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Estate Planning And Drafting


Estate Planning And Drafting
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The Planning And Drafting Of Wills And Trusts


The Planning And Drafting Of Wills And Trusts
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Author : Thomas L. Shaffer
language : en
Publisher:
Release Date : 2007

The Planning And Drafting Of Wills And Trusts written by Thomas L. Shaffer and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2007 with Business & Economics categories.


This text provides a comprehensive guide to the planning of wills and estates. It discusses the subject matter in a functional, real-world context.



Estate Planning And Drafting


Estate Planning And Drafting
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Author : Regis W. Campfield
language : en
Publisher:
Release Date : 1995

Estate Planning And Drafting written by Regis W. Campfield and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1995 with Estate planning categories.




Drafting Wills Trusts And Other Estate Planning Documents


Drafting Wills Trusts And Other Estate Planning Documents
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Author : Kevin D. Millard
language : en
Publisher: Bradford Publishing Company
Release Date : 2006

Drafting Wills Trusts And Other Estate Planning Documents written by Kevin D. Millard and has been published by Bradford Publishing Company this book supported file pdf, txt, epub, kindle and other format this book has been release on 2006 with Business & Economics categories.




Estate Planning And Drafting


Estate Planning And Drafting
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Author : JEFFREY N. PENNELL
language : en
Publisher: West Academic Publishing
Release Date : 2020-10-22

Estate Planning And Drafting written by JEFFREY N. PENNELL and has been published by West Academic Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-10-22 with categories.


Updated through August 1, 2020, the third edition of Pennell's Estate Planning and Drafting focuses on every-day planning for "middle-rich" clients. For example: Traditional planning for couples who may not have as much wealth as double the basic exclusion amount but who anticipate that the exclusion amount may decline in the future. They must consider whether to qualify 100% of the estate of the first to die for the marital deduction (and defer all taxes), or instead to shelter the unified credit of the first to die in a nonmarital trust. In either case they also need to decide whether to elect portability for any unused exclusion amount. A sharper focus on family trust planning for clients with enough wealth to worry about protecting their beneficiaries (and wealth) but for whom sophisticated tax-minimization techniques are not needed. A new brief explanation of Code Chapter 14 illustrates its application but notes that most middle-rich clients will not stumble into estate freezing techniques. The coverage of retirement benefits is updated to reflect the SECURE Act changes to the required-minimum-distribution rules, and elimination of most stretch-payout planning. The chapter on charitable giving is streamlined and simplified in recognition that most middle-rich clients do not make extensive use of private foundations or split-interest trusts. Information about postmortem planning and fiduciary administration stresses state and federal income taxation and state death taxation in situations that do not trigger federal wealth transfer taxation. The text explains essential tax fundamentals that inform traditional techniques (e.g. Crummey powers), without overemphasis on the tax-oriented practices that led to their original adoption. There are over 100 pages of annotated forms illustrating basic planning documents, including a pour over will, self-trusteed declaration of trust, irrevocable life insurance trust, family and marital deduction trusts, and a third-party special needs trust.



Estate Planning And Drafting


Estate Planning And Drafting
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Author : Regis W. Campfield
language : en
Publisher:
Release Date : 1985

Estate Planning And Drafting written by Regis W. Campfield and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1985 with Estate planning categories.




Estate Planning And Drafting


Estate Planning And Drafting
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Author : Regis W. Campfield
language : en
Publisher: Commerce Clearing House
Release Date : 1997

Estate Planning And Drafting written by Regis W. Campfield and has been published by Commerce Clearing House this book supported file pdf, txt, epub, kindle and other format this book has been release on 1997 with Business & Economics categories.




The Planning And Drafting Of Wills And Trusts


The Planning And Drafting Of Wills And Trusts
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Author : Thomas L. Shaffer
language : en
Publisher:
Release Date : 1979

The Planning And Drafting Of Wills And Trusts written by Thomas L. Shaffer and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1979 with Estate planning categories.




A Guide To International Estate Planning


A Guide To International Estate Planning
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Author : Leigh-Alexandra Basha
language : en
Publisher:
Release Date : 2014

A Guide To International Estate Planning written by Leigh-Alexandra Basha and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014 with Law categories.


With the explosive growth in international investments, more and more lawyers and financial advisors realize the acute need to properly address critical issues of international estate planning for their clients. Whether you are counseling a foreign national or an American citizen, whether your practice is in the U.S. or abroad, whether you want to develop a general expertise in the area or are confronted by these issues on a more frequent basis, this compendium is a necessary and practical resource to help you identify and navigate many of the complex planning and regulatory compliance issues, both legal and tax, involved in international estate planning. In addition to providing a complete overview of the basic principles and procedures of international asset management from addressing the conflict of laws issues that are central in determining which country s laws will govern the disposition of a donor or decedent s wealth to the basic transfer tax rules for nonresident aliens, U.S. citizens, and resident aliens A Guide to International Estate Planning teaches proven strategies, techniques, and practical applications to use for meeting your clients international estate planning needs. Twenty-two detailed chapters are written by trust and estate lawyers with significant experience in international issues. Their advice goes beyond simply highlighting issues in estate planning, emphasizing key issues as compliance, treaty, choice of law, and estate administration problems. This updated edition now includes chapters on FATF and anti-money laundering and offshore compliance, as well as chapters from several foreign jurisdictions to provide comparative insights on different topics."



Estate Planning And Drafting Fundamentals


Estate Planning And Drafting Fundamentals
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Author : Steven M. Jankower
language : en
Publisher:
Release Date : 2006

Estate Planning And Drafting Fundamentals written by Steven M. Jankower and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2006 with Estate planning categories.




Tax Efficient Will Drafting


Tax Efficient Will Drafting
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Author : Stephen Arthur
language : en
Publisher:
Release Date : 2007

Tax Efficient Will Drafting written by Stephen Arthur and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2007 with Tax planning categories.


Tax Efficient Will Drafting looks at tax planning opportunities through will drafting in the light of significant recent changes to the tax liabilities on estates and wills. Comprising approximately two thirds narrative and one third precedents, the book covers current tax settlement on popular estate planning schemes, as well as examining all will drafting related issues (e.g pre-owned assets, trusts).This informative title also identifies relevant planning opportunities. It is accompanied by a CD-ROM containing precedents.