Practical Guide to Estate Planning 2009

Practical Guide to Estate Planning 2009 PDF Author: Ray D. Madoff
Publisher: CCH
ISBN: 9780808092339
Category : Business & Economics
Languages : en
Pages : 844

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Book Description
Practical Guide to Estate Planning provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. It is divided into four major sections, the first of which provides a general view of the estate planning process.

Practical Guide to Estate Planning 2009

Practical Guide to Estate Planning 2009 PDF Author: Ray D. Madoff
Publisher: CCH
ISBN: 9780808092339
Category : Business & Economics
Languages : en
Pages : 844

Get Book

Book Description
Practical Guide to Estate Planning provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. It is divided into four major sections, the first of which provides a general view of the estate planning process.

Practical Guide to Estate Planning (2022)

Practical Guide to Estate Planning (2022) PDF Author: Ray D. Madoff
Publisher:
ISBN: 9780808056348
Category :
Languages : en
Pages :

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Book Description
Practical Guide to Estate Planning provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate.

Practical Guide to Estate Planning

Practical Guide to Estate Planning PDF Author: Ray D. Madoff
Publisher: CCH Incorporated
ISBN: 9780808039280
Category : Estate planning
Languages : en
Pages : 0

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Book Description
Practical Guide to Estate Planning provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its wellannotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generationskipping transfer tax rules and charitable planning, which encompass the use of private foundations and splitinterest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pourover will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate. This reference, with its wealth of basic information as well as its impressive assortment of forms and supporting materials, offers something of interest for everyone. Its clarity and organization, augmented by wellconstructed examples, practice tips, diagrams and charts, make it a work that will be useful to both the newcomer and the e

A Practical Guide to Estate Planning for a Family with a Special Needs Child

A Practical Guide to Estate Planning for a Family with a Special Needs Child PDF Author: Sebastian V. Grassi, Jr.
Publisher: ALI-ABA
ISBN: 0831899840
Category : Law
Languages : en
Pages : 373

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Book Description


A Practical Guide to Estate Planning in Massachusetts

A Practical Guide to Estate Planning in Massachusetts PDF Author:
Publisher:
ISBN: 9781575890203
Category : Estate planning
Languages : en
Pages :

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Book Description


Estate Planning

Estate Planning PDF Author: Michael John Perkins
Publisher:
ISBN: 9780409328264
Category : Estate planning
Languages : en
Pages : 649

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Book Description
Trusts and estates practice has become increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book.

Practical Guide to Estate Planning, 2016 Edition

Practical Guide to Estate Planning, 2016 Edition PDF Author: Ray D. Madoff
Publisher:
ISBN: 9780808041252
Category : Business & Economics
Languages : en
Pages : 0

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Book Description
Practical Guide to Estate Planning provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate. This reference, with its wealth of basic information as well as its impressive assortment of forms and supporting materials, offers something of interest for everyone. Its clarity and organization, augmented by well-constructed examples, practice tips, diagrams and charts, make it a work that will be useful to both the newcomer and the experienced pr

A Practical Guide to Estate Planning in Massachusetts

A Practical Guide to Estate Planning in Massachusetts PDF Author: Patricia M. Annino
Publisher:
ISBN: 9781683450351
Category : Estate planning
Languages : en
Pages :

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Book Description


Practical Guide to Estate Planning

Practical Guide to Estate Planning PDF Author: Ray D. Madoff
Publisher: Cch Incorporated
ISBN: 9780808020080
Category : Business & Economics
Languages : en
Pages : 1252

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Book Description
Provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. Features a well-annotated collection of forms that will appeal to many experienced estate planners. This Guide: Addresses the rules involved in estate planning and structures to achieve desired tax effects; Discusses gifts, generation-skipping transfer tax rules and charitable planning; Contains a set of estate planning forms, including a living trust, an irrevocable life insurance trust, annual exclusion trusts, a pour-over will, QPRT and more

A Practical Guide to Estate Planning in Massachusetts

A Practical Guide to Estate Planning in Massachusetts PDF Author:
Publisher:
ISBN: 9781575890203
Category : Estate planning
Languages : en
Pages :

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Book Description