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Author: Angela M. Vallario Publisher: ISBN: 9781611635157 Category : Estate planning Languages : en Pages : 0
Book Description
Written specifically for those in the state of Maryland (or studying Maryland estate planning), The Fundamentals of Estate Planning provides a unique opportunity to bring the practical aspect of estate planning into the classroom. The casebook provides text, relevant Maryland and Federal Statutes, forms and checklists used to interview and draft estate planning documents. Major topics include drafting of wills, testamentary trusts, inter vivos trusts, powers of attorney and advance medical directives for tax sensitive and non-tax sensitive client scenarios. Additionally, the casebook provides an overview of the ancillary issues including elder law, Medicaid, guardianship, estate administration and will caveats. The book is accompanied by a CD which contains sample forms.
Author: Angela M. Vallario Publisher: ISBN: 9781611635157 Category : Estate planning Languages : en Pages : 0
Book Description
Written specifically for those in the state of Maryland (or studying Maryland estate planning), The Fundamentals of Estate Planning provides a unique opportunity to bring the practical aspect of estate planning into the classroom. The casebook provides text, relevant Maryland and Federal Statutes, forms and checklists used to interview and draft estate planning documents. Major topics include drafting of wills, testamentary trusts, inter vivos trusts, powers of attorney and advance medical directives for tax sensitive and non-tax sensitive client scenarios. Additionally, the casebook provides an overview of the ancillary issues including elder law, Medicaid, guardianship, estate administration and will caveats. The book is accompanied by a CD which contains sample forms.
Author: L. Rush Hunt Publisher: American Bar Association ISBN: 9781590313664 Category : Business & Economics Languages : en Pages : 242
Book Description
This book provides an introduction to the basics of estate planning and will make this area of the law more accessible to the nonspecialist.
Author: William P. Streng Publisher: John Wiley & Sons ISBN: 1119157129 Category : Business & Economics Languages : en Pages : 736
Book Description
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: Denis Clifford Publisher: NOLO ISBN: 9780873375801 Category : Business & Economics Languages : en Pages : 476
Book Description
Covers everything from the basics about wills and living trusts to sophisticated tax-saving strategies for all estates, large and small.
Author: Carolynn Tomin Publisher: ISBN: 9781939829573 Category : Languages : en Pages : 0
Book Description
This new First Edition, Updated for 2013, includes all of the most current estate and gift tax amounts and exemptions resulting from the American Taxpayer Relief Act of 2012. Amounts are updated throughout the book in the examples, practitioner's pointers, client situations, end-of-chapter review questions and all learning content.
Author: Angela M. Vallario
Author: Angela M. Vallario
Author: Constance J. Fontaine
Author: L. Rush Hunt
Author: Angela Vallario
Author: William P. Streng
Author: Benjamin L. Rasche
Author: Natalie B. Choate
Author: Denis Clifford
Author: Ross Riskin
Author: Carolynn Tomin