International Estate Planning Strategies

Author: WEST GROUP
Editor: Aspatore Books
ISBN: 9780314279286
File Size: 50,82 MB
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International Estate Planning Strategies provides an authoritative, insiders perspective on key strategies for aiding US and international clients in developing comprehensive estate plans. Featuring partners from some of the nations leading law firms, these experts guide the reader through the process of getting to know the client and gathering all the necessary information before drafting a plan. These top lawyers offer their advice for collaborating with a team of advisors, developing innovative strategies, and ensuring all of the clients assets are incorporated. From minimizing taxation to dealing with foreign trusts, these authors discuss the steps for creating and updating effective international estate plans. Additional topics include the importance of increased transparency and staying up-to-date on changes in the area of trusts and estates. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to success within this ever-evolving field.

Estate Planning Strategies

Author: Jay A. Soled
Editor: American Bar Association
ISBN: 9781590310946
File Size: 20,76 MB
Format: PDF, ePub, Mobi
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This comprehensive book is a guide to help circumnavigate the estate-planning world and specific changes EGTRRA has brought and will sensitize lawyers to the estate planning needs of their clients in a legal environment that is in transition. To assist in the navigation process, many of the nation's top estate-planning experts and practitioners have been assembled to participate in the production of this book

A Guide To International Estate Planning

Author: Leigh-Alexandra Basha
Editor:
ISBN: 9781627222679
File Size: 28,49 MB
Format: PDF, Mobi
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With the explosive growth in international investments, more and more lawyers and financial advisors realize the acute need to properly address critical issues of international estate planning for their clients. Whether you are counseling a foreign national or an American citizen, whether your practice is in the U.S. or abroad, whether you want to develop a general expertise in the area or are confronted by these issues on a more frequent basis, this compendium is a necessary and practical resource to help you identify and navigate many of the complex planning and regulatory compliance issues, both legal and tax, involved in international estate planning. In addition to providing a complete overview of the basic principles and procedures of international asset management from addressing the conflict of laws issues that are central in determining which country s laws will govern the disposition of a donor or decedent s wealth to the basic transfer tax rules for nonresident aliens, U.S. citizens, and resident aliens A Guide to International Estate Planning teaches proven strategies, techniques, and practical applications to use for meeting your clients international estate planning needs. Twenty-two detailed chapters are written by trust and estate lawyers with significant experience in international issues. Their advice goes beyond simply highlighting issues in estate planning, emphasizing key issues as compliance, treaty, choice of law, and estate administration problems. This updated edition now includes chapters on FATF and anti-money laundering and offshore compliance, as well as chapters from several foreign jurisdictions to provide comparative insights on different topics."

Selecting The Best Estate Planning Strategies

Author: Practice Development Institute
Editor:
ISBN:
File Size: 44,45 MB
Format: PDF, ePub, Mobi
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Advanced Estate Planning Strategies

Author: State Bar of Texas. Professional Development
Editor:
ISBN:
File Size: 42,81 MB
Format: PDF, ePub, Mobi
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Estate Planning Strategies After Estate Tax Reform

Author: Charles D. Fox
Editor:
ISBN:
File Size: 79,81 MB
Format: PDF, ePub
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"This book is intended to be the concise, practical reference on the implications of the recently enacted phase-out and deferred repeal of the estate and GST taxes, and the modifications to the gift tax, for all financial aid professionals, whether they are attorneys, accountants, fiduciaries, insurance agents, family office managers, or other professionals active in the estate planning field. The book summarizes the key components of the Economic Growth and Tax Relief Reconciliation Act of 2001 relating to estate planning ... the text explains how the law works, what planning opportunities and strategies will be available for clients and customers, and what planning techniques are rendered unnecessary by the new legislation ... [it] also examines areas in which the new legislation is unclear ... [and] provides samples of new or revised forms."--Preface.

