Practical Guide to Estate Planning 2009

Practical Guide to Estate Planning 2009 PDF Author: Ray D. Madoff
Publisher: CCH
ISBN: 9780808092339
Category : Business & Economics
Languages : en
Pages : 864

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Book Description
Practical Guide to Estate Planning provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. It is divided into four major sections, the first of which provides a general view of the estate planning process.

CCH Financial and Estate Planning Guide 2009

CCH Financial and Estate Planning Guide 2009 PDF Author: Terence Myers
Publisher: CCH
ISBN: 9780808091790
Category : Business & Economics
Languages : en
Pages : 1077

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Book Description
The CCH Financial and Estate Planning Guide is the premier guidebook for professionals who structure, tailor and administer financial and estate plans. In the clearest of language, the guide explains all the important planning concepts, and examines the most important techniques used to set and meet the financial goals of clients and their families.

A Practical Guide to Estate Planning for a Family with a Special Needs Child

A Practical Guide to Estate Planning for a Family with a Special Needs Child PDF Author: Sebastian V. Grassi, Jr.
Publisher: ALI-ABA
ISBN: 0831899840
Category : Law
Languages : en
Pages :

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Book Description


The Estate Planning Companion - A Practical Guide to Your Estate Plan

The Estate Planning Companion - A Practical Guide to Your Estate Plan PDF Author: Mark Coulter
Publisher: Lulu.com
ISBN: 1605520632
Category : Law
Languages : en
Pages : 292

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Book Description
Taking the complexity of the law of Estate Planning and making it understandable to the rest of us, in The Estate Planning Companion, attorney Mark T. Coulter shows you a method to approach estate planning in order to manage your assets in life and thereafter, while bringing peace of mind to you and your family. Intended to bridge the communication gap between lawyers and their clients, The Estate Planning Companion explains in straightforward language a full range of topics every responsible adult should consider about their life, assets and affairs. Includes Living Trusts, Powers of Attorney, Letters of Instruction, Wills, Trusts, Life Insurance, Living Wills, Long Term Care Insurance, Medicaid nursing home planning, Probate and Asset Inventories for you and your family. Learn why you can't rely on fill-in-the blank forms or internet-only lawyers. Whether you are just starting out, mid-career, or in retirement now, this information will help you make the best planning decisions.

Loring and Rounds: A Trustee's Handbook, 2017 Edition (IL)

Loring and Rounds: A Trustee's Handbook, 2017 Edition (IL) PDF Author: Rounds
Publisher: Wolters Kluwer
ISBN: 145487158X
Category : Trusts and trustees
Languages : en
Pages : 1896

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Book Description
Loring and Rounds: A Trustee's Handbook--well over 1,550 pages-- is regarded not only as authoritative but also as the most convenient, reliable, and complete single-volume source for trust doctrine. Get in-depth information on how to stay on top of the developments in this complex field of practice. The Handbook carries on the tradition of concise, practical, and up-to-date guidance for trustees, a tradition that began in 1898 with the First Edition. This classic trust reference distills the essence of trust law, illuminating the fundamental principles and answering the basic questions. Loring and Rounds: A Trustee's Handbook, 2017 Edition is up to date and includes eleven chapters of important information, such as chapters on: The Property Requirement The Trustee's Office Interests Remaining with the Settlor The Beneficiary The Trustee's Duties The Trustee's Liabilities Miscellaneous Topics of General Interest to the Trustee Special Types of Trusts The Income Taxation of Trusts Tax Basis/Cost of Trust Property

Legal Studies Capstone: Assessing Your Undergraduate Education

Legal Studies Capstone: Assessing Your Undergraduate Education PDF Author: Nance Kriscenski
Publisher: Cengage Learning
ISBN: 1133418988
Category : Law
Languages : en
Pages : 224

