Cutting Edge Estate Planning Techniques in Response to the 2001 Tax Act
Author: Pennsylvania Bar Institute
Publisher:
Published: 2002
Total Pages: 64
ISBN-13:
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Estate Planning Strategies After Estate Tax Reform
Author: Charles D. Fox
Publisher:
Published: 2001
Total Pages: 172
ISBN-13:
DOWNLOAD EBOOK"This book is intended to be the concise, practical reference on the implications of the recently enacted phase-out and deferred repeal of the estate and GST taxes, and the modifications to the gift tax, for all financial aid professionals, whether they are attorneys, accountants, fiduciaries, insurance agents, family office managers, or other professionals active in the estate planning field. The book summarizes the key components of the Economic Growth and Tax Relief Reconciliation Act of 2001 relating to estate planning ... the text explains how the law works, what planning opportunities and strategies will be available for clients and customers, and what planning techniques are rendered unnecessary by the new legislation ... [it] also examines areas in which the new legislation is unclear ... [and] provides samples of new or revised forms."--Preface.
The Tools and Techniques of Estate Planning
Author: Stephan R. Leimberg
Publisher: Probus Publishing Company
Published: 1988
Total Pages: 694
ISBN-13:
DOWNLOAD EBOOKThe Tools & Techniques of Estate Planning
Author: Stephan R. Leimberg
Publisher: Highline Media
Published: 1995
Total Pages: 688
ISBN-13: 9780872181472
DOWNLOAD EBOOKJ.K. Lasser's New Rules for Estate and Tax Planning
Author: Harold I. Apolinsky
Publisher: John Wiley & Sons
Published: 2002-03-12
Total Pages: 304
ISBN-13: 0471233455
DOWNLOAD EBOOKPlanning Your Estate Under the New Tax Law is Easy with J. K. Lasser The Economic Growth and Tax Relief Reconciliation Act of 2001 will affect numerous aspects of your financial life-none more important than how you plan your estate. This new tax law includes the first major estate tax revision in over twenty years. Use J.K. Lasser's New Rules for Estate and Tax Planning to learn how the rules have changed and what you can do now to effectively plan your estate. Learn what the new law means for you and your family, and find out how to use it to keep what has taken a lifetime to accumulate. With this book, you'll understand: * The repeal of the Estate Tax * Wealth-transfer exemption * How the new legislation will impact trusts and inheritances * The role of wills, executors, guardianship, and trusts * Treatment of charitable contributions J.K. Lasser-Practical Guides for All Your Financial Needs Please visit our Web site at www.jklasser.com
Estate Planning after the 2001 Tax Act
Author: Martin M. Shenkman
Publisher: Bloomberg Press
Published: 2002-05-01
Total Pages: 336
ISBN-13: 9781576601211
DOWNLOAD EBOOKEstate Planning after the 2001 Tax Act is a step-by-step guide and sourcebook to help financial advisers navigate the estate planning?related changes in the tax code brought on by the 2001 Tax Relief Reconciliation Act. The author, estate planning expert and lawyer Martin Shenkman, provides a sound rationale for comprehensive estate planning and a host of invaluable planning techniques to address the uncertainties the new rules pose.
The Tools and Techniques of Estate Planning, 19th Edition
Author: Stephan Leimberg
Publisher:
Published: 2019-01-09
Total Pages: 0
ISBN-13: 9781949506334
DOWNLOAD EBOOKIn the course of a single year, estate planning has been directly affected by numerous, significant revisions to the law. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. The Tools & Techniques of Estate Planning, 19th edition, applies the trusted Tools & Techniques approach to all aspects of modern estate planning, enabling you to: Help your clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions Help your clients effectively preserve their assets under current law Handle a wide variety of estates and specific circumstances Save significant amounts of time with exclusive estate planning tools In addition to everything that made the first eighteen editions of The Tools & Techniques of Estate Planning so effective and popular, this new edition delivers several enhancements including: Cover-to-cover updates to reflect changes in tax code that were enacted in the 2017 Tax Cuts and Jobs Act A new chapter on planning techniques that utilize the new Section 199A Qualified Business Income (QBI) deduction Significantly updated chapters on trust planning and income tax considerations in estate planning This book features easy-to-understand, real-world examples from expert authors on what techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. Readers will learn the most important issues and planning techniques to help clients plan every aspect of their estate. In these pages you'll also find reliable, practice-based analyses of hundreds of recent cases and rulings, helping you assist your clients in making the best decisions for themselves and for their families.
Model Rules of Professional Conduct
Author: American Bar Association. House of Delegates
Publisher: American Bar Association
Published: 2007
Total Pages: 216
ISBN-13: 9781590318737
DOWNLOAD EBOOKThe Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.
Income Taxation of Trusts and Estates
Author: Alan S. Acker
Publisher:
Published:
Total Pages:
ISBN-13: 9781617469855
DOWNLOAD EBOOK"... provides detailed coverage of the rules governing the income taxation of estates, trusts, and their beneficiaries"--Page iii.
The Tools & Techniques of Estate Planning
Author: Stephan R. Leimberg
Publisher: Prentice Hall
Published: 2001
Total Pages: 712
ISBN-13: 9780872182912
DOWNLOAD EBOOKGain a practical, working knowledge of estate planning to give your clients the best financial security. Master resourceful estate planning including acquisition, preservation, and distribution to accomplish your client's tax and non-tax objectives.
