An Estate Planner's Guide to Qualified Retirement Plan Benefits
An Estate Planner's Guide to Qualified Retirement Plan Benefits

Author: Louis A. Mezzullo

Publisher: American Bar Association

Published: 2007

Total Pages: 182

ISBN-13: 9781590319390

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Written for the non-ERISA specialist, this practical guide provides expert advice on how to structure benefits from qualified retirement plans and IRAs. Incorporating significant changes made by the Pension Protection Act of 2006 and the final regulations regarding the required minimum distribution rules, it clarifies distribution options, summarizes the rules of defined benefit and defined contribution plans, discusses tax rules, regulations, and penalties, and highlights the dangers of some traditional estate planning techniques. Includes appendices on CD-ROM.

An Estate Planner's Guide to Buy-sell Agreements for the Closely Held Business
An Estate Planner's Guide to Buy-sell Agreements for the Closely Held Business

Author: Louis A. Mezzullo

Publisher: American Bar Association

Published: 2007

Total Pages: 158

ISBN-13: 9781590318379

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Nationally known estate planning authority Louis A. Mezzullo provides comprehensive yet practical advice for designing an effective buy-sell agreement to be used as an exit strategy or as part of the succession or estate planning process. He explains what to consider when drafting an agreement for a C or S corporation, a partnership, or a limited liability company. Tools include the suggested terms of a well-drafted agreement, discussions about funding options, tax consequences, and valuation. Includes CD-ROM with sample agreements.

Financial and Estate Planning Guide 2009
Financial and Estate Planning Guide 2009

Author:

Publisher: CCH

Published: 2008-09

Total Pages: 1100

ISBN-13: 9780808091790

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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.

Charitable Gift Planning
Charitable Gift Planning

Author: Thomas J. Ray (Jr.)

Publisher: American Bar Association

Published: 2007

Total Pages: 876

ISBN-13: 9781590318782

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When Congress passed the Pension Protection Act of 2006, they created what may be the most significant reform to charitable planning since the Tax Reform Act of 1969. This practice-focused book is now fully updated to explain the legislation's impact on all aspects of charitable planning. It provides clear and insightful explanations of all relevant tax law, financial considerations, and includes drafting guidelines, and forms to assist with clients' charitable giving needs as part of a comprehensive estate and financial plan. Includes drafting guides and sample forms on CD-ROM.

Practical Guide to Estate Planning 2009
Practical Guide to Estate Planning 2009

Author: Ray D. Madoff

Publisher: CCH

Published: 2008-11

Total Pages: 844

ISBN-13: 9780808092339

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Practical Guide to Estate Planning provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. It is divided into four major sections, the first of which provides a general view of the estate planning process.

ABA Journal
ABA Journal

Author:

Publisher:

Published: 2003-06

Total Pages: 84

ISBN-13:

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The ABA Journal serves the legal profession. Qualified recipients are lawyers and judges, law students, law librarians and associate members of the American Bar Association.

ABA Journal
ABA Journal

Author:

Publisher:

Published: 2003-06

Total Pages: 84

ISBN-13:

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The ABA Journal serves the legal profession. Qualified recipients are lawyers and judges, law students, law librarians and associate members of the American Bar Association.