Category Archives: Estates & Trusts

The executor's guide.

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 8.18 MB

Downloadable formats: PDF

If the money to buy the life insurance policy was to be transferred directly to the trustee, it could be subject to a gift tax. We have lectured widely in this area, including on sales to grantor trusts, and have considerable experience successfully defending these techniques from attacks by the IRS. The author disagrees with the prevailing view that Family Code Section 853(a) requires a written declaration for the transmutation of marital property from community property to joint tenancy or vice versa.

Continue reading The executor's guide.

Estates in Land and Future Interests: Problems and Answers,

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 7.08 MB

Downloadable formats: PDF

Gantenbein Law Firm is a Colorado law firm that you can depend on when you need Estate Planning or have a Wills & Trust issue, including family trusts, living trust, trust funds, revocable trust, irrevocable trust, discretionary trust, Colorado probate, Colorado financial planning, charitable trusts, last will and testament, estate taxes, and more. It would be primarily people who feel that you should have included them but didn’t, or did include them but did not give them much, or you had restrictions on the access to or timing of receipt, or nature of [...] To reinforce the necessity to obtain a legal consultation before completing or re-doing a will, just look at some of the many reasons legal advice is specifically required because of the complex legal issues and options involved: A life annuity provides regular payments that will continue for the rest of your life, no matter how long you live.

Continue reading Estates in Land and Future Interests: Problems and Answers,

Inheritance Tax Simplified 2015/2016

Format: Paperback

Language:

Format: PDF / Kindle / ePub

Size: 10.08 MB

Downloadable formats: PDF

Consideration should also be given to selecting an alternate attorney-in-fact, in case something might happen to the first choice of surrogate. Ed also has extensive trial, arbitration, mediation and appellate experience, and has successfully litigated a number of high profile trust and elder financial abuse cases in Northern California. Once you've properly planned for the future, you can be at peace knowing that your loved ones will be well cared for. Without proper planning, especially when "non-traditional" families are involved, the chances of such claims are heightened.

Continue reading Inheritance Tax Simplified 2015/2016

Tolley's Inheritance Tax Planning 2014-15 (Tolley's Tax

Format: Paperback

Language:

Format: PDF / Kindle / ePub

Size: 12.37 MB

Downloadable formats: PDF

Two relatively simple documents- Financial Power of Attorney and Medical Power of Attorney -would have made this job much easier and cheaper. Some practitioners decry the fee as an illegal tax. The Family Trust, a separate entity, is not counted as part of the surviving spouse’s estate upon death. Without a Financial Power of Attorney, if you become incapacitated, a Guardianship proceeding would be necessary to authorize someone to handle these matters for you. The assets are held for the benefit of beneficiaries, those receiving the benefit of the trust.

Continue reading Tolley's Inheritance Tax Planning 2014-15 (Tolley's Tax

Testamentary Capacity: Law, Practice, and Medicine

Format: Print Length

Language: English

Format: PDF / Kindle / ePub

Size: 8.68 MB

Downloadable formats: PDF

We help to preserve this property for the individuals and organizations you most wish to benefit. Because of the rapidly changing nature of the law and our reliance upon outside sources, we make no warranty or guarantee of the accuracy or reliability of information contained herein. Our Northshore estate planning lawyers draft custom documents and advise clients about wills, powers of attorney for health care and durable powers of attorney for property.

Continue reading Testamentary Capacity: Law, Practice, and Medicine

Uniform Probate Code and Uniform Trust Code in a Nutshell

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 11.35 MB

Downloadable formats: PDF

And unless you appoint a guardian for your minor kids in a legally executed will, their future will be determined by the court. A will is a necessary document to protect the interest of both you and your family. Not sure how many 18 year olds could handle that responsibly. Charitable organizations and foundations. We are experienced in advising clients and designing individualized plans suited to address all types of family situations and dynamics. This arrangement allows another or third party to hold the assets on behalf of the beneficiaries.

Continue reading Uniform Probate Code and Uniform Trust Code in a Nutshell

Maximizing the Value of Trusts & Estates: Leading Lawyers on

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 9.24 MB

Downloadable formats: PDF

Trustee: The trustee's duties include conserving and managing estate assets. Deductions that are properly allocable to this income or gain are allowed to reduce the amount subject to tax. She won't sell her soul or go against what she thinks is morally right unlike a lot of lawyers. Probate administration can be a complicated process requiring a personal representative or trustee to oversee the estate. These attorneys have skills in significant wealth transfer issues, business succession, philanthropy, and family systems.

Continue reading Maximizing the Value of Trusts & Estates: Leading Lawyers on

Family Trusts: The Must-Have New Zealand Guide - How to

Format: Print Length

Language: English

Format: PDF / Kindle / ePub

Size: 6.91 MB

Downloadable formats: PDF

We assist clients in formulating and implementing their estate planning goals for the fund operations and net worth it creates, which usually includes establishing appropriate structures to protect the management of the operations and maximize the advantage of substantial earning potential to shift growth and appreciation to trusts for children and grandchildren. There are legal and logistical limits and complications to work out and your wishes might not be possible to carry out.

Continue reading Family Trusts: The Must-Have New Zealand Guide - How to

Reports of Cases Argued and Determined in the Ecclesiastical

Format: Hardcover

Language: English

Format: PDF / Kindle / ePub

Size: 14.15 MB

Downloadable formats: PDF

Ed’s practice focuses on estate and trust litigation, financial/fiduciary abuse, elder financial abuse, trust administration, probate, and conservatorships. Finally, it points out the nontax services that estate planning attorneys perform for their clients that are not affected by the increased exemptions. See §4:27. • How you can preserve evidence of where a durable power of attorney was executed. Estate planning steps may be implemented to take effect either during the individual’s lifetime or following his or her death.

Continue reading Reports of Cases Argued and Determined in the Ecclesiastical

The Complete Guide to Planning Your Estate In Ohio: A

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 13.68 MB

Downloadable formats: PDF

The executor reports to the Master of the High Court during the course of the administration process and the Master may request further particulars and specific documentary evidence from the executor at any time. To locate an attorney visit AttorneyPages.com. Revocable lifetime trusts to minimize probate administrative costs and to preserve property from a second tax upon the death of a beneficiary. Martindale-Hubbell and martindale.com are registered trademarks; AV, BV, AV Preeminent and BV Distinguished are registered certification marks; Lawyers.com and the Martindale-Hubbell Peer Review Rated Icon are service marks; and Martindale-Hubbell Peer Review Ratings are trademarks of Internet Brands, Inc., used under license.

Continue reading The Complete Guide to Planning Your Estate In Ohio: A