Private Client 2021

Author: King
Editor:
ISBN: 9781913226909
File Size: 58,52 MB
Format: PDF, ePub, Mobi
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Estate Planning Wills Trusts

Author:
Editor:
ISBN:
File Size: 21,89 MB
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Wills Trusts And Estate Administration For Paralegals

Author: Jennifer Montante
Editor: Prentice Hall
ISBN: 9780132151290
File Size: 15,59 MB
Format: PDF, Mobi
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Wills, Trusts, and Estate Administration for Paralegals provides a comprehensive overview of estate planning and probate in a manner that is straightforward and easy to read and understand. Instructor resources include an Instructor's Manual, PowerPoint lecture slides, and Test Bank, while a book companion site offers study resources for students. Teaching and Learning Experience: Includes frequent hypotheticals to illustrate key concepts and features. "The Hypothetical Family" is a running example introduced in Chapter 1 and continued throughout each chapter to exemplify a fictional, but life-like, estate planning and probate scenario. Drafting assignments are provided in each chapter, as well as the forms for every assignment. Covers all of the major topics, including ethical considerations, and offers solid review and application of concepts

Your Indiana Wills Trusts Estates Explained Simply

Author: Linda C. Ashar
Editor: Atlantic Publishing Company
ISBN: 1601384246
File Size: 36,47 MB
Format: PDF, Kindle
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Few people want to think about what would happen to their families if they become disabled or die; however, planning for these occurrences in advance will reduce potential stress on your family later in life. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. This book will take the guesswork out of planning your estate and help you finally understand the complex processes. Your Indiana Wills, Trusts, & Estates Explained Simply will help you glide through this complicated process. This book has been adapted to offer Indiana residents state-specific advice for estate planning. Author Linda C. Ashar, attorney at law, has crafted an estate-planning primer that allows Indiana residents to become more informed and more involved during the process. Your Indiana Wills, Trusts, & Estates Explained Simply will provide all the information you need to choose, set up, and execute a will, trust, or estate. You will learn the legal terminology, including beneficiary, probate, trustor, trustee, assets, guardianship, and executor. You will also learn about trust agreements, trust property, settlement costs, life insurance, durable powers of attorney, marital deductions, gift splitting, survivorship deeds, gift tax issues, generation skipping transfer tax, tax deferred accounts, and advance directives. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.

Aarp Crash Course In Estate Planning

Author: Michael T. Palermo
Editor: Sterling Publishing Company, Inc.
ISBN: 140275860X
File Size: 31,97 MB
Format: PDF, Docs
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A guide to estate planning discusses such topics as wills, the probate process, selecting an executor, living trusts, naming a guardian for young children, living wills, and setting up a power of attorney.

Wills Trusts And Estates For Legal Assistants

Author: Gerry W. Beyer
Editor: Aspen Publishers
ISBN: 1543813089
File Size: 44,74 MB
Format: PDF
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Using an effective “learn by doing” approach, Wills, Trusts, and Estates for Legal Assistants emphasizes examples and applications, and includes hundreds of real life situations with detailed explanations. Students understand what the rules of law mean and how they apply in a real world context. The complete topic coverage introduces wills and trusts, intestate succession, estate administration, nonprobate transfers, and other estate planning issues such as taxes and malpractice. A balanced, experienced author team skillfully blends theory with practice and extensive pedagogy reinforces the text, with marginal terms and a glossary, ethical points, checklists, practice tips, and sample forms. The instructor's manual provides a summary of chapters, a model course outline, exam questions, assignment ideas, exercises, and a research guide for wills, trusts, and estates. New to the Sixth Edition: The impact of the Tax Cuts and Jobs Act on federal income, gift, estate, and generation-skipping transfer taxes Rights and liabilities of same-sex spouses Electronic wills and access to a decedent’s digital assets Techniques for demonstrating testamentary capacity Directed trusts and trusts authorizing trustees to consider environmental, social, and governance factors in making investment decisions Modifying the terms of an irrevocable trust by “decanting” Professors and students will benefit from: lively, lucid, and conversational style grabs and holds students’ interest learning-by-doing approach gives students a concrete grasp of abstract concepts Practice Tips guide students through the critical process of preparing and managing files flexible structure allows professors to follow the presentation of concepts in the book or organize the chapters to fit their syllabus

