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.

The Fundamentals of Estate Planning (Maryland)

The Fundamentals of Estate Planning (Maryland) PDF Author: ANGELA. VALLARIO
Publisher:
ISBN: 9781531026967
Category :
Languages : en
Pages : 0

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Book Description
The third edition of Fundamentals of Estate Planning (Maryland) is a unique combination of theory and practice written for those studying or practicing estate planning in the state of Maryland as well as students preparing for the Uniform Bar Exam. The third edition reorganized concepts to reflect the academic teaching of a basic trusts and estates course. The book adds practical suggestions on drafting provisions used in estate planning documents along with theory, Maryland and Uniform Probate Code statutes, and cases from multiple jurisdictions. The book is the perfect match between academic theory and a practitioner's formbook in that the student or attorney has a legal foundation for drafting relevant provisions used in wills, trusts, powers of attorney, and advance directives. The third edition has been expanded to incorporate a chapter on special purpose trusts including gun trusts and special needs trusts. The special purpose chapter includes sample revocable trust used for firearm ownership as well as disability planning. An expanded chapter on elder law provides an overview of law impacting elders such as Social Security, Social Security Disability Income, veterans benefits, planning for long term care with Medicaid, and guardianship. In the elder law chapter students and attorneys are exposed to a separate but related practice area that can be further explored by the reader. Part II of the third edition introduces the student or attorney to federal estate planning and is the ideal resource to teach a course in federal estate tax planning as well as an introduction to the attorney of the relevant Internal Revenue Code provisions and prominent cases used to avoid, minimize, and defer federal estate taxes. Chapters with illustrations are provided to explain basic estate planning tools of non-taxable gifts, credit shelter trust, marital deduction, and life insurance trusts. The third edition added Maryland's new elective share legislation as well as recently enacted changes to Maryland's statutory power of attorney forms. This book brings the trusts and estates practice into the classroom. The practical problems and illustrations with suggested responses explain the material at a sophisticated, yet accessible, level.

Real Estate Law

Real Estate Law PDF Author: Peter E. Smirniotopoulos
Publisher: Routledge
ISBN: 1317650158
Category : Law
Languages : en
Pages : 669

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Book Description
Unlike existing textbooks written for law students on specific subjects impacting real estate transactions, Real Estate Law: Fundamentals for The Development Process uses "The Development Process" as a framework for understanding how the U.S. legal system regulates, facilitates, and generally impacts real estate transactions and their outcomes. This book not only addresses the nature of specific legal issues directly relating to real estate transactions but also how those issues may best be identified and addressed in advance. This book breaks down the myriad of laws influencing the selection, acquisition, development, financing, ownership, and management of real estate, and presents them in context. Readers of Real Estate Law will gain a practical understanding, from the perspective of a real property developer or real estate executive, investor, or lender, of: how to identify potential legal issues before they arise; when to involve a real estate attorney; how to select an attorney with the appropriate, relevant experience; and how to efficiently and economically engage and manage legal counsel in addressing real estate issues. Written as a graduate-level text book, Real Estate Law comes with numerous useful features including a glossary of terms, chapter summaries, discussion questions, further reading, and a companion website with instructor resources. It is a resource of great value to real estate and finance professionals, both with and without law degrees, engaged in one aspect or another of real estate development and finance, who want to become more conversant in the legal issues impacting these transactions.

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.

The New Retirement Savings Time Bomb

The New Retirement Savings Time Bomb PDF Author: Ed Slott
Publisher: Penguin
ISBN: 014313454X
Category : Business & Economics
Languages : en
Pages : 450

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Book Description
AS SEEN ON PUBLIC TELEVISION New for 2021—The complete action plan from Ed Slott, "the best source of IRA advice" (Wall Street Journal), to help you make sure your 401(k)s, IRAs, and retirement savings aren't depleted by taxes by the time you need to use them. If you're like most Americans, your most valuable asset is your retirement fund. We diligently save money for years, yet most of us don't know how to avoid the costly mistakes that cause a good chunk of those savings to be lost to needless and excessive taxation. Now, in the midst of a financial crisis, there is more need than ever to protect your assets. The New Retirement Savings Time Bomb, by renowned tax advisor Ed Slott, shows you in clear-cut layman's terms how to take control over your retirement savings plan. This easy-to-follow plan helps you place your assets to avoid the latest traps set out by congress in addition to any that might be set down the road, so you can keep your hard-earned money no matter what. And, it's fully up-to date with information on the SECURE Act and everything you need to know about how the coronavirus relief bills will affect your savings down the road. This book is required reading for every American with savings and investments who is planning to retire, be it five years from now or fifty.

