Resource Materials
Author | : Paul A. Wilkin |
Publisher | : Amer Law Inst |
Total Pages | : 1190 |
Release | : 1984-06-01 |
Genre | : |
ISBN | : 9780831801472 |
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Author | : Paul A. Wilkin |
Publisher | : Amer Law Inst |
Total Pages | : 1190 |
Release | : 1984-06-01 |
Genre | : |
ISBN | : 9780831801472 |
Author | : Gerry W. Beyer |
Publisher | : West Academic Publishing |
Total Pages | : 0 |
Release | : 2005 |
Genre | : Estate planning |
ISBN | : 9780314154071 |
This law school casebook provides a comprehensive review of the estate planning process. Part One focuses on estate planning, beginning with a review of an introductory estates, wills, and trusts course. Chapters include probate avoidance techniques, estate and gift tax concepts, disability planning, and physical aspects of death. Part Two concentrates on estate planning practice, including client contact, ethical considerations, malpractice concerns, will contest avoidance techniques, concerns when a client has a special circumstance, and document preparation. The book concludes with a discussion of how the at-death portion of the estate plan is put into action after the client dies.
Author | : Ray D. Madoff |
Publisher | : CCH Incorporated |
Total Pages | : 0 |
Release | : 2014 |
Genre | : Estate planning |
ISBN | : 9780808039280 |
Practical Guide to Estate Planning provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its wellannotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generationskipping transfer tax rules and charitable planning, which encompass the use of private foundations and splitinterest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pourover will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate. This reference, with its wealth of basic information as well as its impressive assortment of forms and supporting materials, offers something of interest for everyone. Its clarity and organization, augmented by wellconstructed examples, practice tips, diagrams and charts, make it a work that will be useful to both the newcomer and the e