Your Estate Matters

Author: Patti S. Spencer, Esq.
Editor: Author House
ISBN: 1496935292
File Size: 41,81 MB
Format: PDF
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"Patti Spencer has learned everything there is to know on this subject and has written down a good bit of it in this book. This is a tremendous help to individuals as they try to sort out their estate and tax planning needs." - Matthew J. Creme, Jr. Partner at Nikolaus & Hohenadel LLP, Former President of the PA Bar Association "When it comes to estate planning and tax law, there's simply no one better than Patti Spencer. She demystifies estate planning in a way that is accessible for all. Known for her no nonsense style and humor, this book is a must-have for anyone making their estate plans or just trying to understand the process." - Samuel Bressi, President & CEO of Lancaster County Community Foundation "I have read Patti Spencer's newspaper column on a weekly basis for several years now, and never tire of learning more about estate planning and tax law. Patti manages to take complicated issues and reduce them to their simplest form." - David Griffith, Former Business Editor at Intelligencer Journal We don't intend to neglect our estate and financial plans, but it is so easy to be overwhelmed with conflicting financial advice. Your Estate Matters will bring clarity to those pesky, rapidly changing tax laws and will provide you with the accurate information you need to properly manage your estate. Your Estate Matters offers a practical down-to-earth approach that explains the ins and outs of estate planning, tax savings, and other issues that directly affect your family's pocketbook: income tax, living wills, trusts, prenuptial agreements, college savings, and retirement planning. If you want to stay ahead of the curve, are ready to plan your own estate, have aging parents, or have recently retired, this is the book you need to read.

Wills Trusts And Estate Administration

Author: Janis Walter
Editor: Cengage Learning
ISBN: 0357452305
File Size: 46,39 MB
Format: PDF
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Master the basics of estate planning and bequeathing property to others through wills and trusts with Walter/Wright's market-leading WILLS, TRUSTS, AND ESTATE ADMINISTRATION, 9E. This reader-friendly approach, designed specifically for paralegals, familiarizes you with the latest laws and procedures, including the Uniform Probate Code, the new Uniform Electronic Wills Act and the Uniform Partition of Heirs' Property Act. 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 area of law. You examine the latest relevant laws, review court procedures and learn about tax implications and ethical choices. Throughout the text user-friendly case summaries, state-specific examples, practical assignments and detailed documents guide your learning while actual contemporary examples of issues prepare you for success as a paralegal. Important Notice: Media content referenced within the product description or the product text may not be available in the ebook version.

Wills Trusts And Estates For Paralegals

Author: Diana L. Anderson
Editor: Wolters Kluwer
ISBN: 1454860049
File Size: 72,61 MB
Format: PDF, Mobi
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New text for the paralegal course on Wills, Trusts, and Estates that provides a general overview of Wills and Trusts. Covers the use of wills and trusts in creating an estate plan, as well as an overview of estate litigation and estate administration. This text teaches paralegals the necessary skills to assist with the preparation of wills and trusts and with the administration of estates. Key Features Begins with an understanding of the history and development of estate planning laws, continues through the preparation of the documents needed to create an estate plan, and ends with how to administer an estate. Practical, step-by-step examples throughout the book apply the concepts to realistic situations. Examples break down each document into individual elements. At each step, alternatives are provided and options are discussed. Practice Tips help students understand real-life applications and situations. Drafting exercises in the text offer opportunities to apply what the students have learned. Ethical considerations that all attorneys and paralegals must follow are included throughout the text. More complex concepts are introduced for general understanding only, so that students have an understanding of the concepts and language used in practice. The text emphasizes the vocabulary of estate planning so that students know the meaning of different terms and to use the terms correctly. Key terms are defined in the margins.

Drafting Wills Trusts And Other Estate Planning Documents

Author: Kevin D. Millard
Editor: Bradford Publishing Company
ISBN: 1932779418
File Size: 60,38 MB
Format: PDF, Kindle
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Estate Planning For Dummies

Author: N. Brian Caverly
Editor: John Wiley & Sons
ISBN: 0764555014
File Size: 44,50 MB
Format: PDF, ePub, Docs
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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.

