The Savvy Client S Guide To Trusts
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The Savvy Client S Guide To Trusts
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Author : Mary L. Barrow
language : en
Publisher:
Release Date : 2018-01-05
The Savvy Client S Guide To Trusts written by Mary L. Barrow and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-01-05 with Business categories.
Should you have a trust as part of your estate plan? Would you like to be well-informed and confident before you meet with your attorney? In this second volume of the Savvy Client Series, attorney Mary L. Barrow answers your questions about trusts in a practical, easy-to-understand way. The Savvy Client is you!
Estate Planning For The Savvy Client
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Author : Mary L. Barrow
language : en
Publisher:
Release Date : 2017
Estate Planning For The Savvy Client written by Mary L. Barrow and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017 with categories.
Do you want to make sure that the money you spend on estate planning is money well spent?Do you have questions about estate planning, probate, wills and trusts but don't know where to start?Or do you have an estate plan but still have unanswered questions?Would you like to be well-informed and confident before you consult a prospective attorney, or before you meet with your current attorney?With this book you'll discover:what you need to know to eliminate confusion about estate planning and give you a clear path to achieving your goalshow to decide if you really need a will, revocable living trust, power of attorney, or any of the other options availablehow to choose the right attorney to help you plan your estatehow to make the most of the time spent with your attorney by having the knowledge and confidence to ask the right questionsSit down with this guide from an experienced, ivy-league-educated estate planning attorney as she answers these and other questions for you in a practical, easy-to-understand way, just as she has done for her clients and students. This book will tell you what you need to know before you meet with your attorney or prospective attorney.The Savvy Client is you!
Family Trusts
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Author : Hartley Goldstone
language : en
Publisher: John Wiley & Sons
Release Date : 2015-10-05
Family Trusts written by Hartley Goldstone and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-10-05 with Business & Economics categories.
An insightful and practical guide to family trusts Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love. Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust; you'll learn what type of person makes the best trustee, how to be an excellent beneficiary, and the technical aspects that help you build a better trust from the very beginning. There's been a staggering increase in trustee/beneficiary litigation and hostility, but that doesn't mean it's inevitable. Plenty of trusts are running smoothly, with positive experiences on all sides. This book shows you how to set up your trust to succeed from the start, with step-by-step guidance and expert insight. Express clear and thoughtful intent for the trust Create a healthy and supportive culture Select the right trustee, trust protector, and trust advisor Take the time to prepare before initially meeting the beneficiary Conduct a productive first meeting to set a tone for the relationship Historically, there has been little consideration given to the culture of trusts, and this oversight may be a key driver of the behavior that's becoming more prevalent. Family Trusts explores the nature of these relationships, and shows you how to build a trust that retains the nature and spirit with which it was intended.
Estate Planning For The Savvy Client
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Author : Mary Barrow
language : en
Publisher:
Release Date : 2017-02-15
Estate Planning For The Savvy Client written by Mary Barrow and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-02-15 with categories.
Do you want to make sure that the money you spend on estate planning is money well spent? Do you have questions about estate planning, probate, wills and trusts but don't know where to start? Or do you have an estate plan but still have unanswered questions? Would you like to be well-informed and confident before you consult a prospective attorney, or before you meet with your current attorney? With this book you'll discover: what you need to know to eliminate confusion about estate planning and give you a clear path to achieving your goals how to decide if you really need a will, revocable living trust, power of attorney, or any of the other options available how to choose the right attorney to help you plan your estate how to make the most of the time spent with your attorney by having the knowledge and confidence to ask the right questions Sit down with this guide from an experienced, ivy-league-educated estate planning attorney as she answers these and other questions for you in a practical, easy-to-understnad way, just as she has done for her clients and students. This book will tell you what you need to know before you meet with your attorney or prospective attorney. The Savvy Client is You!
A Practitioner S Guide To Trusts
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Author : John Thurston
language : en
Publisher: A&C Black
Release Date : 2013-09-28
A Practitioner S Guide To Trusts written by John Thurston and has been published by A&C Black this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-09-28 with Law categories.
A Practitioner's Guide to Trusts is a step-by-step guide to all the practical aspects of trust law. Written by an expert and highly respected author, this handbook provides practical information that is as useful to accountants and trust practitioners as it is to lawyers.Written by an expert and highly respected author, this handbook provides practical information that is as useful to accountants and trust practitioners as it is to lawyers. It has been fully updated and revised to take into account the latest Finance Act.KEY FEATURES:Includes changes to IHT treatment of trusts subject to the relevant property regime (simplification of the calculation of IHT charges on trusts at ten-yearly intervals or when assets are transferred out of the trust);Expanded analysis on income tax and CGT treatment of trusts;The book has been designed to make key information easy to find and assimilate and includes signposts to provide useful summaries and focus points to highlight important issues;Case law includes the IHT Pawson holiday let case (28 Jan 2013).Includes coverage of the following areas:Breach of trust;Capital Gains Trust and second residences;Income tax and settlor interested trusts;Ownership of house (Jones v Kernott);Ownership of monies in joint bank account;Proprietary estoppel;Removal of trustees;Severance of joint tenancy.Previous edition ISBN: 9781847667687
The Living Trust Advisor
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Author : Jeffrey L. Condon
language : en
Publisher: John Wiley & Sons
Release Date : 2016-03-25
The Living Trust Advisor written by Jeffrey L. Condon and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-03-25 with Business & Economics categories.
