Strategies for Trusts and Estates in Florida, 2014

Strategies for Trusts and Estates in Florida, 2014 PDF Author:
Publisher: Aspatore Books
ISBN: 9780314292100
Category : Law
Languages : en
Pages : 92

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Book Description
Strategies for Trusts and Estates in Florida provides an authoritative, insiders perspective

Strategies for Trusts and Estates in Florida, 2014

Strategies for Trusts and Estates in Florida, 2014 PDF Author:
Publisher: Aspatore Books
ISBN: 9780314292100
Category : Law
Languages : en
Pages : 92

Get Book Here

Book Description
Strategies for Trusts and Estates in Florida provides an authoritative, insiders perspective

Strategies for Trusts and Estates in Florida

Strategies for Trusts and Estates in Florida PDF Author: Aspatore Books
Publisher: Aspatore Books
ISBN: 9780314228628
Category : Law
Languages : en
Pages : 143

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Book Description
Strategies for Trusts and Estates in Florida is an authoritative, insiders perspective on best practices for handling the estate planning process in the state of Florida. Featuring partners and shareholders from some of the states leading law firms, these experts guide the reader through the process of gathering important information from the client, including the clients family situation, ownership of assets, business and professional interests, and inheritance rights. From keeping up to date on relevant decisions in the area of estate planning to understanding the common issues and concerns that face Florida residents, these authors emphasize what is needed to determine the best estate planning strategy for your client. Additionally, these leaders offer advice on the common mistakes and pitfalls in this practice area and emphasize the consequences of a poorly drafted trust. The different niches represented and the breadth of perspective presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating this ever-evolving area of law.

Strategies for Trusts and Estates in Florida, 2013 Ed

Strategies for Trusts and Estates in Florida, 2013 Ed PDF Author: WEST GROUP
Publisher:
ISBN: 9780314287465
Category : Law
Languages : en
Pages : 112

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Book Description


Strategies for Trusts and Estates in Florida

Strategies for Trusts and Estates in Florida PDF Author:
Publisher: Aspatore Books
ISBN: 9780314272003
Category : Estate planning
Languages : en
Pages : 0

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Book Description
Strategies for Trusts and Estates in Florida provides an authoritative, insiders perspective on key strategies for advising trust and estate clients in Florida in todays social and economic environment. Featuring partners from some of the states leading law firms, these experts guide the reader through the various elements of estate planning and the key issues to be considered during each stage of the process. These leaders reveal their advice on choosing the right trust for a specific client, protecting assets and retirement accounts for beneficiaries, and navigating the restrictions unique to Florida trust and estate law. From misunderstandings and miscommunications with clients to errors made while drafting documents, these authors discuss how to overcome common mistakes and pitfalls that some attorneys might face. Additionally, these top lawyers offer tips on educating clients about estate tax. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating this ever-evolving area of law.

Strategies for Trusts and Estates in Florida, 2012 Ed

Strategies for Trusts and Estates in Florida, 2012 Ed PDF Author: Michaela Falls
Publisher:
ISBN: 9780314280527
Category :
Languages : en
Pages : 104

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Book Description
Strategies for Trusts and Estates in Florida provides an authoritative, insiders perspective on key strategies for aiding clients in Florida on developing flexible estate plans. Featuring partners from some of the nations leading law firms, these experts guide the reader through the process of getting to know the client and gathering the necessary information before outlining a plan. These top lawyers offer their advice for conducting preliminary interviews, reviewing existing documents, drafting new documents, and creating various trusts. From changing tax laws to second marriage issues, these authors discuss the steps for identifying and overcoming challenges in the estate planning process. Additional topics include the importance of educating the client and staying up-to-date on changes in the trusts and estates arena. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to success within this ever-evolving field.

Strategies for Trusts and Estates in Florida, 2015 Ed

Strategies for Trusts and Estates in Florida, 2015 Ed PDF Author:
Publisher:
ISBN: 9780314293763
Category :
Languages : en
Pages : 168

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Book Description


Leading Lawyers on Analyzing Recent Developments and Navigating the Estate Planning Process in New York 2014

Leading Lawyers on Analyzing Recent Developments and Navigating the Estate Planning Process in New York 2014 PDF Author: Thomas Reuters
Publisher:
ISBN: 9780314291660
Category : Law
Languages : en
Pages : 120

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Book Description


Eight Steps to a Proper Florida Trust and Estate Plan

Eight Steps to a Proper Florida Trust and Estate Plan PDF Author: Alan S. Gassman
Publisher:
ISBN: 9781522754923
Category :
Languages : en
Pages : 202

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Book Description


Best Practices for Structuring Trusts and Estates 2014

Best Practices for Structuring Trusts and Estates 2014 PDF Author: Paul A. Silver
Publisher: Aspatore Books
ISBN: 9780314291493
Category : Law
Languages : en
Pages : 192

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Book Description
Best Practices for Structuring Trusts and Estates provides an authoritative, insiders perspective on helping clients develop appropriate estate plans in light of recent trends and new legislation, such as the American Taxpayer Relief Act of 2012. Featuring experienced partners from law firms across the nation, these experts guide the reader through changes to gift taxes, new portability rules, and types of trusts in estate planning. These top lawyers offer specific advice on helping clients choose a trustor and trustee, utilizing mediation to address potential issues, and updating strategies to comply with changes in legislation. From avoiding probate to dealing with the familial and financial needs of the client, these experts identify common challenges in estate planning, and stress the importance of developing a strong attorney-client relationship. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts on the keys to success within this rapidly-changing legal field.

Maximizing Asset Protection and Tax Efficiency

Maximizing Asset Protection and Tax Efficiency PDF Author: Nikollasa Achli
Publisher: Independently Published
ISBN:
Category : Law
Languages : en
Pages : 0

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Book Description
Unlock the power of asset protection and tax optimization with the Triple LLC Trustee Strategy for Florida Trusts. In this comprehensive guide, trustees and beneficiaries will discover proven strategies and best practices for managing trusts effectively while maximizing wealth preservation and tax efficiency. From establishing open communication channels between trustees and stakeholders to educating beneficiaries on trust terms and concepts, this book provides a step-by-step approach to trust governance and beneficiary empowerment. Readers will learn how to navigate complex legal and financial concepts, clarify roles and responsibilities, and promote transparency and accountability in trust administration. With insights into establishing trust objectives, implementing tax optimization strategies, and promoting collaboration among trustees and beneficiaries, this book equips readers with the knowledge and tools needed to succeed in trust management. Practical examples, case studies, and actionable advice ensure readers can apply the Triple LLC Trustee Strategy with confidence and competence. Whether you're a trustee seeking guidance on trust administration or a beneficiary looking to understand your rights and responsibilities, "Maximizing Asset Protection and Tax Efficiency" offers invaluable insights and practical solutions for managing Florida trusts effectively. Empower yourself with the knowledge and strategies needed to protect and preserve wealth for generations to come.