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| international estate planning guide: A Guide to International Estate Planning Jeffrey A. Schoenblum, 2000 This resource provides expert and current guidance on the basic principles of international estate planning, the complex taxation issues involved, jurisdictional options, and governmental controls and reporting requirements. |
| international estate planning guide: International Estate Planning Henry Christensen (III), 1999 |
| international estate planning guide: Estate Planning for the Muslim Client Yaser Ali, Ahmed Shaikh, 2019 Meeting the muslim client -- Ethical, legal, and public policy issues -- Estate planning during life -- Planning for incapacity and death; powers of attorney, advance healthcare directives and funeral arrangements -- Disposition of property at death -- New drafting testamentary documents -- Planning for individuals and assets abroad |
| international estate planning guide: Estate Planning Michael John Perkins, Robert William Monahan, 2008 Trusts and estates practice is being increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. 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 principles, precedents, practice points, case notes and discussion questions contained in this book. 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 and superannuation laws since 2005. |
| international estate planning guide: The ABA Practical Guide to Estate Planning Jay A. Soled, 2011 The ABA Practical Guide to Estate Planning will help guide clients to an effective estate plan to fit their needs. For both the novice and experienced estate planning practitioner, this practical guide offers sound advice from leading estate planners around the country who share their knowledge and expertise so that you don't miss a step in the process. |
| international estate planning guide: International Real Estate Handbook Christian H. Kälin, 2005-09-27 This book presents a comprehensive reference for real estate investors everywhere. Covering the unique real-estate situations in seventeen key countries, including the United States and Europe, it offers a unique international overview of the real estate market. |
| international estate planning guide: Estate Planning Law and Taxation David Westfall, 2001 |
| international estate planning guide: Estate Planning & Chapter 14 Cheryl E. Hader, 2000 Estate Planning & Chapter 14 highlights the transfers that are exempt from the application of 2701 covering the transfer tax treatment of accumulated qualified payments; transfers that are exempt from the application of 2702 covering transfers of interest in trusts; adjustments that can be made under 2701 to avoid double taxation; and types of transfers under 2702 that minimize the risk of double taxation. |
| international estate planning guide: Federal Estate and Gift Taxation in a Nutshell John K. McNulty, 1989 Wealth Transfer Taxation; Constitutionality; The Federal Estate Tax, Gift Tax and Generation-Skipping Transfer Tax Outlined; Unification of Transfer Taxes; Gratuitous Transfers; Transfers During Life; Donative Intent; Consideration; Property; Transfer; Inclusion in the Gross Estate; Alternative Valuation Date; Liability for Tax; Incomplete Transfers; Transfers in Contemplation of Death; Retained Interests or Powers; Revocable Transfers; Special Valuation Rules and Estate Freezes; Jointly-Owned Property; Community Property; Property Settlements; Life Insurance; Annuities; Employee Death Benefits; Powers of Appointment; Inclusion; Valuation; Exemptions; Exclusions; Future Interests; Deductions (Charitable, etc.); Marital Deduction; Split Gifts; Unified Credit; International; Estate Planning; Reforms and Fundamental Alternatives. |
| international estate planning guide: The American Bar Association Guide to Wills & Estates American Bar Association, 2009 Written in easy-to-read language with dozens of real-life examples, this book provides important information about mediation, arbitration, small claims court, and civil court procedures, and includes a chapter on working with a lawyer. |
| international estate planning guide: Estate Planning and Wealth Preservation Kathryn G. Henkel, 1998 |
| international estate planning guide: Taxation and Estate Planning Maurice C. Cullity, Catherine A. Brown, Robert E. Forbes, 1984 |
| international estate planning guide: Understanding Living Trusts Vickie Schumacher, Jim Schumacher, 1990 Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death. |
| international estate planning guide: Multistate and Multinational Estate Planning Jeffrey A. Schoenblum, Schoenblum Jeffrey, 2009 |
| international estate planning guide: A Practical Guide to Estate Planning in Massachusetts Patricia M. Annino, 2024 |
| international estate planning guide: Estate Planning William P. Streng, 2016-02-08 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. |
| international estate planning guide: CCH Estate Planning Guide Sidney Kess, Bertil Westlin, 1977 |
