Estate Planning

Estate Planning

Author: Michael John Perkins

Publisher:

Published: 2008

Total Pages: 542

ISBN-13: 9780409325416

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Trusts and estates practice is being increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book. Included in this edition are the legislative changes enacted since the first edition, such as changes to wills and estate law arising from the commencement of the Succession Act 2006 (NSW) on 1 March 2008 as well as changes to income tax and superannuation laws since 2005.


The Manual of Strategic Planning for Cultural Organizations

The Manual of Strategic Planning for Cultural Organizations

Author: Gail Dexter Lord

Publisher: Rowman & Littlefield

Published: 2017-03-17

Total Pages: 197

ISBN-13: 1538101327

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The Manual of Strategic Planning for Cultural Organizations adopts a hollistic approach to the creative world of cultural institutions. By encompassing museums, art galleries, gardens, zoos, science centers, historic sites, cultural centers, festivals, and performing arts, this book responds to the reality that boundaries are being blurred among institutional types—with many gardens incorporating exhibitions, many museums part of multidisciplinary cultural centers and festivals.. As cultural leaders transform the arts in the twenty-first century, this “whole career” manual will prepare readers for every stage. Three key areas covered are: Leadership change. This chapter explains the role of strategic planning when an institution is going through the process of hiring a new director. A question we are frequently asked is “Should the strategic plan precede the search process or should it wait until the new director takes up the position?” Institutional change. Increasingly, cultural organizations are going through major change: from public-sector agencies to nonprofit corporations; from private ownership to non-profit status; from nonprofit status to a foundation, and many other variations. This book addresses the role of strategic planning during these transitions. Staff empowerment. This manual addresses the opportunities for staff at all levelsto grow by participating in strategic planning. This edition focuses on how to engage and empower staff. A Guide for Museums, Performing Arts, Science Centers, Public Gardens, Heritage Sites, Libraries, Archives, and Zoos is a game-changing book with broad reach into the cultural sector, while still serving the museum community.


The Living Trust

The Living Trust

Author: Henry W. Abts

Publisher: McGraw-Hill/Contemporary

Published: 1997

Total Pages: 388

ISBN-13: 9780809230310

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The failproof way to pass along your estate to your heirs without lawyers, courts, or the probate system.


Pipeline Planning and Construction Field Manual

Pipeline Planning and Construction Field Manual

Author: E. Shashi Menon

Publisher: Gulf Professional Publishing

Published: 1978-06-26

Total Pages: 577

ISBN-13: 0123838541

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Pipeline Planning and Construction Field Manual aims to guide engineers and technicians in the processes of planning, designing, and construction of a pipeline system, as well as to provide the necessary tools for cost estimations, specifications, and field maintenance. The text includes understandable pipeline schematics, tables, and DIY checklists. This source is a collaborative work of a team of experts with over 180 years of combined experience throughout the United States and other countries in pipeline planning and construction. Comprised of 21 chapters, the book walks readers through the steps of pipeline construction and management. The comprehensive guide that this source provides enables engineers and technicians to manage routine auditing of technical work output relative to technical input and established expectations and standards, and to assess and estimate the work, including design integrity and product requirements, from its research to completion. Design, piping, civil, mechanical, petroleum, chemical, project production and project reservoir engineers, including novices and students, will find this book invaluable for their engineering practices. - Back-of-the envelope calculations - Checklists for maintenance operations - Checklists for environmental compliance - Simulations, modeling tools and equipment design - Guide for pump and pumping station placement


How to Value, Buy, or Sell a Financial Advisory Practice

How to Value, Buy, or Sell a Financial Advisory Practice

Author: Mark C. Tibergien

Publisher: John Wiley and Sons

Published: 2010-05-13

Total Pages: 355

ISBN-13: 0470884983

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Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue—the value of the firm. Unfortunately, many advisers--whether veteran or novice—simply don't know the worth of their practice or how to influence it. That's why How to Value, Buy, or Sell a Financial-Advisory Practice is such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assets—their business. Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work.