30 (2012). u Kathryn W. Miree, Navigating the Landmines in Charitable Gift Planning, 41 INST. ON EST. ... COURSE MATERIALS J. 27 (Apr. 2012). u Richard L. Fox, A Guide to the IRS Sample Charitable Remainder Trust Forms, 33 EST. PLAN.
''parent'' as the person who would take under the intestate succession statutes and excludes stepparents, foster parents, and grandparents. ''Collateral Relatives.'' An attorney must be extremely careful in the use of language ...
Estate Planning: Materials Prepared for a Continuing Legal Education Seminar Presented at the Mid-Winter Meeting of the Legal Profession in...
L. No. 111-152, §1402(b), raised the Medicare tax on wages and self‐employment income in excess of $200,000 ($250,000 for a joint return) by 0.9%, unindexed. See, e.g., Keller v. Commissioner, 77 T.C. 1014 (1981); Achiro v.
Estate Planning: The New Golden Opportunities
Estate Planning: Complete Guide and Workbook
Hume, The ABA Checklist for Family Heirs: A Guide to Family History, Financial Plans and Final Wishes, Senior Lawyer Division, American Bar Association ... Madoff, Tenney, Hall, & Mingolla, Practical Guide to Estate Planning (2014 ed.) ...
Estate Planning
Estate Planning
19 [ 3 ] —Changing the Situs of a Trust ( a ) -Procedural Considerations The trustee must consider several ... A direct change of situs may be made where the trust document expressly grants such power to the trustee or there is ...
Included in this edition are the legislative changes enacted since the first edition, such as changes to wills and estate law arising from the commencement of the Succession Act 2006 (NSW) on 1 March 2008 as well as changes to income tax ...
Using a case-study and problems approach, Estate Planning: Principles and Problems, Second Edition, introduces students To The principles of estate planning - progressing from fundamental to complex issues - and...
This informative, essential book will teach you the questions you need to ask, and motivate you to act immediately.
This essential text covers the development of estate planning strategies for your clients, the fundamentals of the federal transfer tax system, relevant federal income tax rules, lifetime donative asset transfers, gratuitous property ...
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 ...
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 ...
Couple this book with the LexisNexis on-line publication Monahan et al, Estate Planning, 2014 for an even greater breadth of material ranging from the conceptual foundations through to the practical application in day to day practice.