Textbook on Trusts

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 6.14 MB

Downloadable formats: PDF

We advise our clients on how to title their assets to best achieve their objectives, on probate avoidance and on beneficiary designations. Planning for the care of loved ones with special needs certainly tops the list of emotionally-charged and potentially complex topics. Kelly also has extensive trial, mediation and appellate experience, and has successfully litigated a number of high profile trust disputes and elder financial abuse cases. If an individual establishes a trust primarily for the purpose of protecting his or her assets from the claims of his or her creditors, and if the individual voluntarily transfers of assets to the trust without consideration, then the trust may be voidable under the Fraudulent Conveyances Act.

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Wills, Trusts, and Estates (Casebook)

Format: Hardcover

Language: English

Format: PDF / Kindle / ePub

Size: 8.67 MB

Downloadable formats: PDF

We offer counsel on business succession planning, estate and gift tax matters, charitable trusts and foundations, guardianships, long-term care planning, and retirement planning. Read more Squirreling away money for retirement, planning for vacations or major purchases, setting up a college fund for the kids—chances are, you already have taken steps to plan ahead. At Ettinger Law Firm, we use trusts for basic planning to avoid probate proceedings, save estate taxes and to plan for disability. to this we add our experience in over ten thousand cases to advise on special situations we have seen come up time and again such as planning for a disabled child or grandchild, how to plan for couples in second marriages, and what to do about spendthrift children.

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Tolley's Estate Planning 1993

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 11.04 MB

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Pierce Atwood has an extensive history of successful representation of clients in all types of probate litigation matters, from guardianships, conservatorships, and adoptions to disputes over the validity or interpretation of Wills and Trusts. From drafting a last will and testament to establishing a revocable living trust, we engage in comprehensive estate planning with our clients to make sure every matter is addressed, including the distribution of your property to family, friends, charities and institutions, the bequest of specific gifts to leave a lasting legacy, and planning for your own care in the event of a temporary or long-term period of incapacity.

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The Good Trustee Guide: Resource Organiser for Members of

Format: Loose Leaf

Language: English

Format: PDF / Kindle / ePub

Size: 14.12 MB

Downloadable formats: PDF

Our services include preparation of testamentary documents and intervivos trusts; planning for succession and ownership in closely held businesses including S corporations, partnerships and limited liability companies; life insurance planning, including preparation of life insurance trusts and financing agreements; and planning for charitable giving, including use of charitable remainder trusts, charitable lead trusts and private foundations.

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Principles of EUropean Trust Law (Law of Business and

Format: Hardcover

Language: English

Format: PDF / Kindle / ePub

Size: 12.52 MB

Downloadable formats: PDF

The person who benefits from the trust is called the beneficiary. Commonly younger individuals don't realize the need or importance for such documents as they are young and immortal, or believed to be less likely to have a need for these provisions. As part of our commitment to providing our clients with a wide range of long-term financial and estate planning services, the tax attorneys at Fergeson, Skipper, Shaw, Keyser, Baron & Tirabassi have the knowledge, dedication and experience to address a variety of tax law matters, including: For a comprehensive approach to all your tax and estate planning needs, contact the Sarasota offices of Fergeson, Skipper, Shaw, Keyser, Baron & Tirabassi today at 941-957-1900.

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Legal & Tax Planning for California Same-sex Couples

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 9.10 MB

Downloadable formats: PDF

A qualified family-owned business exclusion could also be put to good use. Sometimes referred to as a "revocable" or "Inter vivos" Trust, this instrument creates a separate entity with specific and very individualized rules for its operation. S. business taxes, international business taxes, and estate taxes. Most gifts in excess of $13,000 per person, per year need to be reported on a federal gift tax return (and maybe even a state gift tax return in Connecticut and Tennessee).

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A Treatise on the Law of Trusts and Trustees, Volume I

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 13.15 MB

Downloadable formats: PDF

How do you give an accounting to a beneficiary who is homeless? And that’s what I help you and your family do in my Virginia estates, trusts, and wealth preservation law practice. – Whether estate and gift taxes go up, go down, or even go away someday, with proper estate planning you’ll be prepared to minimize them. – Whether your daughter marries a prince of a man, or a layabout no-goodnik who looks at you with dollar signs in his eyes, with proper estate planning you’ll have confidence that your money will stay in your family. – Whether your child or grandchild (or even you) gets sued in court over a traffic accident, and loses – or wins- or ever faces foreclosure, or has to file for bankruptcy protection – or not – trusts that I design for you can help keep predators at bay. – Whether your grandchildren (or even later generations) go to the University of Virginia on a scholarship, need student loans to help pay for Washington & Lee, or get a free ride at the U.

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Community Property, Keyed to Bird (Casenote Legal Briefs)

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 10.62 MB

Downloadable formats: PDF

Staying ahead of developments and new trends in estates, trusts, and wealth transfer tax is a priority of our attorneys, many of whom lecture on these subjects at continuing legal and professional education seminars. All candidates are encouraged to join the Trusts & Estates Law Society. Based on these analyses and discussions with the client, we customize an estate plan for each individual. Being your own boss allows you to structure your working hours as well as your workload however you see fit.

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Business Succession and Estate Planning for the Closely Held

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 14.58 MB

Downloadable formats: PDF

Our counsel also includes planning to ensure the necessary liquidity to pay estate taxes and to ensure the financial security of the surviving family members, including life insurance structures. An exploration of whether retirement plan assets are or should be exempt from bonding requirements. We advise our clients on how to title their assets to best achieve their objectives, on probate avoidance and on beneficiary designations. Family discretionary trusts (simply referred to as “family trusts”), in particular, bear a close look when using them as part of your estate planning.

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Your Living Trust & Estate Plan

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 8.67 MB

Downloadable formats: PDF

Our Seattle estate attorneys carefully listen to clients and prepare documents, paying extensive attention to detail. Let us show you how to better achieve your family’s inheritance and tax planning goals. Each has various risks and advantages involving taxes, personal control and statutory constraints. Just as you've invested time, energy and emotions in your family and circle of loved ones, you've also sacrificed to grow your business. For 2011 and 2012, Uncle Sam starts collecting taxes at the $5 million level.

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