The Irrevocable Life Insurance Trust
Author: Lawrence Brody
Publisher: Real Property Probate and Trust Law American Bar Association
Published: 1999
Total Pages: 204
ISBN-13:
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Author: Lawrence Brody
Publisher: Real Property Probate and Trust Law American Bar Association
Published: 1999
Total Pages: 204
ISBN-13:
DOWNLOAD EBOOKAuthor: Lawrence Brody
Publisher: American Bar Association
Published: 2011
Total Pages: 0
ISBN-13: 9781616328979
DOWNLOAD EBOOKUnderstand the essential elements of both a single life policy irrevocable life insurance trust and survivorship policy irrevocable life insurance trust in order to meet your clients' estate planning needs. This concise primer offers a step-by-step guide to these trusts and includes sample trust forms and documents to adapt for your practice. Includes sample forms for a both types of irrevocable life insurance trusts along with notes to the drafter for each type of trust; forms also on CD-ROM.
Author: Sebastian V. Grassi
Publisher: American Law Institute-American Bar Association(ALI-ABA)
Published: 2003-04
Total Pages: 365
ISBN-13: 9780831814175
DOWNLOAD EBOOKAuthor: N. Brian Caverly
Publisher: John Wiley & Sons
Published: 2003-03-07
Total Pages: 397
ISBN-13: 0764555014
DOWNLOAD EBOOKPlanning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.
Author: Dwight F. Bickel
Publisher: Lexis Nexis Matthew Bender
Published: 1993
Total Pages:
ISBN-13: 9780820510811
DOWNLOAD EBOOKThis practice-oriented forms book contains everything necessary to understand, present & implement a living revocable or irrevocable trust. 1 Volume; Looseleaf; updated with annual revision.
Author: United States. Congress
Publisher:
Published: 1988
Total Pages:
ISBN-13:
DOWNLOAD EBOOKAuthor: Vickie Schumacher
Publisher: Schumacher Publishing
Published: 1990
Total Pages: 230
ISBN-13:
DOWNLOAD EBOOKWritten 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.
Author: JEFFREY N. PENNELL
Publisher: West Academic Publishing
Published: 2020-10-22
Total Pages: 817
ISBN-13: 9781647086596
DOWNLOAD EBOOKUpdated through August 1, 2020, the third edition of Pennell's Estate Planning and Drafting focuses on every-day planning for "middle-rich" clients. For example: Traditional planning for couples who may not have as much wealth as double the basic exclusion amount but who anticipate that the exclusion amount may decline in the future. They must consider whether to qualify 100% of the estate of the first to die for the marital deduction (and defer all taxes), or instead to shelter the unified credit of the first to die in a nonmarital trust. In either case they also need to decide whether to elect portability for any unused exclusion amount. A sharper focus on family trust planning for clients with enough wealth to worry about protecting their beneficiaries (and wealth) but for whom sophisticated tax-minimization techniques are not needed. A new brief explanation of Code Chapter 14 illustrates its application but notes that most middle-rich clients will not stumble into estate freezing techniques. The coverage of retirement benefits is updated to reflect the SECURE Act changes to the required-minimum-distribution rules, and elimination of most stretch-payout planning. The chapter on charitable giving is streamlined and simplified in recognition that most middle-rich clients do not make extensive use of private foundations or split-interest trusts. Information about postmortem planning and fiduciary administration stresses state and federal income taxation and state death taxation in situations that do not trigger federal wealth transfer taxation. The text explains essential tax fundamentals that inform traditional techniques (e.g. Crummey powers), without overemphasis on the tax-oriented practices that led to their original adoption. There are over 100 pages of annotated forms illustrating basic planning documents, including a pour over will, self-trusteed declaration of trust, irrevocable life insurance trust, family and marital deduction trusts, and a third-party special needs trust.
Author: Alan S. Gassman
Publisher:
Published: 2015-12-16
Total Pages: 202
ISBN-13: 9781522754923
DOWNLOAD EBOOKAuthor: Douglas K. Freeman
Publisher:
Published: 1985
Total Pages:
ISBN-13:
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