The Fundamentals of Estate Planning, Revised Printing

Format: Hardcover

Language: English

Format: PDF / Kindle / ePub

Size: 6.48 MB

Downloadable formats: PDF

Our firm thrives on the results we can provide our clients in and out of Surrogate’s Court. Tax consequences and estate preparation are your two main considerations in choosing between the two types. For more information please email learning@planinstitute.ca or call 604-439-9566. Most importantly, we represent our clients with the understanding that we must protect their dignity as well as their legal rights. A well-crafted estate plan will reduce or eliminate estate taxes and involvement with the probate system, and at the same time promote family harmony.

Continue reading "The Fundamentals of Estate Planning, Revised Printing"

Wills, Administration and Taxation: A Practical Guide

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 11.09 MB

Downloadable formats: PDF

You should sign a "Pourover Will" along with your Living Trust. The Law Offices of Attorney Daniel Cooper is pleased to offer personalized legal counsel and representation. Whether the issues are related to estate planning or have to do with the formation or operation of a business venture, we have the experience to be able to find the most effective and efficient solutions to the issues that our clients are facing. A trust generally must have a calendar tax year, but an estate may have a fiscal year.

Continue reading "Wills, Administration and Taxation: A Practical Guide"

A treatise on the law of trusts and trustees

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 14.76 MB

Downloadable formats: PDF

As discussed in last month’s Newsletter, your Will can only do so much, as company or trust assets are not part of your estate. The focus of our Utah estate planning and probate practice is on the individual. Kolodziej, Attorney At Law Julie Kolodziej is a 1996 graduate of DePaul University College of Law. Once the executor has completed the administration process, as described in the Administration of Estates Act, they will be able to finalise the estate.

Continue reading "A treatise on the law of trusts and trustees"

Direction Memo(TM): How to Write a Letter of Instructions

Format: Print Length

Language: English

Format: PDF / Kindle / ePub

Size: 12.21 MB

Downloadable formats: PDF

Trusts are established to help reduce estate tax liabilities and to protect the property and keep it from landing in probate. When completing your asset inventory, you should pay special attention to how that particular asset will pass upon your death. You may make your current spouse the beneficiary of the trust until their death and then your children. In addition, she is a member of the Institutional Review Board at Albany Medical Center, a member of St.

Continue reading "Direction Memo(TM): How to Write a Letter of Instructions"

The Law of Succession

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 10.56 MB

Downloadable formats: PDF

Once you have successfully completed the Certificate, you will be able to appreciate fully the complex interactions that exist between the legal and taxation factors impacting various types of private client. Fortunately, there are tools that can help you cope with this threat. However, no two families face the same set of life circumstances, so it is important to work with an estate planning lawyer who will ask about your unique needs and goals.

Continue reading "The Law of Succession"

Estate Planning & Chapter 14 (Pli Press's Tax Law & Estate

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 14.03 MB

Downloadable formats: PDF

Our law firm focuses on California estate planning, wills, trusts, estates, probate administration, trust administration, asset protection, and entity formation. Whether that means ensuring that your children are cared for, preserving your estate to benefit your heirs, or leaving a legacy of charitable giving, we work with you create a custom Utah estate plan designed to meet your individual and family goals. Establishing a charitable trust may involve any one of many specific kinds of trusts that eventually result in a gift to a charity.

Continue reading "Estate Planning & Chapter 14 (Pli Press's Tax Law & Estate"

Blueprints: Equity and Trusts

Format: Print Length

Language: English

Format: PDF / Kindle / ePub

Size: 12.91 MB

Downloadable formats: PDF

This list also includes vehicles, boats, and trailers. This report is updated annually and we will send you the latest edition once it has been published. When helping a client create a will or trust fund, we work to achieve a solution that will effectively protect that client's interests to ensure his or her intentions will be carried out. The firm’s attorneys seek to understand each client’s objectives and give solid, realistic legal advice with the client’s goals in mind.

Continue reading "Blueprints: Equity and Trusts"

The Trust Bible

Format: Hardcover

Language: English

Format: PDF / Kindle / ePub

Size: 10.79 MB

Downloadable formats: PDF

Our estate planning and corporate attorneys work closely to assist owners of closely-held businesses to provide for transition in ownership to the next generation. Therefore, bank accounts and real estate must be held in the trust name for the trust directions to apply to these items. Our practice encompasses the full range of trust and probate controversies, including will and trust contests, interpretation disputes concerning complex estate planning documents, contested accountings, community property disputes and breach of fiduciary duty claims.

Continue reading "The Trust Bible"

Trusts and Estates Litigation and Dispute Resolution:

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 14.93 MB

Downloadable formats: PDF

While Utah Estate Education, LLC tries to maintain updated content, this website may not reflect the most current legal developments. The chair of the Estates and Trusts Group, Raymond C. A survey of effective unsupervised procedures in use outside of California that could serve as models for a new California informal decedent's administration statute. If you find yourself responsible for the estate or trust of a deceased loved one, these articles can help you.

Continue reading "Trusts and Estates Litigation and Dispute Resolution:"

Trustee's Legal Companion, The: A Step-by-Step Guide to

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 5.23 MB

Downloadable formats: PDF

Counsel to a multinational family seeking to transfer wealth to the second generation while retaining full control of a closely held US company in contemplation of a future initial public offering (IPO). You've worked a lifetime, accumulating assets along the way. The estate planning trust and any holdings within it is managed by a trustee. Feel free to call toll-free, any time, day or night, at 1-800-344-6431 or contact us at 718-350-2802.

Continue reading "Trustee's Legal Companion, The: A Step-by-Step Guide to"