Principles And Practice Of Estate Planning
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Principles And Practice Of Estate Planning
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Author :
language : en
Publisher:
Release Date : 1959
Principles And Practice Of 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 1959 with categories.
Principles And Practice Of Estate Planning
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Author : Thomas J. Snee
language : en
Publisher:
Release Date : 1961
Principles And Practice Of Estate Planning written by Thomas J. Snee and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1961 with categories.
Principles And Practice Of Estate Planning
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Author : Thomas J. Snee
language : en
Publisher:
Release Date : 1959
Principles And Practice Of Estate Planning written by Thomas J. Snee and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1959 with categories.
Principles Of Estate Planning 4th Edition
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Author : Carolynn Tomin
language : en
Publisher:
Release Date : 2022-09-15
Principles Of Estate Planning 4th Edition written by Carolynn Tomin and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2022-09-15 with categories.
This textbook was written specifically to help master the complex area of estate planning and prepare for the CFP® Certification Examination, while also presenting experience-based guidance that is directly applicable in professional practice. The authors, Carolynn B. Tomin, CFP®, and Colleen Carcone, JD, CFP®, fully address all of the CFP® Certification Examination Principal Topics for Estate Planning. The book includes the following that create a comprehensive guide to helping clients create an estate plan. "Learning Objectives" in each chapter that provide topic focus "Client Situations" present practice scenarios and illustrate the practical application of key concepts in client situations "Practitioner Tips" provide practical advice and guidance "Practice Standards" highlight the related steps in the financial planning process from CFP Board's "Standards of Professional Conduct" Chapter summaries, key terms, and review questions that aid recall, retention, and review of the topics Content that is systematically organized into subtopics to help simplify the understanding and retention of complex material New in the 4th Edition: Updated to reflect the latest tax code laws, rates, and exemptions enacted with the Tax Cuts and Jobs Act Thoughtful analysis of the income tax considerations that may come into play when developing a client's estate plan "Practice Standards" that highlight the related steps in the financial planning process from CFP Board's "Standards of Professional Conduct" Topics Covered: The importance of having and actively maintaining an estate plan The steps involved in the estate planning process Estate management tools Updated tax rates and gift tax limits And More! See the "Table of Contents" section for a full list of topics
Estate Planning
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Author : Wayne M. Gazur
language : en
Publisher: Aspen Publishers
Release Date : 2008
Estate Planning written by Wayne M. Gazur and has been published by Aspen Publishers this book supported file pdf, txt, epub, kindle and other format this book has been release on 2008 with Business & Economics categories.
Using a case-study and problems approach, Estate Planning: Principles and Problems, Second Edition, introduces students To The principles of estate planning - progressing from fundamental to complex issues - and then encourages application of those principles by asking students to analyze short problems and exercises using real life client situations. This comprehensive and straightforward Coursebook Series paperback includes a CD containing a broad assortment of common and necessary forms employed in an estate planning practice that can be used to provide students with the drafting experience they will need as practicing attorneys. This hands-on coursebook is organized for maximum effect: fundamental issues are discussed first, then the authors move on to more complex issues, providing the student with the building blocks necessary to master the topics each chapter begins with an overview of topics covered, followed by a more detailed discussion of legal doctrines and principles case studies and exercises emphasize problems and solutions that arise in the actual estate planning process exercises and case studies explore a broad variety of issues and allow flexibility in teaching adaptable organization presents a life-cycle progression reflecting the changing needs of clients from youth through old age, and modest wealth to significant wealth an electronic forms supplement in CD effectively supports a drafting component To The course, essential to master the techniques coverage of federal tax issues is provided for those who wish to teach it, but the topic can be taught or omitted at the instructor's discretion a bibliography at the end of each chapter provides extensive reference sources Completely revamped with a new cover and a new title that better reflects its scholarly nature and comprehensive scope, The Second Edition offers further refinements: updated text to reflect developments in particular subject matters such as the