Estate Planning Client Strategies

Estate Planning Client Strategies
Author: Mario Santilli, Jr
Publisher: Aspatore Books
Total Pages: 285
Release: 2010
Genre: Law
ISBN: 9780314267757

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.

The Tools and Techniques of Estate Planning for Modern Families, 3rd Edition

The Tools and Techniques of Estate Planning for Modern Families, 3rd Edition
Author: Stephan R. Leimberg
Publisher:
Total Pages: 0
Release: 2019-01-23
Genre: Estate planning
ISBN: 9781949506372

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.

Strategies for Trusts and Estates in New York

Strategies for Trusts and Estates in New York
Author: Aspatore Books
Publisher: Aspatore Books
Total Pages: 0
Release: 2009
Genre: Estate planning
ISBN: 9780314229328

Strategies for Trusts and Estates in New York is an authoritative, insiders perspective on best practices for estate planning in the state of New York. Featuring partners and shareholders from some of the states leading law firms, these experts guide the reader through the recent developments in New York trusts and estates law, including significant changes to the federal applicable exclusion amount, the durable power of attorney, the revocatory effect of divorce, and the simultaneous death statute. From using estate tax exemptions and implementing a lifetime gift-giving program to creating a grantor trust, the authors emphasize the importance of protecting a clients assets and building an estate plan that meets the clients needs. Additionally, these leaders provide insight into the changing role of the estate planning attorney and the integration of new laws, as well as the effects of the financial crisis, same-sex marriage equality, and the increase in financial elder abuse. 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 around the keys to navigating this ever-evolving area of law.