Category: Estates & Trusts

Estate Planning Smarts: A Practical, User-Friendly,

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 11.40 MB

Downloadable formats: PDF

The former controls solely those decisions that must be made at the end of the patient’s life, while the latter is used to give decision-making authority to someone else (usually a family member or close friend). We take appropriate steps to ensure that fiduciaries are properly protected from potential claims arising out of their service, and represent fiduciaries when government agencies conduct examinations of the tax returns.
Read More Estate Planning Smarts: A Practical, User-Friendly,

Commander Collins' Will: memoir (Psychic Chronicles Book 1)

Format: Print Length

Language: English

Format: PDF / Kindle / ePub

Size: 8.08 MB

Downloadable formats: PDF

Legal This West Coast office of an East Coast firm is very clear about its billable hour requirements: 1900 to stay afloat here. Your tax professional can help you decide if your trust should be revocable or irrevocable. While the common law did not recognize C’s rights under such a transfer, the courts of equity would intervene to enforce the moral obligations associated with the use. Must be licensed to practice in California.
Read More Commander Collins' Will: memoir (Psychic Chronicles Book 1)

Advance Directives, Durable Power of Attorney, Wills, and

Format: Print Length

Language: English

Format: PDF / Kindle / ePub

Size: 8.03 MB

Downloadable formats: PDF

This article, and an accompanying chart, provides an overview of the current property tax reporting requirements and the various consequences of not reporting. Wills A will is legally binding document that addresses the way in which a person’s assets will be handled after he or she passes away. You made the whole process easy to understand and my wife and I feel that, with your guidance, we were able to make the proper decisions in regards to our children’s future.
Read More Advance Directives, Durable Power of Attorney, Wills, and

The Modern Law of Trusts

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 14.09 MB

Downloadable formats: PDF

The increase in the estate tax exclusion means most estate planning attorneys will see few estates requiring sophisticated estate tax planning structures. An estate plan can be as simple as having a will and life insurance, or it could use trusts, business continuation plans, charitable arrangements, and other elements. When Planning Your Trusts and Estates, Start By Taking Inventory of Your Assets One of the first steps in planning and understanding an estate is compiling a complete list of assets.
Read More The Modern Law of Trusts

Charities: The Law and Practice

Format: Loose Leaf

Language: English

Format: PDF / Kindle / ePub

Size: 14.12 MB

Downloadable formats: PDF

You can freely revoke or amend any power of attorney or health care directive at any point during the divorce process. With the exploding popularity of social media websites, it has become challenging to apply old ethics to the issues arising from these new media. Our clients include large non-profit health care organizations, tax-exempt entities and private foundations. Are you looking to name a guardian for your children or do you need to decide who will receive your property when you pass?
Read More Charities: The Law and Practice

Guiding Those Left Behind in Kentucky

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 11.50 MB

Downloadable formats: PDF

In addition, you can always contact your state's bar association and ask for a referral. This inventory should be filed with the court within 90 days after the appointment of the executor. From the simplest will preparation to the most complex million-dollar estate plan, Kimberly Paton tailors each estate plan to fit your legal needs and preferences. You may also need additional documents, such as deeds, trusts, or other custom estate planning tools.
Read More Guiding Those Left Behind in Kentucky

A Florida Companion for the Course in Wills, Trusts and

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 8.56 MB

Downloadable formats: PDF

Of prime importance to many clients is the reduction of potential estate tax and ensuring children will not be disinherited if a surviving spouse chooses to remarry. She writes on issues relating to her area of expertise and is active in promoting the law, having testified before the Washington State Legislature on issues pertinent to her clients’ interests and field of law. That person is often called an executor or a personal representative. Our office is conveniently located right off of I-4, between 436 and 434.
Read More A Florida Companion for the Course in Wills, Trusts and

LLB Cases and Materials: Law of Trusts (Blackstones LLB

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 10.67 MB

Downloadable formats: PDF

You can also give unlimited amounts, gift-tax-free, directly to educational institutions and health care providers for family education and health expenses. We defend executors and administrators as well as beneficiaries involved in the mediation or arbitration of inheritance claims such as: Claims under the Wills Variation Act, where the validity or fairness of the will is in question Claims of fraudulent or negligent estate administration by executors, trustees or powers of attorney While most claims can be resolved through mediation and arbitration, we are fully prepared to represent clients' rights at any level of court should matters proceed to litigation.
Read More LLB Cases and Materials: Law of Trusts (Blackstones LLB

Questions & Answers: Wills, Trusts & Estates

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 9.72 MB

Downloadable formats: PDF

Our professional corporation is dedicated to helping clients avoid probate and draft detailed wills and living trusts so that their estate is in order prior to their passing. There may be multiple beneficiaries to a trust. We understand the complex business and tax implications inherent in building an estate plan for these individuals, and we work with our corporate, business, and real estate lawyers to structure comprehensive business succession plans and/or buy-sell arrangements that will ensure a smooth business transition for all relevant assets.
Read More Questions & Answers: Wills, Trusts & Estates

Loring Trustees Handbook 2005 Edition

Format: Hardcover

Language: English

Format: PDF / Kindle / ePub

Size: 12.72 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. This article describes the changes made by the new law, the reasons for them, and some of the challenges they present to practitioners. Although tax considerations can be part of estate planning, only high net-worth individuals have to be concerned with estate taxes.
Read More Loring Trustees Handbook 2005 Edition