A comprehensive guide to living trusts, with expert financial and legal guidance The Living Trust Advisor is an expert guide for both advisors and their clients on the complex process of establishing, living with, and maintaining a living trust. Written by renowned family inheritance attorney Jeffrey L. Condon, this book discusses the various aspects of this important document, and shows you how to manage a seamless transfer of assets to various beneficiaries. This new second edition has been fully updated and revised to reflect the extensive changes to the Estate Tax Law that have taken place since the initial publication, giving you the most up-to-date information and guidance on preserving your wealth and helping your heirs avoid estate tax liability. You'll develop a vision for your trust before you ever meet with an attorney or other key players, and learn how to establish and maintain a trust that remains rock-solid for your lifetime and beyond. As the living trust has replaced the will as the primary means of settling after-death estates, clear guidance and current legal information is of utmost importance for advisors and clients alike. This book is a valuable resource for every stage of planning and execution, helping you ensure that you provide for your beneficiaries the way you intend. Know what to think about before your first meeting with a lawyer Establish and manage your living trust to carry out your wishes Identify potential inheritance problems and build solutions into the trust Distribute assets to future generations, and protect them after the transfer Dealing with complex financial and legal issues while facing our own mortality is a difficult task, but making these decisions is critical to the future outcome of your estate. The Living Trust Advisor expertly guides you through the process so you can be confident that your wishes will be carried out.
Managing Family Trusts
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Author : Rob Rikoon
language : en
Publisher: John Wiley & Sons
Release Date : 1999-07-12
Managing Family Trusts written by Rob Rikoon and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 1999-07-12 with Business & Economics categories.
Managing Family Trusts is an uncompromising, nuts-and-bolts guide to the world of family trusts. Written by a seasoned expert with many years of firsthand experience in the field, it describes how financial professionals can help beneficiaries loosen the grip of unresponsive or inefficient trustees, assert their rights as inheritors, and assume greater responsibility for their own financial lives. Managing Family Trusts provides a complete set of tools to all those concerned with the business of building better, more satisfying fiduciary arrangements and presents a rare insider's view of how this world operates and details its unique challenges and rewards.
Trusts A Practical Guide
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Author : Terence O'Halloran
language : en
Publisher: BUSINESS & ECONOMICS / Business Communication / General
Release Date : 2012-08-08
Trusts A Practical Guide written by Terence O'Halloran and has been published by BUSINESS & ECONOMICS / Business Communication / General this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-08-08 with Business & Economics categories.
Within the genre of financial selfhelp, 'Trusts A Practical Guide' is an invaluable and rare resource for financial experts and members of the public alike who need a reference work on a subject that is, on the face of it, complex but which undeniably affects many people's lives at one point or another. Whatever your occupation or background, you are almost certain at some time to need some understanding of this subject, whether in your own financial planning or in advising those around you - and this guide is particularly helpful when dealing with a relative's probate or the complex issues arising from an inheritance.After thirtyfive years at the top of his profession, FSA member Terry O'Halloran writes passionately and informatively, not only about his subject but also about the importance of spreading the word to others. He has seen many times first hand the benefits of wellorganized and implemented financial planning on people's lives. More poignantly, he has seen what can happen when such matters are left to chance.Using famous historical characters, placing them in recognizable situations and using real life case histories, he explains the organization and procedure of Trusts simply and easily bringing his subject alive by putting it in a perspective that is easily assimilated by the layman. Terry O'Halloran clearly explains the intricacies of Trusts and confronts their realities with reallife examples such as a family case involving a number of exwives, a business partnership that goes very expensively wrong and even the attempted murder of a director and removal of the wouldbe assassin (as a Trustee). Building the full picture from simple steps, the author explains the merits or otherwise of trusts and their uses with life assurance and pension products. "Trusts are the most important adjunct to life assurance, business protection, estate planning and pension provision. A basic understanding is essential," he insists.
Practitioner S Guide To Trusts
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Author : Llb John Thurston
language : en
Publisher:
Release Date : 2004-11-30
Practitioner S Guide To Trusts written by Llb John Thurston and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2004-11-30 with Trusts and trustees categories.
Endorsed by STEP. Now in its fifth edition, A Practitioner's Guide to Trusts is a step-by-step guide to all the practical aspects of trust law. A time-saving, concise guide, providing all the information a practitioner needs to answer clients' queries and concerns. Part I deals with matters common to all trusts, from setting up a trust and how to administer it, to breach of trust and removal of trustees. Part II covers specific trusts in detail. For example, there are separate chapters on pensions, charities and life assurance. Taxation issues are dealt with throughout the book. Written by an expert and highly respected author, this handbook is user friendly and provides comprehensive and practical information that is as useful to accountants and trust practitioners as it is to lawyers. A 10 per cent discount is avaliable for STEP members.
Family Trusts
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Author : N. E. Renton
language : en
Publisher: Wrightbooks
Release Date : 2011-09-26
Family Trusts written by N. E. Renton and has been published by Wrightbooks this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-09-26 with Business & Economics categories.
This is a plain English manual for ordinary Australian families and small business proprietors. It will help them to decide whether to set up a family trust, to understand the advantages and disadvantages of this useful legal concept and to discuss the issues more intelligently with their professional advisers. All aspects of setting up and running a family trust are dealt with in this book, including investment aspects and the taxation and social security rules affecting trusts and their beneficiaries. It discusses discretionary and unitised trusts, as well as trust deeds and the roles of the settlor and the trustees. The use of trusts for children with an intellectual disability, philanthropic foundations and the winding up of trusts are also covered. The fourth edition of Family Trusts has been greatly expanded. In addition to the updated real-life case studies that help to flesh out this important subject, there is new material on the qualifications needed by trustees, hybrid trusts, the risks of borrowing by trustees, non-resident beneficiaries, resettlements, minutes of trustee meetings, protecting assets against creditors, bankruptcy and divorce.