Category: Estates & Trusts

Rest in Peace: A Guide to Wills and Inheritance Tax in

Estates & Trusts

Rest in Peace: A Guide to Wills and Inheritance Tax in

Format: Paperback

Language: English

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Size: 5.99 MB

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Siegel has lectured extensively throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including National Law Foundation, AICPA, CCH, National Tax Institute, National Society of Accountants, and many others. This helps to remove potential problems for family and friends at a sensitive time and ensures that the administration of your estate is conducted as quickly and smoothly as possible. Zaslow passed a written examination testing his knowledge, skill and proficiency in estate planning, postmortem planning, planning for incapacity, administration of estates and trusts, fiduciary and transfer taxation, substantive and procedural aspects of probate and trust law, estates and trust litigation, homestead law, and ethical considerations.
Trusts of Land and Appointment of Trustees Act 1996

Estates & Trusts

Trusts of Land and Appointment of Trustees Act 1996

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Language: English

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Size: 5.60 MB

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Coleman is the co-author of “Animal Trusts and Estate Planning,” The Florida Bar, continuing legal education program, 2008; “The New Florida Trust Code“, published by Lorman Professional Seminars in 2008; “Pets and Pet Trusts”, The Florida Bar, continuing legal education program, 2005; “Asset Protection Techniques in Florida“, published by the National Business Institute in 2004; the author of “Family Limited Partnerships in Florida” (Chapter entitled “Ethical Considerations”, published by the National Business Institute in 2002; “Key Issues in Estate Planning and Probate in Florida” (Chapter entitled “Protecting the Passage of Wealth”), published by the National Business Institute in 1997, and “Advanced Estate Planning Techniques in Florida” (Chapter entitled “The Use of Family Limited Partnership in Estate Planning”) published by the National Business Institute in 1995.
Make Your Own Living Trust

Estates & Trusts

Make Your Own Living Trust

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 6.10 MB

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If you are new to the Jacksonville area or your Will or other estate planning documents were created in another state, you may want to have your documents reviewed for validity. Attorney Robert Clofine is a nationally-recognized specialist in Elder and Estate Law who is well-known for providing caring, personalized attention to his clients. The basic of elder law include: wills, trusts, powers-of-attorney (poa), healthcare agent designations & estate planning.
Your Washington Wills, Trusts, & Estates Explained Simply:

Estates & Trusts

Your Washington Wills, Trusts, & Estates Explained Simply:

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Language: English

Format: PDF / Kindle / ePub

Size: 10.61 MB

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These trusts enjoy the same benefits of other inter vivos trusts, with the added advantage that transferring assets to these trusts will not trigger any liability for income tax. A survey of the ethical problems confronting estate and trust practitioners, how to deal with clients and conflicts you may not know you have. As the historic City of Brotherly Love evolves, Greenberg Traurig Philadelphia attorneys continue to meet, if not exceed, clients’ expectations by providing high quality service and guiding them through a wide range of complex business transactions in an ever-changing marketplace.
Florida Senior Legal Guide

Estates & Trusts

Florida Senior Legal Guide

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Language: English

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Size: 13.54 MB

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The topic of elective administration of estates, as an alternative to a formal probate administration, has been discussed by Section members for years. David Haslett, "Capitalism with Morality" author, looks to put a limit on the amount of money wealthy children will be able to inherit. Use this control to limit the display of threads to those newer than the specified time frame. While browsing through our website you will notice images of various paintings and artwork that are located in our office.
Estate Planning in Arizona: What You Need to Know

Estates & Trusts

Estate Planning in Arizona: What You Need to Know

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Language: English

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Size: 13.02 MB

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The principal and income of a trust generally must be handled and accounted for separately. One feature of a Pet Trust is that it can take effect before your death if you become incapacitated or unable to care for your pet. An executor is a person who you trust to administer your estate after you pass, and they will have numerous legal responsibilities and duties. If that's the case, it may be important for you to find an experienced probate attorney. Public Act 099-0145 (eff. 01/01/16) is the Illinois statute enabling the creation of ABLE (Achieving a Better Life Experience) accounts — savings accounts for disabled individuals that are akin to Section 529 plans for education savings.
Die Smart: 11 Mistakes That Cost Your Family When You Die:

Estates & Trusts

Die Smart: 11 Mistakes That Cost Your Family When You Die:

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Language: English

Format: PDF / Kindle / ePub

Size: 12.02 MB

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Learn how » Your individual estate planning goals are unique to you, and your estate planning needs may be simple or complex. Our trusts and estates attorneys are experienced in the preparation of wills and revocable living trusts, powers of attorney, and proxies for the provision of health care, as well as programs that will achieve lifetime giving and charitable goals through outright transfers or the creation of lifetime trusts. An important function of an estate plan is to invest authority in those you trust by appointing executors, trustees, and guardians to be responsible not only for your assets but for your other precious possessions: minor children.
California Estate Law: Wills and Trusts Made Easy

Estates & Trusts

California Estate Law: Wills and Trusts Made Easy

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Language: English

Format: PDF / Kindle / ePub

Size: 7.37 MB

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I am a local Bay Area estate planning attorney. That’s the motto of the Boy Scouts. (And the Girl Scouts.) “Be prepared for what?” someone once asked Lord Baden-Powell, the founder of Scouting. “Why, for any old thing!” said Baden-Powell. If you have an issue that needs quality representation or perhaps you are not quite sure where to turn, then contact us to schedule a consultation and learn exactly what we can do for your unique situation.
How to Probate an Estate in California 20th (twentieth)

Estates & Trusts

How to Probate an Estate in California 20th (twentieth)

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Language:

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Size: 5.16 MB

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All information is provided on an as-is basis, and no representation, warranty, promise or guaranty, express or implied, is made as to the accuracy of the information on this website. BB&K relies on living trusts as the centerpiece of many of its estate plans. Many times this support and care ends up being provided by a scheming new “companion”. Being really good at something is not near as important as accomplishing something. A settlor may establish a trust for a number of purposes that include: Trusts allow a great degree of flexibility by allowing settlors to:
Foretalk: The 7 Critical Conversations for Living in the

Estates & Trusts

Foretalk: The 7 Critical Conversations for Living in the

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 9.36 MB

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Estate planners can also go through the National Institute for Excellence in Professional Education to get the Certified Specialist in Estate Planning (CSEP) designation. Provides CPE compliance tracking, learning management, curriculum development and much more. Our attorneys are skilled in the financial and legal strategies families and individuals implement to hand down their estate, including a business, while reducing their tax burden to the greatest extent possible.

 

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