Health Insurance Portability and Accountability Act of 1996, Circular 230 opinion letters, Rule Against Perpetuities, same-gender relationships, asset protection and Medicaid planning revised forms to reflect changes in the law since the First Edition Chapter 16 has been expanded into two chapters: one providing a comprehensive overview of the wealth transfer tax and planning techniques, and the other dealing with probate administration and preparation of the federal estate tax return now includes full texts of crucial cases and rulings, As well as teachable cases, such as: People v. Berge (attorney conflict of interest ethical discipline case) in Re Marriage of Guinn (marital property division case) Estate of Maria Cristofani (Crummey trusts) Revenue Ruling 2004-64 (defective grantor trusts) Revenue Ruling 95-58 (settlor's power to choose trustees) Audrey J. Walton (zeroed-out GRATs) Revenue Ruling 93-12 and Technical Advice Memorandum 9436005 (minority interest discounts) Revenue Ruling 66-167 (waiver of personal representative fees) Revenue Ruling 2006-26 (QTIP IRA trusts) Give your students the best preparation possible For The issues they will face in estate planning. Estate Planning: Principles and Problems, Second Edition , provides the opportunity for students not only to analyze realistic case studies but to experience the hands-on preparation of the appropriate forms and documents.
Estate Planning
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Author : Michael John Perkins
language : en
Publisher:
Release Date : 2011
Estate Planning written by Michael John Perkins and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011 with Estate planning categories.
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.
Principles Of Estate Planning 2nd Edition National Underwriter Academic
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Author : Carolynn Tomin
language : en
Publisher:
Release Date : 2015-05-27
Principles Of Estate Planning 2nd Edition National Underwriter Academic written by Carolynn Tomin and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-05-27 with categories.
The Principles of Estate Planning, 2nd Edition is newly revised with updated information on the most current developments in the estate planning field, including ATRA-related tax changes, the use of the new ABLE accounts for medical expenses planning, information on the use of trust protectors, and planning techniques that can be used for newly recognized same-sex marriages. The book is a complete single-volume source that covers all aspects of estate planning, from the basic principles of property transfers to complex financial techniques that can be used to deal with a wide variety of client circumstances. The authors bring a wealth of experience in both professional and academic arenas that help students understand the concepts that are critical for achieving important professional designations as well building a successful practice with real-world examples of common estate planning problems. This textbook allows students to work with the most current information, thus helping to gain a better understanding of how to advise clients in the real-world using real numbers. Teach your students using the most up-to-date estate planning textbook on the market. The authors, Carolynn Tomin and Colleen Carcone, fully address all of the CFP(R) Certification Examination Principal Topics for Estate Planning. In addition to this on-target approach, Principles of Estate Planning features: - Content that is systematically organized into subtopics to help simplify the understanding and retention of complex material - Chapter Contents that outline the topics addressed in each chapter - Learning Objectives in each chapter that provide topic focus - Client Situations that present practice scenarios and illustrate the practical application of key concepts in client situations - Practitioner Tips that provide practical advice and guidance - Practice Standards that highlight the related steps in the financial planning process from CFP Board's Standards of Professional Conduct - Chapter summaries, key terms, and review questions that aid recall, retention, and review of the topics - And much more! . .
Estate Planning
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Author : Michael John Perkins
language : en
Publisher:
Release Date : 2015-03-02
Estate Planning written by Michael John Perkins and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-03-02 with Decedents' estates categories.
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
Practical Guide To Estate Planning 2013 Edition With Cd
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Author : Ray D. Madoff
language : en
Publisher: CCH Incorporated
Release Date : 2012-10-30
Practical Guide To Estate Planning 2013 Edition With Cd written by Ray D. Madoff and has been published by CCH Incorporated this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-10-30 with Estate planning categories.
Provides an overview of estate planning, offering discussion on planning principles
Principles Of Estate Planning
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Author : Carolynn Tomin
language : en
Publisher:
Release Date : 2012-06
Principles Of Estate Planning written by Carolynn Tomin and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-06 with Business & Economics categories.