Comprehensive Financial Planning Strategies For Doctors And Advisors

Author: David Edward Marcinko
Editor: CRC Press
ISBN: 1482240289
File Size: 23,28 MB
Format: PDF
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Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical PlannersTM will shape the industry landscape for the next generation as the current ecosystem strives to keep pace. Traditional generic products and sales-driven advice will yield to a new breed of deeply informed financial advisor or Certified Medical PlannerTM. The profession is set to be transformed by "cognitive-disruptors" that will significantly impact the $2.8 trillion healthcare marketplace for those financial consultants serving this challenging sector. There will be winners and losers. The text, which contains 24 chapters and champions healthcare providers while informing financial advisors, is divided into four sections compete with glossary of terms, CMPTM curriculum content, and related information sources. For ALL medical providers and financial industry practitioners For NEW medical providers and financial industry practitioners For MID-CAREER medical providers and financial industry practitioners For MATURE medical providers and financial industry practitioners Using an engaging style, the book is filled with authoritative guidance and healthcare-centered discussions, providing the tools and techniques to create a personalized financial plan using professional advice. Comprehensive coverage includes topics likes behavioral finance, modern portfolio theory, the capital asset pricing model, and arbitrage pricing theory; as well as insider insights on commercial real estate; high frequency trading platforms and robo-advisors; the Patriot and Sarbanes–Oxley Acts; hospital endowment fund management, ethical wills, giving, and legacy planning; and divorce and other special situations. The result is a codified "must-have" book, for all health industry participants, and those seeking advice from the growing cadre of financial consultants and Certified Medical PlannersTM who seek to "do well by doing good," dispensing granular physician-centric financial advice: Omnia pro medicus-clientis. RAISING THE BAR The informed voice of a new generation of fiduciary advisors for healthcare

International Tax Estate Planning

Author:
Editor:
ISBN:
File Size: 25,23 MB
Format: PDF, Docs
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Postmortem Estate Planning

Author: Lawrence Newman
Editor:
ISBN:
File Size: 11,46 MB
Format: PDF, ePub, Docs
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Estate Planning Strategies Using Trusts

Author: Bonnie J. Lawless
Editor:
ISBN:
File Size: 30,30 MB
Format: PDF, Docs
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Financial And Estate Planning

Author: Sidney Kess
Editor:
ISBN:
File Size: 41,29 MB
Format: PDF, ePub, Docs
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Estate Planning Strategies For Physicians

Author: Lawrence Farber
Editor: PDR Network
ISBN:
File Size: 48,86 MB
Format: PDF, ePub, Docs
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Tax Advisors Planning Series Estate Planning Strategies Using Trusts

Author:
Editor:
ISBN:
File Size: 18,17 MB
Format: PDF, Kindle
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Pre Owned Assets And Estate Planning Strategies

Author: Emma Chamberlain
Editor:
ISBN: 9780414040113
File Size: 75,46 MB
Format: PDF, ePub, Mobi
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Pre-owned Assets and Tax Planning Strategies

International Tax Estate Planning

Author:
Editor:
ISBN:
File Size: 52,62 MB
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Winning The Estate Planning Game

Author: Timothy J. Cestnick
Editor: Prentice Hall Canada
ISBN: 9780130285171
File Size: 19,10 MB
Format: PDF, ePub, Docs
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International Estate Planning

Author: Robert C. Lawrence
Editor:
ISBN:
File Size: 37,47 MB
Format: PDF, Docs
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Advanced Estate Planning Strategies Course

Author: State Bar of Texas. Professional Development
Editor:
ISBN:
File Size: 38,14 MB
Format: PDF, ePub
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Estate Planning

Author:
Editor:
ISBN:
File Size: 38,16 MB
Format: PDF, Kindle
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Estate Planning

Author: William P. Streng
Editor: John Wiley & Sons
ISBN: 1119157129
File Size: 13,28 MB
Format: PDF, Kindle
Read: 3273
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Plan ahead: estate planning to secure your wishes Estate Planning is your overview of the estate planning concepts that are necessary to consider when advising your clients about the different facets of wealth transfer planning. This fundamental reference presents the basic estate, gift, and trust planning ideas in a descriptive and accessible manner—allowing you to easily and conveniently access the information you need when you need it. 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 transfers at death, generation-skipping transfers, special property transfer planning considerations, and post-mortem planning. When done effectively, estate planning enables your clients to make both lifetime and testamentary transfers of assets to beneficiaries of their choice. In the process, strategic, successful estate planning strategies conserve wealth for these beneficiaries, who are often family members of the client. Leveraging the right methods of estate planning can ensure that you achieve your client's objectives. Explore the fundamentals of estate planning as they relate to wealth transfer planning Dive into special property transfer planning considerations, including community property, life insurance, charitable transfers, closely held corporations, etc. Better serve your clients by having access to relevant, easy to navigate information on estate planning best practices Reinforce these new ideas with a comprehensive test bank Estate Planning is your guide to estate planning concepts that help you protect your assets during wealth transfer—and prepare for your assets to change hands as smoothly as possible.