Estates And Trusts Download Ebook PDF Epub Online

Author : Mealnie A. Yach
Publisher :
Release : 2016
Page :
Category :
ISBN 13 : 9780888049322
Description :



Author : Stewart E. Sterk
Melanie B. Leslie
Publisher : Foundation Press
Release : 2019-06-10
Page : 1260
Category : Decedents' estates
ISBN 13 : 9781642424911
Description :


The Sixth Edition of Sterk and Leslie's Estates and Trusts modernizes a classic book to reflect important changes in the field. The new edition includes: Expanded discussion of trust decanting and directed trusts, including excerpts from the new Uniform Trust Decanting Act and Uniform Directed Trusts Act Eleven new principal cases decided since 2015, including: Estate of Prince (applying the presumption of paternity to reject claims by persons claiming to be blood relatives of the renowned singer) Aoki v. Aoki (upholding releases of powers of appointment in the estate plan of the founder of the Benihana restaurant chain) Minnesota Life v. Rings (reconciling simultaneous death statutes with language in a beneficiary designation form) Trust of Shire (construing the trust modification provisions of the UTC) Pikula v. Department of Social Services (upholding a discretionary trust as a supplemental needs trust A completely rewritten--and brief--introduction to the federal estate tax, reflecting the current provisions of the code


Author : David Glusman
Gabriel Ciociola
Publisher : CCH
Release : 2008
Page : 700
Category : Business & Economics
ISBN 13 : 9780808092063
Description :



Author : Margaret Atkins Munro
Kathryn A. Murphy
Publisher : John Wiley & Sons
Release : 2008-11-24
Page : 384
Category : Law
ISBN 13 : 9780470453292
Description :


Executing an estate or a trust fund is a big responsibility. Estate & Trust Administration For Dummies contains advice for handling estates and trusts of any size. It offers solid pointers on reading and interpreting a will and other documents, and helping heirs avoid paying too much (or too little). It also shows you how to take care of a loved one's estate in the event that a will or trust was never created. This authoritative, plain-English guide helps you understand and follow the rules that govern estates and trusts, ensure a smooth transfer of property, and manage fiduciary affairs in an orderly manner. You’ll get help choosing and assembling a team of professional advisors, settling debts and paying bequests, operating a revocable or irrevocable trust, and making sound trust investment decisions. Discover how to: Understand executors’ and trustees’ duties Read and interpret important documents Properly execute an estate or trust Handle estates both large and small Get familiar with the probate process and estate taxes Identify different types of trusts Follow the deceased’s wishes — and the law Notify insurers and employers of a death Follow the steps for closing an estate Establish, fund, and change ownership of a trust Keep proper trust records Yes, you can do the job and do it well. All you need is a little help from Estate and Trust Administration For Dummies.


Author : John M. Jenset
Publisher : Scarborough, Ont. : Carswell
Release : 1992
Page :
Category : Law
ISBN 13 : 9780459573409
Description :



Author :
Publisher :
Release : 1982
Page :
Category : Estate planning
ISBN 13 :
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Author : Martyn Frost
Penelope J. Reed
Publisher : Oxford University Press, USA
Release : 2014
Page : 504
Category : Law
ISBN 13 : 9780199672929
Description :


Risk and Negligence in Wills, Estates, and Trusts provides essential guidance for all will draftsmen. It offers in-depth analysis of negligence and wills, together with commentary on safe practice and the avoidance of risk. Together the areas covered provide a framework for the safe practice that is now essential in this much disputed area of work. This updated edition examines the new developments in will preparation and what is needed for safe practice as well as the important cases since the last edition. This work contains indispensable practical guidance, tailored to meet the demands of all those involved in wills, trusts, and estates and disputes relating to them. Practical advice in establishing best practice to avoid disputes is given and the appendices include practical forms and checklists to assist this. In addition there is analysis of the allied subjects of estate and trust administration and commonly encountered problem areas. A section also concentrates on duties in relation to taxation aspects of this work. Negligence and private client work is a fast developing area of modern law. The recent financial crisis has helped to focus attention closely on what risk is and how it should be managed. This has not merely been in the financial sector but in all areas of business. The legal profession has seen some major financial failures and an operating climate that is increasingly difficult. The rise in PI claims, the insurers' restrictions on cover, and the increased cost of cover have led to an increased focus on professional ability and risk management. Therefore, knowledge of the risks, what constitutes safe practice, and how to manage risk, are essential for anyone practising in this area.


Author : Magda Salvesen
Diane Cousineau
Publisher : Rutgers University Press
Release : 2005
Page : 381
Category : Art
ISBN 13 : 9780813536040
Description :


Artists' Estates offers a fascinating journey into the complex and competitive art world through the distinctive lens of those who deal with the paintings, prints, and sculpture that artists leave behind after their deaths. Bringing together interviews conducted by Magda Salvesen, the widow of the second-generation Abstract Expressionist painter Jon Schueler, this unique book provides a window into the goals and desires, the conflicts and frustrations, and the emotional and financial strains that confront widows, companions, sons, and daughters as the heirs to artists' estates. The judiciously arranged and edited interviews also address the benefits and liabilities of foundations and trusts through the insights of lawyers, gallery dealers, and foundation directors. Readers will explore well-known estates, including those of Roy Lichtenstein, Mark Rothko, Adolph Gottlieb, Milton Avery, Romare Bearden, and David Smith, as well as the equally intriguing legacies of lesser-known artists whose work came to the fore in the forties and fifties. Together, the passionate testimonies of families and lovers, the measured voices of art professionals, and the more than eighty photographs offer an indispensable entre into the private and public worlds of art.