| international estate planning guide: The Tools and Techniques of Estate Planning, 20th Edition Stephan Leimberg, L. Paul Hood, Edwin P. Morrow, 2021-04-27 The Tools & Techniques of Estate Planning covers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk of health issues for aging clients. With topics that are applicable for both large and small estates, this title enables estate planners to: Help clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions; Help clients effectively preserve their assets under current law; Handle a wide variety of estates and specific circumstances; and Save significant amounts of time with exclusive estate planning tools. This book features easy-to-understand, real-world examples from expert authors on which techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. New in the 20th Edition: There have been several updates in tax legislation since the release of the prior edition, many of which affect estate planning. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. This edition features: Updates resulting from the SECURE Act, affecting qualified retirement plans; New information on COVID-19 related tax changes for employee benefit plans; Employee retention credit under the CARES Act; Coverage of new IRS valuation tables in addition to the prior valuation tables; Updated ERISA compliance and reporting requirements; and Updated tax information, including the new 2021 COVID-19 stimulus and CAA bills. Topics Covered: Practice of estate planning Choosing the right professionals for estate planning Ownership and transfer of property Estate, gift, GST, and income tax considerations for estate planning The use of revocable and irrevocable trusts in estate planning The use of life insurance in estate planning Planning for incapacity and special needs Valuations issues Charitable giving Using employee benefits to meet estate planning goals Intra-family wealth transfers and business succession planning And more! See the Table of Contents section for a full list of topics As with all of the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of estate planning and confidently meet their needs. |
| international estate planning guide: AARP Crash Course in Estate Planning Michael T. Palermo, 2004 Scrutinized for accuracy by AARP2s legal specialists, this indispensable volume covers every aspect of planning an estate and creating a will. A crash course in one handy volume, the book walks readers through the entire process, from understanding the distinction between probate and nonprobate property to delegating a durable power of attorney, and from resolving possible tax issues ahead of time to safeguarding your assets. |
| international estate planning guide: New Jersey Estate Planning, Will Drafting and Estate Administration Forms Alvin C. Martin, Robert D. Borteck, Richard Sanders, 1993-01 |
| international estate planning guide: Eight Steps to a Proper Florida Trust and Estate Plan Alan S. Gassman, 2015-12-16 |
| international estate planning guide: The Lawyer's Guide to Family Business Succession Planning Gregory Monday, 2022-05-02 This book provides lawyers with step-by-step guidance on how to lead family business owners through the succession planning process to produce a result that is tailored to the unique circumstances and objectives of the owners and their successors.--Back cover. |
| international estate planning guide: Elder Law Answer Book Robert B. Fleming, Lisa Nachmias Davis, 2009-10-28 Written by nationally-known elder law practitioners, Robert B. Fleming and Lisa Nachmias Davis, the Elder Law Answer Book gathers the most current legal, regulatory, and practice guidelines from the core topics of elder law, long-term care, estate planning, retirement planning, healthcare decision making, and rights of the elderly -- and presents this information in a thoroughly integrated, easy-access reference. The all-new Third Edition of Elder Law Answer Book helps you render sound advice and give reliable guidance on: Medicaid and Long-Term Care Planning Estate Planning Probate and Trust Administration Special Needs Trusts Medicare And More! Only Elder Law Answer Book delivers and‘How-toand’ explanations of the guiding rule or regulation, along with current citations to the relevant cases and statutesand—including the Deficit Reduction Act Expert legal analysis of the special rules and how they typically apply Detailed information about each of the disparate, but frequently related, aspects of elder law practiceand—age discrimination, nursing home rights, Medicaid and other public benefits programs, as well as traditional estate planning and administration Real-world practice examples that help you implement the applicable rules or guidelines in a wide variety of situations Extensive cross-references to related topicsand—for fast and easy research Index and at-a-glance list of questions that help you zero in on the exact information you are looking for |
| international estate planning guide: Plan Your Estate Denis Clifford, Cora Jordan, 2001 Covers everything from the basics about wills and living trusts to sophisticated tax-saving strategies for all estates, large and small. |
| international estate planning guide: Leveraging Life Insurance Premium Payments Lawrence Brody, Donald O. Jansen, 2017 This book examines and explains the peculiar rules for both of the premium financing regimes as well as the tax consequences and planning techniques of each. The tax and other issues affecting split-dollar arrangements grandfathered from the Final Split-Dollar Regulations are also analyzed. Split-dollar financing of life insurance premium payments is useful in any situation where one person or entity has the cash to pay the premiums and another person or entity has the need for life insurance coverage. In recent years, split-dollar arrangements have been used in a wealth transfer context, allowing the annual gift to the ILIT to be much less than the entire premium payment, because the employer, corporation or donor was entitled to recover its advances from the cash value or death benefit. |
