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 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.


PPC's Guide to Practical Estate Planning

PPC's Guide to Practical Estate Planning

Author: Practitioners Publishing Co. Staff

Publisher:

Published: 2005-07-01

Total Pages:

ISBN-13: 9780764629754

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Contains technical guidance and practice aids for CPS's and other professionals who offer Estate Planning to clients.


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."