Pre and post-marital agreements Trusts
Author: Jeffrey A. Helewitz Publisher: Aspen Publishing ISBN: 1543847641 Category : Law Languages : en Pages : 568
Book Description
Helewitz's Basic Wills, Trusts, and Estates for Paralegals is a concise and practical guide to the planning and administration of wills, trusts, and estates. This succinct, simple, and straightforward introduction to all the basics of wills, trusts, and estates law was specifically designed for paralegal students. Continuing examples describing four different families provide an accessible structure and helpful point of reference for students learning the intricacies of estate planning. Highlights include: A straightforward introduction that provides a student-friendly orientation to the subject Clear and concise coverage of key topics A review of the sources of property law, trusts, and taxes A helpful guide to drafting documents related to wills and trusts Step-by-step instruction for completing the entire federal estate tax return State-by-state analysis of trust and estate law Four families/clients threaded through the text exemplify the intricacies of estate planning Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises Sample forms in the appendix New to the Ninth Edition: General and state-specific sections concerning admissibility and restrictions for electronic wills Updated codes and case law for the comparison of estate law in the different jurisdictions Updated tax thresholds and rules Updated federal and state documents and forms New case studies in each chapter cover such issues as: QTIP trusts The impact of Covid on the execution of wills Claims against an escheated estate Wrongful prolongation of life Professors and students will benefit from: Comprehensive coverage of the key topics includes a review of the sources of property law, trusts, and taxes, topics not thoroughly covered in other texts. Clearly written text and lively examples help students understand the law. A straightforward introduction that provides a student-friendly orientation to the subject Clear and concise coverage of key topics A helpful guide to drafting documents related to wills and trusts Step-by-step instructions for completing the entire federal estate tax return State-by-state analysis and comparison of trust and estate law Four families/clients threaded through the text exemplify the intricacies of estate planning Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises Sample forms in the appendix Examples and explanations pedagogy engages students with the material. Practical approach appeals to programs with shorter, less theoretical courses.
Author: Aryeh Guttenberg Publisher: Data Trace Media ISBN: 9781574000375 Category : Law Languages : en Pages : 1088
Book Description
Renowned Maryland trusts & estates attorney, Aryeh Guttenberg, has drawn from his extensive experience to bring you strategies & forms for virtually every situation you will encounter. His insightful commentary provides a thorough discussion & analysis of sophisticated strategies & many key areas of estate planning, including explanations of The Maryland Law of Wills, Organizational Checklist of Wills, The Unified Gift & Transfer Tax System, Generation-Skipping Transfer Tax, Guide to Selection of Personal Representative, Trustees & Guardians, Formula Clauses for Wills & Trusts, Special Right of Election in Maryland, Q DOTS, Power of Appointment, Types of Joint Ownership, Disclaimers & Uses of Dynasty Trusts. This book gives you instant access to forms for virtually every situation that are adaptable for your clients. From preparing simple wills to complex wills & trusts, you will find forms both in the book & on the companion CD-ROM. The forms are arranged as modular templates so that you can customize your document creation with the easily interchangeable provisions & even create your own library of wills & trusts.
Author: Jeffrey A. Schoenblum
Author: Jeffrey A. Schoenblum
Author: Jeffrey A. Schoenblum
Author: Jeffrey A. Schoenblum
Author: Dianne Reis
Author: W. Thomas Coffman
Author: Jeffrey A Schoenblum
Author: L. Rush Hunt
Author: Prentice-Hall, Inc
Author: Jeffrey A. Helewitz
Author: Aryeh Guttenberg