Genealogical Research in Ohio

Genealogical Research in Ohio PDF Author: Kip Sperry
Publisher: Genealogical Publishing Com
ISBN: 9780806317137
Category : History
Languages : en
Pages : 402

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Book Description
"This research guide describes Ohio sources for family history and genealogical research. It also includes extensive footnotes and bibliographies, addresses of repositories that house Ohio historical and genealogical records and oral histories, and addresses of chapters of the Ohio Genealogical Society. Valuable Ohio maps conclude this work ... This new edition describes many Ohio sources on the Internet and compact discs, as well as additional genealogical and historical sources and bibliographies of Ohio sources"--Preface.

Reproductive Politics

Reproductive Politics PDF Author: Rickie Solinger
Publisher: Oxford University Press
ISBN: 019993004X
Category : Social Science
Languages : en
Pages : 236

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Book Description
The term "reproductive politics" was coined by feminists in the 1970s to describe contemporary Roe v. Wade-era power struggles over contraception and abortion, adoption and surrogacy, and other satellite issues. Forty years later, questions about reproductive rights are just as complex--and controversial--as they were then. Focusing mainly on the United States, Reproductive Politics: What Everyone Needs to Know® explores the legal, political, religious, social, ethical, and medical dimensions of this hotly contested arena. Tracing the historical roots of reproductive politics up through the present, Rickie Solinger considers a range of topics from abortion and contraception to health care reform and assisted reproductive technologies. Solinger tackles some of the most contentious questions up for debate today, including the definition of "fetal personhood," and the roles poverty and welfare policy play in shaping reproductive rights. The answers she provides are informative, balanced, and sometimes quite surprising. Offering a wide range of information in an accessible and engaging manner, Reproductive Politics: What Everyone Needs to Know® orients readers and provides the knowledge necessary to follow the debates in this important and continually evolving field. What Everyone Needs to Know® is a registered trademark of Oxford University Press.

Florida Will and Trust Forms Manual

Florida Will and Trust Forms Manual PDF Author: Walter S. Kane
Publisher:
ISBN: 9780820587547
Category : Estate planning
Languages : en
Pages :

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Book Description


Elder Law in Maryland

Elder Law in Maryland PDF Author: Jason A. Frank
Publisher: LexisNexis
ISBN: 9780327017202
Category : Older people
Languages : en
Pages : 742

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Book Description
Encompasses Uniform Federal law & unique aspects of Maryland laws.

Total Contingency Planning for Disasters

Total Contingency Planning for Disasters PDF Author: Kenneth N. Myers
Publisher: Wiley
ISBN: 9780471153795
Category : Business & Economics
Languages : en
Pages : 270

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Book Description
A time-tested plan for ensuring that your business doesn't crash along with your computer systems Now in Paper! As modern organizations grow more dependent on computerized systems and other technologies, it becomes increasingly important that management develop disaster recovery and business continuity programs that mimimize the damaging and costly disruptions caused by technology failure or worse. This book provides a time-tested plan for doing precisely that. With vital information that any business can easily adapt to their organization, it presents a step-by-step model for developing, testing, and maintaining a cost-effective, long-range strategic plan that can stand up to natural, environmental, and man-made disasters—as well as the scrutiny of auditors. The plan offered here is so innovative and powerful that it was recently copyrighted. With the help of numerous examples illustrating proven solutions in action, Total Contingency Planning for Disasters shows how to: Prepare an effective contingency plan Sharpen the focus of your existing plan on specific disasters and a disasters impact on individual business units Communicate effectively with management at every stage of the plan Pinpoint development process planning roles and responsibilities KENNETH N. MYERS (Annapolis, Maryland) is one of the world's foremost innovators in the field of contingency planning. His firm, K.N. Myers & Associates, has prepared disaster recovery and business continuation plans for organizations in both the United States and Europe.