| international estate planning guide: Wire Transfers Ernest T. Patrikis, Thomas C. Baxter, Raj Bhala, 1993 Wire Transfer was written by the experts who helped developed the United Nations Model Law on International Credit Transfers, Federal Reserve Regulation J and Uniform Commercial Code Article 4A. It explains and analyzes in clear and comprehensive language the issues, laws and policies relating to the legal and business aspects of funds transfer. |
| international estate planning guide: Basic Estate Planning in Florida Florida Bar. Continuing Legal Education, 1980 |
| international estate planning guide: A Modern Approach to Wills, Administration and Estate Planning (with Precedents) Christopher Whitehouse, L. C. King, 2015 Written by leading lawyers in the field, this popular guide to the tax-efficient drafting of wills, estate planning and administration provides practitioners with help and guidance on everyday estate planning and will drafting and discusses the typical problems and pitfalls that may be encountered in practice. The precedents have been carefully selected to deal in a straightforward fashion with common needs of clients. The book begins by looking at the essential legal framework of wills, trusts and taxation through a combination of detailed and authoritative commentary, worked examples and expertly drafted precedents. It then examines specific topics including: transferable nil rate band, using IPDIs, provision for children, pilot trusts, gifts, APR and BPR, obtaining the grant, instruments of variation and disclaimer, constituting and administering the will, and tax efficient administration. This edition has been extensively revised and includes four new chapters: Notes for the Will Draftsman Gifts to Charity and the Reduced IHT Rate Obtaining the Grant Constituting and Administering the Will The authors' narrative commentary is supplemented by 40 precedents which are included on an accompanying CD-ROM, allowing users to download and adapt each document as necessary. |
| international estate planning guide: The Executor's Guide Mary Randolph, 2004 |
| international estate planning guide: Mediation for Estate Planners Susan N. Gary, 2016 An important new resource for attorneys to assist clients in resolving - and avoiding - disputes in an estate planning practiceEstate planners and elder law practitioners are increasingly aware of the availability of mediation as a tool for resolving family disputes. Probate courts around the country are increasingly interested in encouraging parties to try mediation before resorting to litigation. But by the time a dispute reaches the probate court, damage to family relationships may have already occurred.Mediation for Estate Planners: Managing Family Conflict provides the basic tools to understand and employ mediation within an estate planning practice and appreciate the usefulness of these alternative dispute resolution processes. Written by a team of experienced attorneys and mediators, this book can assist lawyers in recommending mediation to clients, either at the planning stage or soon after a dispute surfaces, so that families may be able to resolve disagreements before entrenched positions are established.The issues discussed in this book range from drafting mediation clauses for estate planning documents to using mediation to resolve probate and trust disputes; from bringing in a consultant with mediation training to addressing family business succession to assisting families dealing with guardianship and conservatorship issues; and from using mediation in hospital settings when families face difficult end of life decisions to using mediation to work through disputes between trustees and beneficiaries; and more.Topics are organized in these sections for ease of use and reference:Understanding the essential elements of mediationPractical perspectivesSpecific applications in the estate planning and administration contextMediator as consultant: family business succession planningArbitrationResources for practice, including a Tool Kit, bibliography, and more |
| international estate planning guide: PPC's Guide to Practical Estate Planning Practitioners Publishing Co. Staff, 2005-07-01 Contains technical guidance and practice aids for CPS's and other professionals who offer Estate Planning to clients. |
| international estate planning guide: U.S. International Taxation Joel D. Kuntz, 1991 |
| international estate planning guide: A Guide to International Estate Planning Leigh-Alexandra Basha, 2014 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. |
| international estate planning guide: International Estate Planning Barbara R. Hauser, Melissa Langa, 2018 |
| international estate planning guide: Funeral Planning Guide , |
| international estate planning guide: International Lawyer's Deskbook Lucinda A. Low, Daniel M. Drory, 2003 A reference tool for lawyers facing international legal problems outside their own areas of expertise. |
| international estate planning guide: International Trust and Estate Planning , 2006 |
| international estate planning guide: Financial and Estate Planning Guide 2009 , 2008-09 The CCH Financial and Estate Planning Guide is the premier guidebook for professionals who structure, tailor and administer financial and estate plans. In the clearest of language, the guide explains all the important planning concepts, and examines the most important techniques used to set and meet the financial goals of clients and their families. |
| international estate planning guide: Searching the Law, 3d Edition Frank Bae, Edward Bander, Francis Doyle, Joel Fishman, Paul Richert, 2021-12-13 |
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