Category Archives: Estates & Trusts

Codicil to Will Kit

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 9.53 MB

Downloadable formats: PDF

Meet in our office, at your home, at your business, or at a nursing home or hospital. Call ahead to schedule your consultation. This document supports the promotion and marketing of insurance or other financial products and services. Proc. 2001-38, now puts the taxpayer in the driver’s seat. Complex Larger Estates: We prepare complex wills and trust agreements, review tax implications, initiate gifting plans and rearrange property ownership and beneficiary designations to achieve goals that are most cost-effective for our clients.

Continue reading Codicil to Will Kit

Estate and Gift Tax Guide 1987

Format: Paperback

Language:

Format: PDF / Kindle / ePub

Size: 6.07 MB

Downloadable formats: PDF

Probate-avoidance is the main reason to make a revocable living trust, but there are other benefits as well. They are found at Chapter 4 of the Utah Probate Code (§75-4-101 et. seq.) (See treatise Section 7.11.) No probate is needed in Utah if the total amount of the decedent’s property that would otherwise be subject to probate is less than $100,000 and if none of the property is real property. Applicants for the program must have a current financial, tax, or legal license, or may be granted admission based on a related professional interest.

Continue reading Estate and Gift Tax Guide 1987

Did the Government Write Your Will?

Format: Print Length

Language: English

Format: PDF / Kindle / ePub

Size: 10.98 MB

Downloadable formats: PDF

The Trusts and Estates Law Section Newsletter features peer-written, substantive articles relating to the practice of trusts and estates law on various topics including estate planning, will drafting, tax issues, guardianship, power of attorney, and probates. Determining if a trust should be established and what types of trust are appropriate. Genova Burns also provides legal representation in the administration of estates; including the conduct of uncontested and contested probate, handling the processes by which debts are paid and assets are distributed, tax compliance is implemented and post mortem tax strategies are considered.

Continue reading Did the Government Write Your Will?

Taxation of Estates, Gifts and Trusts (American Casebooks)

Format: Hardcover

Language: English

Format: PDF / Kindle / ePub

Size: 6.97 MB

Downloadable formats: PDF

We can help you with asset preservation concerns as we draft, prepare, review and amend trusts, living trusts and testamentary trusts. Our Trusts & Estates Practice Group has extensive experience in assisting clients with their estate planning needs. One reason why trusts are used so frequently in estate planning is that they enable an owner of property to give the benefits of the property to others, without having to relinquish ownership or control of the property. Their old male lives after losing their libidos.

Continue reading Taxation of Estates, Gifts and Trusts (American Casebooks)

Q&A Equity and Trusts 3rd edn (Q&A Series)

Format: Textbook Binding

Language: English

Format: PDF / Kindle / ePub

Size: 10.93 MB

Downloadable formats: PDF

We advise our clients on various trustee, investment advisor and family advisor structures to ensure that the best qualified persons are assigned the various roles involved in trust administration. A will is central to ensuring that your wishes are followed with regard to your assets, as it outlines who will receive your property upon death. Please e-mail us or call 617-523-1555 to arrange a free consultation at one of our seven convenient locations in the Greater Boston area.

Continue reading Q&A Equity and Trusts 3rd edn (Q&A Series)

Food for Thought: Bringing Estate Planning to Life

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 8.23 MB

Downloadable formats: PDF

Will assist with advancing the long-term strategic objectives of the Business Law Department and Estates and Trusts Practice Group. Hodgson Russ is known for developing and implementing strategies to protect the assets of its clients from creditors, including spousal creditors in the event of a divorce. No consideration is given to what makes you unique. They identify uncertainties created by the personal representative rule and propose means to maintain or revive the attorney-client privilege after a client's death.

Continue reading Food for Thought: Bringing Estate Planning to Life

Uniform Trust and Estate Statutes

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 5.85 MB

Downloadable formats: PDF

That includes getting date of death values and listing of all assets. At The Elder Law Firm of Robert Clofine, we bring decades of experience to assisting senior citizens and their loved ones with their legal needs. Trusts, powers of attorney, healthcare directives and living wills govern your financial and medical affairs when you become incapacitated. Robin also created another trust, separate from his children’s to place his real estate assets, including his multi-million dollar Napa Valley mansion and the waterfront home in Tiburon (across the bay from San Francisco) where his body was found.

Continue reading Uniform Trust and Estate Statutes

Modern Equity

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 14.60 MB

Downloadable formats: PDF

While an outright bequest of decedent’s entire estate to a spouse will eliminate estate tax at the decedent’s death, the surviving spouse’s estate will be taxed on all of the assets transferred from decedent (that is unless the surviving spouse consumes or gifts away the assets). You may feel like everything is going right at the moment for you and your family. Estate planning also includes maximising the estate value by reducing the tax liability and other expenses and eliminating uncertainties in obtaining probate.

Continue reading Modern Equity

Estate Planning Success

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 5.19 MB

Downloadable formats: PDF

You can set up a future financial fund for a child with disabilities, ensure that your pets are taken care, make contributions to charities and much more. Several cases in California have held that provisions in a will executed before divorce that provided for a spouse's children from another relationship are deemed invalid upon divorce. As soon as saw someone so young sitting at the head of the table I knew he was going to be ‘Oxbridge’ – it’s the air of authority and confidence!

Continue reading Estate Planning Success

Trusts and Estates 2007-08 (Core Tax Annuals)

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 9.21 MB

Downloadable formats: PDF

Therefore, the senior can live in their home without worrying about the remainder owners (usually the children) kicking them out. A living will is a document that may supplement the power of attorney document. The Patient Protection and Affordable Care Act ( P. While making a will is one of the most important documents in estate planning, there are typically always a few items, property, or accounts that while they're included in your will they will still need to pass through the probate court process.

Continue reading Trusts and Estates 2007-08 (Core Tax Annuals)