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Book Description
LEGAL STUDIES CAPSTONE: ASSESSING YOUR UNDERGRADUATE EDUCATION provides an opportunity for students to review, enhance and demonstrate their knowledge and practical application of the law. Achievement of learning objectives is shown through development of a portfolio of student work and a successful score on a comprehensive exam. Measurable learning objectives are detailed for each unit, with discussion questions, portfolio assignments and exam questions designed to measure the attainment of each outcome. Job search, continuing education, ethical obligations and technology skills are addressed, and students organize related documentation to prepare for post-graduation endeavors. These units are followed by summaries of core substantive and procedural areas of law, providing students with a review of prior studies as well as a gap-filler for keys areas essential to success in the workplace, continuing education, or certification and employment exams. Students can evaluate their knowledge of the law through review of questions and answers provided in the comprehensive exam in Appendix A. Portfolio assignments display their ability to draft pleadings, prepare contracts, complete forms and report research results for review by a prospective employer or as reference for future assignments. The Glossary and Other Resources listed in Appendix B assist in fostering successful outcomes in both portfolio development and the assessment exam. In addition to the benefits to students, this text offers guidance to educational programs undertaking a meaningful assessment of learning outcomes. Review of student portfolios and success rates on the comprehensive substantive assessment present student data to be utilized in continuous curriculum development. The Instructor's Resources include a sample course outline, exit exam and portfolio grading rubric. Important Notice: Media content referenced within the product description or the product text may not be available in the ebook version.

Estate Planning

Estate Planning PDF Author: Wayne M. Gazur
Publisher: Aspen Publishing
ISBN: 1454869003
Category : Law
Languages : en
Pages : 814

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Book Description
This casebook introduces students to the principles of estate planning and challenges them to analyze simulated client scenarios. Featuring a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations. A forms supplement on a CD is an additional tool for giving students practice with drafting exercises.

LexisNexis Practice Guide: Michigan Probate and Estate Administration

LexisNexis Practice Guide: Michigan Probate and Estate Administration PDF Author: Dustin Foster
Publisher: LexisNexis
ISBN: 1522183027
Category : Law
Languages : en
Pages :

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Book Description
The LexisNexis Practice Guide: Michigan Probate and Estate Administration provides clear and concise explanations of the fundamentals of Michigan probate and estate administration practice, checklists to ensure that practitioners address all of the salient points in any transaction, professional tips for both beginning and experienced practitioners, and alerts to traps for the unwary practitioner. To further enhance the usefulness of the practice guide to practitioners, the Practice Guide incorporates both official and unofficial forms needed to complete the estate administration process.

Eldercare 101

Eldercare 101 PDF Author: Mary Jo Saavedra
Publisher: Rowman & Littlefield
ISBN: 1442265477
Category : Self-Help
Languages : en
Pages : 264

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Book Description
The Silver Tsunami is upon us as elder care and crisis management reaches a tipping point with the graying of America. By 2020, 54 million people in the U.S. will be over the age of 65; by 2030, that number will top 80 million. Feeling the squeeze of multi-generational home demands, children of aging parents are struggling to learn innovative eldercare management strategies and often find themselves overwhelmed by the many facets of caregiving. Eldercare 101 is the answer to making order from chaos. As a guide covering all aspects of aging and end-of-life in one place, caregivers will no longer spend endless nights trying to decode the Internet trail--confused, uncertain, and fearful of what they’re missing. Whether they are proactively planning ahead or need to have fast answers, this comprehensive, technology-rich resource presents steppingstones for the Sandwich Generation as they navigate caring for aging parents, grandparents, friends, and other family members. Eldercare 101 is a well-researched, organized, easy-to-understand guide for families desperately in need of help as they care for their aging loved ones. The book is organized into “6 pillars of aging wellbeing”: legal, financial, living environment, social, medical, and spiritual. Each pillar is explored by an expert and offers best practices and tips for evaluating choices, making decisions, and living well wherever the road might lead.

LexisNexis Practice Guide: New Jersey Probate and Estate Administration

LexisNexis Practice Guide: New Jersey Probate and Estate Administration PDF Author: Peggy Sheahan Knee
Publisher: LexisNexis
ISBN: 1522182241
Category : Law
Languages : en
Pages :

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Book Description
The LexisNexis Practice Guide: New Jersey Probate and Estate Administration provides clear and concise explanations of the fundamentals of New Jersey probate and estate administration practice, checklists to ensure that practitioners address all of the salient points in any transaction, professional tips for both beginning and experienced practitioners, and alerts to traps for the unwary practitioner. To further enhance the usefulness of the practice guide to practitioners, the Practice Guide incorporates both official and unofficial forms needed to complete the estate administration process.