Author : Edgar W. S. Ramsay
Publisher :
Release : 1971
Page : 204
Category : Estates (Law)
ISBN 13 :
Description :



Author :
Publisher :
Release : 1996
Page :
Category : Estate planning
ISBN 13 :
Description :



Author : Bonnie Croll
Melanie Ann Yach
Publisher : Canada Law Book
Release :
Page :
Category : Estates (Law)
ISBN 13 :
Description :



Author : N. Brian Caverly
Jordan S. Simon
Publisher : John Wiley & Sons
Release : 2011-03-08
Page : 384
Category : Business & Economics
ISBN 13 : 1118053958
Description :


If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.


Author :
Publisher :
Release : 1999
Page : 426
Category : Estates (Law)
ISBN 13 :
Description :



Author : Stewart E. Sterk
Melanie B. Leslie
Publisher : Foundation Press
Release : 2011
Page : 1122
Category : Law
ISBN 13 : 9781599419282
Description :


This casebook presents a functional approach to Trusts and Estates. In addition to a focus on recent cases, the book uses questions and problems to focus student attention on issues that face estate planners, litigators and policy makers. In each chapter, it integrates discussion of drafting and planning issues with its treatment of doctrine and policy.In addition, this casebook is accompanied by power point slides to use in explaining concepts for which diagrams are useful, such as intestate succession, the elective share, anti-lapse statutes, abatement and future interests. The unusually helpful teacher's manual includes not only case summaries and detailed legal analysis, but detailed lesson plans and discussion questions for those new to law teaching.


Author : International Academy of Estate and Trust Law. Conference
Rosalind F. Atherton
Publisher : Kluwer Law International B.V.
Release : 2003-01-01
Page : 222
Category : Law
ISBN 13 : 9041122230
Description :


Part 1. Trusts and taxes Italian style. Introduction: Trusts--some observations from a civil law perspective / Maurizio Lupoi ; Trusts and company law--the Italian experience / Edoardo Andreoli ; Trusts and income taxes in Italy / Guglielmo Maisto ; Analysis of indirect taxation on transfers of trust property in Italy / Paolo Gaeta -- pt. 2. Death and gift taxes, including cross-border issues. Introduction: Overview and comparative reflections / Ian V. Gzell ; Special considerations in US-Canada estate planning / Wolfe D. Goodman ; Inheritance and gift taxes--France / Laurent G. Chambaz ; Death and gift taxes : a view from Switzerland / Richard F.G. Pease ; Death and gift taxes--United States / Erik J. Stapper -- pt. 3. Debate: Should Utopia introduce an inheritance tax? Introduction: To tax or not to tax : that was the debate / Barbara R. Hauser ; Estate tax : an argument in favor of working toward equality, justice and common sense through a system of estate taxation / Joseph Kartiganer and Michael Sedlaczek ; Death taxes : unfair and inefficient / Timothy G. Youdan ; Death taxes for Utopia? : a case in the negative / Jürgen Killius -- pt. 4. Ethical issues in estate planning. Introduction / Bruce S. Ross ; Ethical guidelines for the estates and trusts lawyer : the ACTEC commentaries on the Model Rules of Professional Conduct and notes on ethics 2000 / Bruce S. Ross ; Conflict of interest and professional obligations in estate and trust law : an English perspective / Michael Jacobs ; Conflict of interest and professional obligations in probate actions in Germany / Andreas Frieser ; Rules of conduct for estate planners and ethical issues in estate planning in The Netherlands / Hendrik M. Sasse.


Author : Deborah S. Gordon
Browne C. Lewis
Publisher : Cambridge University Press
Release : 2020-09-17
Page : 250
Category : Business & Economics
ISBN 13 : 1108495117
Description :


This book analyzes estates and trusts cases through a feminist lens using some of the most popular feminist legal theories.


Author : Laurie Lynn Ouellette
Publisher :
Release : 2005
Page : 189
Category : Estates (Law)
ISBN 13 : 9781553675433
Description :



Author : Valerie J. Vollmar
Amy Morris Hess
Publisher : West Academic
Release : 2003
Page : 1208
Category : Law
ISBN 13 :
Description :


This law school textbook explores the basic doctrines and planning techniques that modern lawyers must master to assist clients with estate planning, draft implementing documents, and advise fiduciaries and clients on the proper administration of estates and trusts. A hypothetical client family is used to explore the human aspects of estate planning and to illustrate estate planning issues most likely to arise at particular stages of a client's life. Textual material is designed to be self-explanatory, so that teachers are free to use classroom time to explore planning and drafting techniques and policy considerations more fully.


Author :
Publisher :
Release : 1998
Page :
Category : Estate planning
ISBN 13 : 9780887595981
Description :



Author : Mary Randolph
Publisher : Nolo
Release : 2018-02-28
Page : 520
Category : Law
ISBN 13 : 1413324800
Description :


"Handle property and debts, deal with family members, save time and money with probate shortcuts"--Cover.