Basic Wills Trusts And Estates For Paralegals

Author: Jeffrey A. Helewitz
Editor: Wolters Kluwer
ISBN: 0735571198
File Size: 50,72 MB
Format: PDF
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Basic Wills, Trusts and Estates for Paralegals, Fourth Edition, The concise text designed as an overview of wills, trusts, and estates for paralegal students, has been thoroughly updated to reflect changes in both state and federal materials. Written specifically with the paralegal student in mind, this user-friendly text provides: A quick, simple, and straightforward introduction to all of the basics of wills, trusts, and estates law Comprehensive coverage of the key topics, including a review of the sources of property law, trusts, and taxes Clearly written text and lively examples to help students Understand The law Helpful guidance on how to draft wills and trusts documents A step-by-step review of how to complete the entire federal estate tax return A final chapter with a state-by-state analysis of trust and estate law Continuing examples describing four different families that give students a helpful point of reference in learning the intricacies of estate planning Well-developed learning and teaching aids: chapter overviews, highlighted examples, key terms, review questions, sample clauses for analysis, edited cases, chapter summaries, and end-of-chapter exercises An appendix with useful forms A manageable length that makes this book ideal for shorter courses Completely updated, The Fourth Edition includes: New chapter questions Updated state-specific material in the final chapter Updated tax materials, including the new federal tax form New and updated forms in the appendix Comprehensive and practical, this manageable text conveys everything paralegal students need to know about wills, trusts, and estates without overwhelming them. an instructor website to support classroom instruction using this title is available at www.aspenlawschool.com/helewitz_wills4 .

Estate Planning Wills Trusts

Author: Prentice-Hall, inc
Editor:
ISBN:
File Size: 28,55 MB
Format: PDF, Docs
Read: 114
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Wills Trusts And Estate Administration

Author: Jennifer Montante
Editor: Pearson Higher Ed
ISBN: 0133582698
File Size: 80,77 MB
Format: PDF, Kindle
Read: 313
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This is the eBook of the printed book and may not include any media, website access codes, or print supplements that may come packaged with the bound book. Wills, Trusts, and Estate Administration for Paralegals provides a comprehensive overview of estate planning and probate in a manner that is straightforward and easy to read and understand. Instructor resources include an Instructor’s Manual, PowerPoint lecture slides, and Test Bank, while a book companion site offers study resources for students. Teaching and Learning Experience: Includes frequent hypotheticals to illustrate key concepts and features. "The Hypothetical Family" is a running example introduced in Chapter 1 and continued throughout each chapter to exemplify a fictional, but life-like, estate planning and probate scenario. Drafting assignments are provided in each chapter, as well as the forms for every assignment. Covers all of the major topics, including ethical considerations, and offers solid review and application of concepts

Private Client

Author: Helen Cousal
Editor:
ISBN: 9781910661666
File Size: 31,12 MB
Format: PDF, Kindle
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Estate Planning Wills Trusts Forms

Author:
Editor:
ISBN:
File Size: 67,60 MB
Format: PDF, ePub, Docs
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Estate Planning

Author: Donald J. Malouf
Editor:
ISBN:
File Size: 14,84 MB
Format: PDF, Mobi
Read: 6926
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Every Californian S Guide To Estate Planning

Author: Liza W. Hanks
Editor:
ISBN: 9781413327151
File Size: 45,36 MB
Format: PDF, Docs
Read: 1252
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Estate planning books often fall into two categories: Those that are overwhelming and full of jargon, focusing on strategies to avoid taxes, or those that provide a general overview of wills, trusts, and estate planning tools and issues at a basic level. Every Californian's Guide to Estate Planning is different: It focuses on estate planning issues that are unique to people who call California home.

Estate Planning

Author: Donald J. Malouf
Editor:
ISBN:
File Size: 38,69 MB
Format: PDF, ePub
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Wills Trusts And Estates Administration

Author: Suzan D. Herskowitz
Editor:
ISBN: 9780134559858
File Size: 11,11 MB
Format: PDF, Mobi
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For courses in Wills, Trusts, and Estates (Legal Studies & Paralegal) Flexible, complete coverage of all pertinent topics in the field of estate planning, in a format that's accessible to all levels of students Wills, Trusts, and Estates Administration is specifically designed for paralegal students and legal professionals. It presents the fundamentals of the field in a flexible approach that captures the complexities of modern estate planning while maintaining a clear, accessible style. The book's self-contained chapters let instructors easily adapt the material to their own classes and students. Written by a lawyer with 30 years of experience in the estate-planning field, it covers practical issues that arise in law office--situations that students will actually encounter when they begin their careers. The focus is on issues that concern today's typical American client, such as the trend towards an aging population, the growing population of families in second marriages, blended families and families in which the grandparents are raising their grandchildren, as well as those families that include non-married or same-sex couples. Current statistics concerning the aging population in the United States keep readers up to date on how current trends affect the estate planning industry. Neither too complicated for a two-year program, nor too simple for a full four-year program, this book does not presuppose a prior background in legal studies of any kind. The book is appropriate for the longtime continuing student, and it is ideal for the lifelong learner.