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| Author | : Kevin D. Millard |
| Publisher | : Bradford Publishing Company |
| Total Pages | : 184 |
| Release | : 2006 |
| Genre | : Business & Economics |
| ISBN | : 1932779418 |
| Author | : Angela M. Vallario |
| Publisher | : |
| Total Pages | : 0 |
| Release | : 2013 |
| Genre | : Estate planning |
| ISBN | : 9781611635157 |
Written specifically for those in the state of Maryland (or studying Maryland estate planning), The Fundamentals of Estate Planning provides a unique opportunity to bring the practical aspect of estate planning into the classroom. The casebook provides text, relevant Maryland and Federal Statutes, forms and checklists used to interview and draft estate planning documents. Major topics include drafting of wills, testamentary trusts, inter vivos trusts, powers of attorney and advance medical directives for tax sensitive and non-tax sensitive client scenarios. Additionally, the casebook provides an overview of the ancillary issues including elder law, Medicaid, guardianship, estate administration and will caveats. The book is accompanied by a CD which contains sample forms.
| Author | : ANGELA. VALLARIO |
| Publisher | : |
| Total Pages | : 0 |
| Release | : 2023-10-31 |
| Genre | : |
| ISBN | : 9781531026967 |
The third edition of Fundamentals of Estate Planning (Maryland) is a unique combination of theory and practice written for those studying or practicing estate planning in the state of Maryland as well as students preparing for the Uniform Bar Exam. The third edition reorganized concepts to reflect the academic teaching of a basic trusts and estates course. The book adds practical suggestions on drafting provisions used in estate planning documents along with theory, Maryland and Uniform Probate Code statutes, and cases from multiple jurisdictions. The book is the perfect match between academic theory and a practitioner's formbook in that the student or attorney has a legal foundation for drafting relevant provisions used in wills, trusts, powers of attorney, and advance directives. The third edition has been expanded to incorporate a chapter on special purpose trusts including gun trusts and special needs trusts. The special purpose chapter includes sample revocable trust used for firearm ownership as well as disability planning. An expanded chapter on elder law provides an overview of law impacting elders such as Social Security, Social Security Disability Income, veterans benefits, planning for long term care with Medicaid, and guardianship. In the elder law chapter students and attorneys are exposed to a separate but related practice area that can be further explored by the reader. Part II of the third edition introduces the student or attorney to federal estate planning and is the ideal resource to teach a course in federal estate tax planning as well as an introduction to the attorney of the relevant Internal Revenue Code provisions and prominent cases used to avoid, minimize, and defer federal estate taxes. Chapters with illustrations are provided to explain basic estate planning tools of non-taxable gifts, credit shelter trust, marital deduction, and life insurance trusts. The third edition added Maryland's new elective share legislation as well as recently enacted changes to Maryland's statutory power of attorney forms. This book brings the trusts and estates practice into the classroom. The practical problems and illustrations with suggested responses explain the material at a sophisticated, yet accessible, level.
| Author | : University of Oklahoma. Continuing Legal Education |
| Publisher | : |
| Total Pages | : |
| Release | : 1973 |
| Genre | : Estate planning |
| ISBN | : |
| 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.
| Author | : University of Oklahoma. Continuing Legal Education |
| Publisher | : |
| Total Pages | : |
| Release | : 1971 |
| Genre | : Estate planning |
| ISBN | : |
| 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.
| Author | : Eugene O. Kuntz |
| Publisher | : |
| Total Pages | : |
| Release | : 1972 |
| Genre | : Estate planning |
| ISBN | : |
| Author | : Jordan S. Simon |
| Publisher | : John Wiley & Sons |
| Total Pages | : 407 |
| Release | : 2023-04-11 |
| Genre | : Law |
| ISBN | : 1394158548 |
Get your arms around wills, trusts, probate, inheritance taxes, and other important estate planning essentials Estate Planning For Dummies teaches you the ins and outs of estate planning. It’s all about drafting wills, dealing with probate, assigning powers of attorney, establishing living trusts, and beyond. Think you don’t have enough assets to merit estate planning? Think again. This everyone-friendly guide walks you through building a solid estate plan, whatever your current financial situation. In easy-to-understand language, you’ll learn the ins and outs of estate planning, including what happens to your stuff—cash, real estate, businesses, retirement funds, everything—when you pass away. This new edition is updated for the many recent changes in estate taxes and inheritance law. Make sure your assets get into the pockets of your heirs or wherever you want them to go, and learn how to accomplish it the For Dummies way. Understand state and federal estate and inheritance taxes Build an air-tight will and make sure your heirs get as much as they can Protect your estate’s privacy even after you’re gone Plan for the transition of a family business Prevent disagreements and uncertainty among your heirs Figure out how to pass on your digital assets This friendly guide is a must for people of any age in the process of drafting their wills and planning where their assets ultimately end up.
| Author | : Reid Kress Weisbord |
| Publisher | : Aspen Publishing |
| Total Pages | : 736 |
| Release | : 2024 |
| Genre | : Estate planning |
| ISBN | : |
"This Trusts and Estates casebook provides the fundamentals in an accessible and straightforward manner. Designed with particular attention toward new professors and those looking for a shorter book that covers all the crucial aspects of trusts and estates practice"--
