Written by leading lawyers in the field, this popular guide to the tax-efficient drafting of wills, estate planning and administration provides practitioners with help and guidance on everyday estate planning and will drafting and discusses the typical problems and pitfalls that may be encountered in practice. The precedents have been carefully selected to deal in a straightforward fashion with common needs of clients.The book begins by looking at the essential legal framework of wills, trusts and taxation through a combination of detailed and authoritative commentary, worked examples and expertly drafted precedents. It then examines specific topics including: transferable nil rate band, using IPDIs, provision for children, pilot trusts, gifts, APR and BPR, obtaining the grant, instruments of variation and disclaimer, constituting and administering the will, and tax efficient administration.This edition has been extensively revised and includes four new chapters:Notes for the Will DraftsmanGifts to Charity and the Reduced IHT RateObtaining the GrantConstituting and Administering the WillThe authors’ narrative commentary is supplemented by 40 precedents which are included on an accompanying CD-ROM, allowing users to download and adapt each document as necessary.
Written by leading lawyers in the field, this popular guide to the tax efficient drafting of wills, estate planning and administration provides practitioners with help and guidance, and discusses the typical problems and pitfalls that may ...
This work begins by looking at the essential legal framework of giving and tax law through a combination of detailed and authoritative commentary, worked examples and precedents.
The book covers the standard topics, but is organized in an innovative fashion.
Drafting Trusts and Will Trusts: A Modern Approach
Drafting Trusts and Will Trusts: A Modern Approach
DRAFTING TRUSTS AND WILL TRUSTS: A Modern Approach
With a focus on practice and portfolio development, this book provides a detailed approach to the substantive law of estate planning and administration.
Packed with engaging, visually driven content and enhanced by detailed exhibits and a writing style free of confusing legalese, this edition introduces the important role that paralegals and other legal professionals play in this critical ...
Packed with engaging, visually driven content and enhanced by detailed exhibits and a writing style free of confusing legalese, this edition introduces the important role that paralegals and other legal professionals play in this critical ...
This guide explains the benefits of a living trust in simple, specific terms and shows how to set up a loved one’s trust with no lawyers and no expense.