Using And Drafting Trusts In Estate Planning
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Using and Drafting Trusts in Estate Planning
Author | : John Edgar |
Publisher | : |
Total Pages | : 0 |
Release | : 2023-01-26 |
Genre | : |
ISBN | : 9781960444905 |
Using & Drafting Trusts in Estate Planning
Author | : John P. Edgar |
Publisher | : |
Total Pages | : 322 |
Release | : 2019 |
Genre | : Estate planning |
ISBN | : |
Drafting Wills, Trusts, and Other Estate Planning Documents
Author | : Kevin D. Millard |
Publisher | : Bradford Publishing Company |
Total Pages | : 184 |
Release | : 2006 |
Genre | : Business & Economics |
ISBN | : 1932779418 |
New Jersey Estate Planning, Will Drafting and Estate Administration Forms
Author | : Alvin C. Martin |
Publisher | : |
Total Pages | : |
Release | : 1993-01 |
Genre | : |
ISBN | : 9780327131724 |
The Planning and Drafting of Wills and Trusts
Author | : Thomas L. Shaffer |
Publisher | : |
Total Pages | : 484 |
Release | : 2007 |
Genre | : Business & Economics |
ISBN | : |
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
Author | : JEFFREY N. PENNELL |
Publisher | : West Academic Publishing |
Total Pages | : 817 |
Release | : 2020-10-22 |
Genre | : |
ISBN | : 9781647086596 |
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.
Drafting Trusts and Will Trusts in Australia
Author | : James Kessler |
Publisher | : Lawbook Company |
Total Pages | : 436 |
Release | : 2008-01-01 |
Genre | : Inheritance and succession |
ISBN | : 9780455225494 |
Based on a highly acclaimed UK title, DRAFTING TRUSTS AND WILL TRUSTS IN AUSTRALIA has been comprehensively adapted to provide authoritative guidance on drafting trusts and will trusts in eight Australian jurisdictions. Providing both a comprehensive range of precedents and a wealth of valuable advice, DRAFTING TRUSTS AND WILL TRUSTS IN AUSTRALIA cuts through verbosity and helps you to understand and prepare trust documents your client wants and needs. The book features chapters on key areas of trust law, including beneficiaries, trustees, trustee's powers and general provisions of a trust. DRAFTING TRUSTS AND WILL TRUSTS IN AUSTRALIA also offers a large number of precedents for both lifetime and will trusts. The precedents, which appear in printed form and on an accompanying CD-Rom, reveal a fresh approach to creating documents. A unique addition to the Australian market, DRAFTING TRUSTS AND WILL TRUSTS IN AUSTRALIA is an essential reference for those practising in tax law, estate and succession planning, family law and property law.
Estate Planning
Author | : Wayne M. Gazur |
Publisher | : Aspen Publishing |
Total Pages | : 576 |
Release | : 2015-04-27 |
Genre | : Law |
ISBN | : 1454869003 |
This casebook introduces students to the principles of estate planning and challenges them to analyze simulated client scenarios. Featuring a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations. A forms supplement on a CD is an additional tool for giving students practice with drafting exercises.
Selecting and Drafting Trusts for Estate Planning
Author | : Matthew B. McCutchen |
Publisher | : |
Total Pages | : |
Release | : 1996 |
Genre | : Estate planning |
ISBN | : |