Category: Estates & Trusts

Tolley's Estate Planning 2014-15 (Tolley's Tax Planning

Tolley's Estate Planning 2014-15 (Tolley's Tax Planning

Format: Paperback

Language:

Format: PDF / Kindle / ePub

Size: 5.63 MB

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Is it: (a) daughter of child #1 (b) widow of child #1 (c) child #2 or (d) the attorney. McKee, LLC, is committed to help you address your unique legal concerns in a caring and personalized manner. Without proper planning, especially when "non-traditional" families are involved, the chances of such claims are heightened. PLUS you'll receive a FREE downloadable eBook on precisely how the Ultra Trust® - the Irrevocable Trust Asset Protection program developed by our Expert Estate Planner - can save you thousands of dollars of legal fees and hundreds of hours of time by avoiding lawsuits; legal loophole to reduce your taxes; secure your privacy, preserve your money, and protect your assets.
Drafting Trusts and Will Trusts in Northern Ireland: Third

Drafting Trusts and Will Trusts in Northern Ireland: Third

Format: Hardcover

Language: English

Format: PDF / Kindle / ePub

Size: 10.53 MB

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Whether for high-net-worth individuals, businesses, nonprofits, or corporate trust departments—and in local, multistate, and multinational transactions—the Estates & Trusts Practice delivers sophisticated strategies. Our experienced, dedicated law firm provides expert legal advice to our clients concerning drafting wills and trusts. Without a proper estate plan, the other partner could be legally precluded from having any role in the decision-making of a partner’s care, managing his or her affairs, or even having access to the incapacitated partner.
The Perfect Last Impression: Wills, Trusts, and Estate Plans

The Perfect Last Impression: Wills, Trusts, and Estate Plans

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 8.02 MB

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Trusts are expensive and only for the wealthy, right? Collins is a member of the Bars of Virginia, Maryland and California, of the American Bar Association Section on Real Property, Probate and Trust Law, of the Virginia State Bar Section on Wills, Trusts, and Estates, of the Senior Lawyers Section of the Virginia Bar, of the Trust and Estate Section of the Maryland Bar, and of the Estate Planning, Trust and Probate Section of the State Bar of California. The solutions our trust experts provide are never “one size fits all,” but are individually tailored to fit personal needs.
Casebook on Equity and Trusts in Ireland

Casebook on Equity and Trusts in Ireland

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 9.91 MB

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It includes links to webcasts that cover the new tax and estate and trust income, avoiding gains on funding, the timing of distributions, proper investments to avoid the NIIT and more. Regardless of the degree of complexity, we can also consult with your team of trusted professionals to help guide you in the preservation and transfer of wealth across generations. There is no estate tax liability for assets passing from a deceased spouse to the surviving spouse.
The Wall Street Journal Complete Estate-Planning Guidebook

The Wall Street Journal Complete Estate-Planning Guidebook

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 9.85 MB

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And if you are involved in the administration of the estate of someone who has died, we can guide you through the misunderstood, but often relatively uncomplicated, probate process. Many vacation-home owners hope to pass their properties on to their children or other family members. Our clients include large non-profit health care organizations, tax-exempt entities and private foundations. This provocative piece bites into the nape of the controversy over an attorney's obligation to maintain sacrosanct her client's confidences while feeling compelled to help and protect the client who becomes vulnerable because of age or infirmity.
Administration of Trusts

Administration of Trusts

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 13.35 MB

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Sometimes we are asked to devise a creative method of avoiding probate, in a cost-effective manner, or to assist with Medicaid eligibility. We may assist clients with all supportive documents needed for a valid estate plan, as well as amend prior estate planning forms. These rules apply to California decedents of all levels of wealth who die without an estate plan, and for decedents who have a funded revocable trust but also own assets outside of the trust, such as retirement plans, joint tenancy accounts, and motor vehicles.
The Trustee Primer: A Guide for Personal Trustees

The Trustee Primer: A Guide for Personal Trustees

Format: Print Length

Language: English

Format: PDF / Kindle / ePub

Size: 6.97 MB

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This is an agreement that you create which may not be changed after its creation. O’Connor has concentrated throughout his career in property law and estate planning. While testamentary trusts obviously will not avoid the probate process, most of what has been said about living trusts applies as well to testamentary trusts. So on top of dealing with the loss of our mother, my sister and I also had to cope with this sudden wealth. Contact our Glen Allen law office online or call 804-935-8510 to schedule a consultation.
The Law of Succession: Testamentary Freedom: European

The Law of Succession: Testamentary Freedom: European

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 11.91 MB

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Many retirees have lifetime annuities to help guarantee their lifetime income. On the other hand, it makes Ohio a more attractive state tax-wise. The discretionary trust is a powerful and flexible legal tool that can be used for estate planning in many different situations and .for many different purposes. You've worked a lifetime to build wealth. First, it must be possible to identify clearly the property which is to be subject to the trust.
Gilbert Law Summaries on Trusts

Gilbert Law Summaries on Trusts

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 14.45 MB

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The Federal Gift Tax exempts certain levels of lifetime gifts. (See Estate Tax ) Families with a special needs loved one must concern themselves with guardianship, government benefits and ensuring their loved one is supported for a lifetime. Living wills and powers of attorney that are tailored to meet the client's unique requirements often provide the solutions. Legal This firm provides its attorneys with comprehensive professional development opportunities and a friendly work environment that encourages cross-practice collaboration to afford each client the best possible results.
Introduction to Estate Planning in a Nutshell (Nutshell

Introduction to Estate Planning in a Nutshell (Nutshell

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 6.49 MB

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Our attorneys both serve as and represent executors or administrators of Estates to ensure that the wishes of the decedent are carried out as expeditiously and professionally as possible, while ensuring that the financial, tax and legal requirements are met. Things were very well organized and we appreciated that. MH is a complete estate planning and asset protection law firm. Another option is to keep it in your home in a locked safe or filing cabinet, preferably one that is fireproof and waterproof.