The Fundamentals of Estate Planning

The Fundamentals of Estate Planning PDF Author: Angela M. Vallario
Publisher:
ISBN: 9781611635157
Category : Estate planning
Languages : en
Pages : 0

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Book Description
Written specifically for those in the state of Maryland (or studying Maryland estate planning), The Fundamentals of Estate Planning provides a unique opportunity to bring the practical aspect of estate planning into the classroom. The casebook provides text, relevant Maryland and Federal Statutes, forms and checklists used to interview and draft estate planning documents. Major topics include drafting of wills, testamentary trusts, inter vivos trusts, powers of attorney and advance medical directives for tax sensitive and non-tax sensitive client scenarios. Additionally, the casebook provides an overview of the ancillary issues including elder law, Medicaid, guardianship, estate administration and will caveats. The book is accompanied by a CD which contains sample forms.

The Fundamentals of Estate Planning

The Fundamentals of Estate Planning PDF Author: Angela M. Vallario
Publisher:
ISBN: 9781611635157
Category : Estate planning
Languages : en
Pages : 0

Get Book Here

Book Description
Written specifically for those in the state of Maryland (or studying Maryland estate planning), The Fundamentals of Estate Planning provides a unique opportunity to bring the practical aspect of estate planning into the classroom. The casebook provides text, relevant Maryland and Federal Statutes, forms and checklists used to interview and draft estate planning documents. Major topics include drafting of wills, testamentary trusts, inter vivos trusts, powers of attorney and advance medical directives for tax sensitive and non-tax sensitive client scenarios. Additionally, the casebook provides an overview of the ancillary issues including elder law, Medicaid, guardianship, estate administration and will caveats. The book is accompanied by a CD which contains sample forms.

Fundamentals of Trusts and Estates

Fundamentals of Trusts and Estates PDF Author: Roger W. Andersen
Publisher: LexisNexis/Matthew Bender
ISBN:
Category : Business & Economics
Languages : en
Pages : 818

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Book Description


A Lawyer's Guide to Estate Planning

A Lawyer's Guide to Estate Planning PDF Author: L. Rush Hunt
Publisher: American Bar Association
ISBN: 9781590313664
Category : Business & Economics
Languages : en
Pages : 242

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Book Description
This book provides an introduction to the basics of estate planning and will make this area of the law more accessible to the nonspecialist.

Fundamentals of Trust Accounting Income and Principal Rules Under the Revised New York State Laws

Fundamentals of Trust Accounting Income and Principal Rules Under the Revised New York State Laws PDF Author: Seymour Goldberg
Publisher:
ISBN: 9781627224567
Category : Business & Economics
Languages : en
Pages : 0

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Book Description
"In New York State alone there are well over 10,000 attorneys that are involved in trust drafting, tax planning, estate planning, trust accounting, trust litigation and elder law planning, but very few local bar associations in New York State have any material on this particular subject area ... until now. Many New York attorneys need a manual on the trust accounting income and principal rules from a practical application standpoint. This is especially true today because many attorneys draft trust documents. An attorney involved in drafting trusts in New York State has to be aware of the trust accounting rules that are applicable to a trust that is subject to New York State trust laws. This knowledge is especially important if he or she acts as trust counsel to the trust that he or she created. In addition, many trustees submit trust accountings to the trust beneficiaries. The failure of the attorney to know the trust accounting rules for the trust he or she created could result in headaches and liability issues for the attorney. Many practitioners in New York State may not realize that the New York trust laws regarding accounting income and principal have been completely revamped. The initial effective date of the revised laws was January 1, 2002 and is retroactive to all trusts that were in existence on that date and/or any date thereafter. Significant changes to these rules were made in August 2008 as well. The revamped New York State trust laws have three elements: the Uniform Principal and Income Act (UPAIA), the power to adjust (PTA) and the unitrust conversion. Any practitioner who is involved in trust drafting or trust litigation, or who prepares fiduciary income tax returns or trust accountings, must become aware of these revised trust rules in order to avoid potential malpractice and/or ethics issues"--Unedited summary from book cover.

Texas Wills, Trusts, and Estates

Texas Wills, Trusts, and Estates PDF Author: Gerry W. Beyer
Publisher:
ISBN: 9781531005757
Category : Probate law and practice
Languages : en
Pages : 0

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Book Description
Texas Wills, Trusts, and Estates is designed for law school courses covering intestate succession, wills, trusts, estate administration, and the fundamentals of estate planning. The cases, problems, and questions are drawn extensively from Texas materials and attempt to provide the student with a comprehensive understanding of how property transmission at death and via inter vivos trusts are handled in Texas. Regularly updated PowerPoint slides for this title are available on the author's website. Click here to access the website.

Fundamentals of Trusts and Estates

Fundamentals of Trusts and Estates PDF Author: Roger W. Andersen
Publisher:
ISBN: 9781531001223
Category : Estate planning
Languages : en
Pages :

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Book Description


Fundamentals of Modern Property Law

Fundamentals of Modern Property Law PDF Author: Edward H. Rabin
Publisher:
ISBN:
Category : Law
Languages : en
Pages : 1324

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Book Description


Understanding Living Trusts

Understanding Living Trusts PDF Author: Vickie Schumacher
Publisher: Schumacher Publishing
ISBN:
Category : Law
Languages : en
Pages : 230

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Book Description
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.

Fundamentals of Modern Property Law

Fundamentals of Modern Property Law PDF Author: Edward Rabin
Publisher: Foundation Press
ISBN: 9781634601689
Category : Real property
Languages : en
Pages : 0

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Book Description
As a part of our CasebookPlus offering, you'll receive the print book along with lifetime digital access to the eBook. Additionally you'll receive the Learning Library which includes quizzes tied specifically to your book, and outline starter and digital access to leading study aids in that subject and the Gilbert Law Dictionary. Rabin, Kwall, Kwall, and Arnold's Fundamentals of Modern Property Law tracks contemporary trends in property law with particular attention to emerging issues of environmental sustainability. The problem-based structure of the casebook comports with the student learning outcomes and assessment approach emphasized in recent years by the American Bar Association and the Carnegie Endowment Report. This edition provides a comprehensive introduction to intellectual property law. The novel legal problems raised by advances in technology demand that students receive early exposure to this area of law. This edition also emphasizes a planning perspective since lawyers spend a significant amount of time planning, as well as resolving controversies.

Estates and Trusts

Estates and Trusts PDF Author: Stewart E. Sterk
Publisher:
ISBN: 9781599419282
Category : Decedents' estates
Languages : en
Pages : 0

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Book Description
This casebook presents a functional approach to Trusts and Estates. In addition to a focus on recent cases, the book uses questions and problems to focus student attention on issues that face estate planners, litigators and policy makers. In each chapter, it integrates discussion of drafting and planning issues with its treatment of doctrine and policy.In addition, this casebook is accompanied by power point slides to use in explaining concepts for which diagrams are useful, such as intestate succession, the elective share, anti-lapse statutes, abatement and future interests. The unusually helpful teacher's manual includes not only case summaries and detailed legal analysis, but detailed lesson plans and discussion questions for those new to law teaching. For more information and additional teaching materials, visit the companion site.