The ABA Practical Guide to Estate Planning

The ABA Practical Guide to Estate Planning

Author: Jay A. Soled

Publisher: Amer Bar Assn

Published: 2011

Total Pages: 523

ISBN-13: 9781614381112

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The ABA Practical Guide to Estate Planning will help guide clients to an effective estate plan to fit their needs. For both the novice and experienced estate planning practitioner, this practical guide offers sound advice from leading estate planners around the country who share their knowledge and expertise so that you don't miss a step in the process.


Financial Modeling and Valuation

Financial Modeling and Valuation

Author: Paul Pignataro

Publisher: John Wiley & Sons

Published: 2013-07-10

Total Pages: 432

ISBN-13: 1118558766

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Written by the Founder and CEO of the prestigious New York School of Finance, this book schools you in the fundamental tools for accurately assessing the soundness of a stock investment. Built around a full-length case study of Wal-Mart, it shows you how to perform an in-depth analysis of that company's financial standing, walking you through all the steps of developing a sophisticated financial model as done by professional Wall Street analysts. You will construct a full scale financial model and valuation step-by-step as you page through the book. When we ran this analysis in January of 2012, we estimated the stock was undervalued. Since the first run of the analysis, the stock has increased 35 percent. Re-evaluating Wal-Mart 9months later, we will step through the techniques utilized by Wall Street analysts to build models on and properly value business entities. Step-by-step financial modeling - taught using downloadable Wall Street models, you will construct the model step by step as you page through the book. Hot keys and explicit Excel instructions aid even the novice excel modeler. Model built complete with Income Statement, Cash Flow Statement, Balance Sheet, Balance Sheet Balancing Techniques, Depreciation Schedule (complete with accelerating depreciation and deferring taxes), working capital schedule, debt schedule, handling circular references, and automatic debt pay downs. Illustrative concepts including detailing model flows help aid in conceptual understanding. Concepts are reiterated and honed, perfect for a novice yet detailed enough for a professional. Model built direct from Wal-Mart public filings, searching through notes, performing research, and illustrating techniques to formulate projections. Includes in-depth coverage of valuation techniques commonly used by Wall Street professionals. Illustrative comparable company analyses - built the right way, direct from historical financials, calculating LTM (Last Twelve Month) data, calendarization, and properly smoothing EBITDA and Net Income. Precedent transactions analysis - detailing how to extract proper metrics from relevant proxy statements Discounted cash flow analysis - simplifying and illustrating how a DCF is utilized, how unlevered free cash flow is derived, and the meaning of weighted average cost of capital (WACC) Step-by-step we will come up with a valuation on Wal-Mart Chapter end questions, practice models, additional case studies and common interview questions (found in the companion website) help solidify the techniques honed in the book; ideal for universities or business students looking to break into the investment banking field.


AARP Crash Course in Estate Planning

AARP Crash Course in Estate Planning

Author: Michael T. Palermo

Publisher: Sterling Publishing Company, Inc.

Published: 2004-12-11

Total Pages: 276

ISBN-13: 9781402718380

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The Essential Guide to Wills, Trusts, and you personal legacy. What you need to know before consulting you attorney.


A Guide to International Estate Planning

A Guide to International Estate Planning

Author: Leigh-Alexandra Basha

Publisher:

Published: 2014

Total Pages: 828

ISBN-13: 9781627222679

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With the explosive growth in international investments, more and more lawyers and financial advisors realize the acute need to properly address critical issues of international estate planning for their clients. Whether you are counseling a foreign national or an American citizen, whether your practice is in the U.S. or abroad, whether you want to develop a general expertise in the area or are confronted by these issues on a more frequent basis, this compendium is a necessary and practical resource to help you identify and navigate many of the complex planning and regulatory compliance issues, both legal and tax, involved in international estate planning. In addition to providing a complete overview of the basic principles and procedures of international asset management from addressing the conflict of laws issues that are central in determining which country s laws will govern the disposition of a donor or decedent s wealth to the basic transfer tax rules for nonresident aliens, U.S. citizens, and resident aliens A Guide to International Estate Planning teaches proven strategies, techniques, and practical applications to use for meeting your clients international estate planning needs. Twenty-two detailed chapters are written by trust and estate lawyers with significant experience in international issues. Their advice goes beyond simply highlighting issues in estate planning, emphasizing key issues as compliance, treaty, choice of law, and estate administration problems. This updated edition now includes chapters on FATF and anti-money laundering and offshore compliance, as well as chapters from several foreign jurisdictions to provide comparative insights on different topics."


The American Bar Association Guide to Wills & Estates

The American Bar Association Guide to Wills & Estates

Author: American Bar Association

Publisher: Random House Reference &

Published: 2009

Total Pages: 386

ISBN-13: 0375722998

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Written in easy-to-read language with dozens of real-life examples, this book provides important information about mediation, arbitration, small claims court, and civil court procedures, and includes a chapter on working with a lawyer.


When Someone Dies

When Someone Dies

Author: Scott Taylor Smith

Publisher: Simon and Schuster

Published: 2013-03-12

Total Pages: 252

ISBN-13: 1476700249

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A lawyer and venture capitalist provides a complete, practical guide for dealing with the concrete details surrounding the death of a loved one, from funeral and estate planning to navigating the complexities of online identities. Scott Taylor Smith, a venture capitalist and lawyer, had plentiful resources, and yet after his mother died, he made a series of agonizing and costly mistakes in squaring away her affairs. He could find countless books that dealt with caring for the dying and the emotional fallout of death, but very few that dealt with the logistics. In the aftermath of his mother’s death, Smith decided to write the book he wished he’d had. When Someone Dies provides readers with a crucial framework for making good, informed, money-saving decisions in the chaotic thirty days after a loved one dies and beyond. It provides essential, concrete guidance on: • Making funeral and memorial service arrangements • Writing an obituary • Estate planning • Contacting family and friends • Handling your loved one’s online footprint • Navigating probate • Dealing with finances, including trusts and taxation • And much, much more Featuring concise checklists in each chapter, this guide offers answers to practical questions, enabling loved ones to save time and money and focus on healing.


Model Rules of Professional Conduct

Model Rules of Professional Conduct

Author: American Bar Association. House of Delegates

Publisher: American Bar Association

Published: 2007

Total Pages: 216

ISBN-13: 9781590318737

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The 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.


The Complete Book of Wills, Estates, and Trusts

The Complete Book of Wills, Estates, and Trusts

Author: Alexander A. Bove

Publisher: Macmillan + ORM

Published: 2005-12-27

Total Pages: 530

ISBN-13: 1466829001

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The best legal guide to wills and estates—with more than 80,000 copies sold—now updated to cover the current asset protection options and estate laws. Whether grappling with modest or extensive assets, The Complete Book of Wills, Estates, and Trusts has long been the indispensable guide for protecting an estate for loved ones. In this completely revised third edition, updated to cover the latest changes in estate law, attorney Alexander A. Bove, Jr., clearly explains how to use a will to avoid probate and legal complications how trusts work and how to use trusts to save taxes how to contest a will and how to avoid a contest how to settle an estate or make a claim against one how to establish a durable power of attorney how to protect assets from creditors In his straightforward and humorous style, Bove shares easy-to-understand legal definitions, savvy advice on taxes, and pragmatic and simple sample forms, all illustrated with entertaining examples and actual cases. The Complete Book of Wills, Estates, and Trusts is the best guide available for defending your financial legacy.