National Trends In Estate Planning
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National Trends In Estate Planning
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Author :
language : en
Publisher:
Release Date : 2013
National Trends In Estate Planning written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013 with Estate planning categories.
Trends In Estate Planning
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Author : Henry S. Koster
language : en
Publisher:
Release Date : 1943
Trends In Estate Planning written by Henry S. Koster and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1943 with categories.
The Tools And Techniques Of Estate Planning For Modern Families 3rd Edition
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Author : Stephan R. Leimberg
language : en
Publisher:
Release Date : 2019-01-23
The Tools And Techniques Of Estate Planning For Modern Families 3rd Edition written by Stephan R. Leimberg and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-01-23 with Estate planning categories.
The Tools & Techniques of Estate Planning for Modern Families, 3rd Edition discusses estate planning issues with a particular focus on how they apply to modern families. It moves from a basic estate planning overview to a discussion of the unique issues in today's modern families. It also includes tax issues, premarital and relationship formalization considerations, lifetime estate planning options, and more! Highlights of the 3rd Edition This newest edition has been completely revised, featuring several new and updated chapters including strategies to help clients plan for various scenarios. This edition provides valuable insights into the following areas: Clients in long-term polyamorous relationships Planning for single clients Clients with nonmarital children Client goals related to cryonics and cloning, including techniques for the creation of personal revival trusts Clients with intellectual property assets Clients' pet-related legacy goals Modern philanthropy trends in estate planning New technologies and trends in conception and their legal implications, including posthumously conceived children Updates to trust planning and income tax considerations in estate planning Planning for longer lifespans and fading capacity Digital assets and intellectual property, which may have a lifespan that exceeds its creator Written by experts in the subject matter, this publication is filled with practical advice and examples in an easy-to-understand language, helping you assist your clients in making the best decisions for themselves and for their families.
Estate Planning Trends
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Author : Idaho State Bar
language : en
Publisher:
Release Date : 1992
Estate Planning Trends written by Idaho State Bar and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1992 with Estate planning categories.
New And Emerging Trends And Developments In Estate Planning Trusts Wills Tax Reduction Strategies Wealth Management And Other Important Issues
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Author : Canadian Institute (1985- )
language : en
Publisher:
Release Date : 1996
New And Emerging Trends And Developments In Estate Planning Trusts Wills Tax Reduction Strategies Wealth Management And Other Important Issues written by Canadian Institute (1985- ) and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1996 with categories.
The Tools And Techniques Of Estate Planning 20th Edition
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Author : Stephan Leimberg
language : en
Publisher:
Release Date : 2021-04-27
The Tools And Techniques Of Estate Planning 20th Edition written by Stephan Leimberg and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-04-27 with categories.
The Tools & Techniques of Estate Planning covers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk of health issues for aging clients. With topics that are applicable for both large and small estates, this title enables estate planners to: Help clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions; Help clients effectively preserve their assets under current law; Handle a wide variety of estates and specific circumstances; and Save significant amounts of time with exclusive estate planning tools. This book features easy-to-understand, real-world examples from expert authors on which techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. New in the 20th Edition: There have been several updates in tax legislation since the release of the prior edition, many of which affect estate planning. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. This edition features: Updates resulting from the SECURE Act, affecting qualified retirement plans; New information on COVID-19 related tax changes for employee benefit plans; Employee retention credit under the CARES Act; Coverage of new IRS valuation tables in addition to the prior valuation tables; Updated ERISA compliance and reporting requirements; and Updated tax information, including the new 2021 COVID-19 stimulus and CAA bills. Topics Covered: Practice of estate planning Choosing the right professionals for estate planning Ownership and transfer of property Estate, gift, GST, and income tax considerations for estate planning The use of revocable and irrevocable trusts in estate planning The use of life insurance in estate planning Planning for incapacity and special needs Valuations issues Charitable giving Using employee benefits to meet estate planning goals Intra-family wealth transfers and business succession planning And more! See the "Table of Contents" section for a full list of topics As with all of the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of estate planning and confidently meet their needs.
New Options And Trends To Consider In New York Estate Planning
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Author :
language : en
Publisher:
Release Date : 2010
New Options And Trends To Consider In New York Estate Planning written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010 with categories.
Estate Planning Client Strategies
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Author : Mario Santilli, Jr
language : en
Publisher: Aspatore Books
Release Date : 2010
Estate Planning Client Strategies written by Mario Santilli, Jr and has been published by Aspatore Books this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010 with Law categories.
Estate Planning Client Strategies provides an authoritative, insiders perspective on best practices for working with clients on estate planning during todays economic and political environment. Featuring experienced partners from law firms across the nation, these experts guide the reader through the challenges currently affecting trusts and estates practitioners, including recent legislation, the growing baby boomer generation, the economic crisis, and the federal estate tax. These top lawyers give tips on developing a successful estate plan, with advice on preventing common mistakes, using the correct language, selecting the appropriate trusts, and avoiding litigation. From understanding client wishes and addressing concerns to working with unique family situations and integrating family counseling techniques, these experts reveal proven strategies for advising clients on the intricacies of estate planning. Additionally, these leaders discuss the rapidly growing areas of estate planning and how to take advantage of them. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts on the keys to success within this dynamic field.
Estate Planning
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Author :
language : en
Publisher:
Release Date : 2018
Estate Planning written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018 with Estate planning categories.
The Tools And Techniques Of Estate Planning
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Author : Stephan R. Leimberg
language : en
Publisher:
Release Date : 2017-07-14
The Tools And Techniques Of Estate Planning written by Stephan R. Leimberg and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-07-14 with Estate planning categories.
The 18th edition of The Tools & Techniques of Estate Planning provides the tools and techniques that every estate planner, financial planner, and insurance professional needs to help their clients preserve their assets under current law. It is completely updated and delivers numerous enhancements including new guidance on Data Gathering and Analysis; Death Tax Apportionment; Digital Assets, and much more.
