Strategies For Trusts And Estates In California

Author : WEST GROUP
Publisher : Aspatore Books
Page : 84 pages
File Size : 55,8 Mb
Release : 2010
Category : Law
ISBN : 0314264256

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Strategies for Trusts and Estates in California by WEST GROUP Pdf

Strategies for Trusts and Estates in California provides an authoritative, insiders perspective on best practices for handling the estate planning process in the state of California. Featuring partners from some of the states leading law firms, these experts guide the reader through the different phases of creating an estate plan, including evaluating a new client, choosing the right type of trust, updating an estate plan, and understanding the consequences of a poorly drafted trust. From keeping up-to-date on relevant decisions in this area of law to understanding the common issues and concerns that face California residents, these authors emphasize what is needed to determine the best estate planning strategy for your client. Additionally, these leaders discuss the key concerns of surviving family members and beneficiaries and offer advice on the common mistakes and pitfalls in this practice area. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating this ever-evolving area of law.

Author : Liza W. Hanks
Publisher : Nolo
Page : 369 pages
File Size : 51,7 Mb
Release : 2024-01-30
Category : Business & Economics
ISBN : 9781413331455

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Every Californian's Guide To Estate Planning by Liza W. Hanks Pdf

This one-of-a-kind guide covers everything from wills and living trusts to tax-saving strategies and issues that are unique to people who call California home.

Author : Liza W. Hanks
Publisher : Unknown
Page : 0 pages
File Size : 52,9 Mb
Release : 2020
Category : Business & Economics
ISBN : 141332715X

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Every Californian's Guide to Estate Planning by Liza W. Hanks Pdf

Estate planning books often fall into two categories: Those that are overwhelming and full of jargon, focusing on strategies to avoid taxes, or those that provide a general overview of wills, trusts, and estate planning tools and issues at a basic level. Every Californian's Guide to Estate Planning is different: It focuses on estate planning issues that are unique to people who call California home.

Author : Kathryn G. Henkel
Publisher : Unknown
Page : 128 pages
File Size : 43,7 Mb
Release : 2003
Category : Estate planning
ISBN : 0791334260

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Estate Planning and Wealth Preservation by Kathryn G. Henkel Pdf

Author : Daniel Collins
Publisher : Unknown
Page : 168 pages
File Size : 49,7 Mb
Release : 2018-12-15
Category : Law
ISBN : 1733514503

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Probate & Trust Estate Administration Tips & Tricks: Estates with Homes and Real Estate Investments by Daniel Collins Pdf

Most people are woefully unprepared to take on the thankless task of administering a trust or probate estate, and worse still, they believe that their attorney will handle all their nitty-gritty details. In PROBATE & TRUST ESTATE ADMINISTRATION TIPS & TRICKS, licensed California real estate broker, court-appointed Receiver, and Partition Referee Dan Collins offers a common-sense, plain-speaking, and practical guide for laymen that cuts through the jargon and explains which jobs most people can do themselves, and which require experts and professionals. Save time and money - don't go to Probate until you've read Dan's book!

Author : Linda C. Ashar,Sandy Ann Baker
Publisher : Atlantic Publishing Company
Page : 338 pages
File Size : 55,5 Mb
Release : 2010
Category : Business & Economics
ISBN : 9781601384256

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The Complete Guide to Planning Your Estate in California by Linda C. Ashar,Sandy Ann Baker Pdf

Synopsis: What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes such as family or special charities it becomes necessary to make special advance preparations. To ensure your assets are protected and final wishes are carried out, there are some common actions that should be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in Michigan will help you glide through this complicated process. This new book has been adapted to offer Ohio residents state-specific advice for estate planning. Co-authors Margo Pierce and Linda C. Ashar, attorneys at law, have crafted an estate planning primer, allowing Michigan residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. You will understand the legal terms and be ready to discuss issues and strategies with familiarity, saving you time and legal fees and ensuring peace of mind. Michigan -specific information is offered throughout this book, including: Michigan's probate code; Michigan rules, regulations, and laws specific to estate planning; elements of a valid Michigan will; planning your living will in Michigan; explanations of Michigan laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The book's easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. This book also offers an overview of abatement rules, settlement costs, guardianship and minor children, executors and trustees, life insurance, potential long-term care needs, marital deductions, types of trusts, gift splitting, survivorship deeds, 529 plans, reducing or eliminating estate taxes, avoiding tax on life insurance, using insurance to pay estate taxes, gift tax issues, generation skipping transfer tax, and tax-deferred accounts. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Although few people want to think about the possibility of disability or disease, advance planning is also a way to show your love and to reduce potential distress later. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information Michigan residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones.

Author : Anonim
Publisher : Unknown
Page : 286 pages
File Size : 48,6 Mb
Release : 2006-01-01
Category : Law
ISBN : 1596225939

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Best Practices for Structuring Trusts and Estates by Anonim Pdf

Best Practices for Structuring Trusts & Estates is an authoritative, insider?s perspective on key strategies for estate planning. Featuring partners and shareholders from some of the nation?s leading firms, these experts guide the reader through the unique nuances of trusts and estates law, including the complications of negotiating and settling family-related estate disputes, managing risk, contesting trusts or wills, and planning for wealth transfer. These top lawyers reveal their strategies for a variety of legal issues, such as the disposition of assets and succession planning, federal and state estate and income tax planning, the establishment of a protective conservatorship, and no-contest clause litigation. From creating successful client relationships and adding direct financial value to weighing the benefits and detriments of settling versus negotiating and staying up-to-date with new legislation, these authors delve into the importance of being a ?family advisor? for clients faced with challenges and difficult decisions. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to success an increasingly-enforced and rapidly-changing area of law.Inside the Minds provides readers with proven business intelligence from C-Level executives (Chairman, CEO, CFO, CMO, Partner) from the world?s most respected companies nation-wide, rather than third-party accounts from unknown authors and analysts. Each chapter is comparable to an essay/thought leadership piece and is a future-oriented look at where an industry, profession, or topic is headed and the most important issues for the future. Through an exhaustive selection process, each author was hand-picked by the Inside the Minds editorial board to author a chapter.Chapters Include:1. Steven P. Cole , Shareholder and Vice President, McAfee & Taft - "A Picture of Trusts and Estates Law";2. John F. Shoro, Partner and Estate, Financial, and Tax Planning Practice Group Leader, Bowditch & Dewey LLP - "The Importance of Family and Giving Them a Sound Financial Future";3. Sandra Brown Sherman , Partner, Riker, Danzig, Scherer, Hyland & Perretti LLP - "Trying to Create a Win-Win Situation";4. Gary A. Zwick, Partner, Walter & Haverfield LLP - "Finding a Way to Say ?Yes?";5. Joseph D. Zaks , Partner, Roetzel & Andress LPA - "Estate Planning: More than Wills and Trusts";6. G. Henry Welles, Partner, Best Best & Krieger LLP - "Trust and Estate Litigation in California."

Author : Liza W. Hanks
Publisher : Nolo
Page : 369 pages
File Size : 42,8 Mb
Release : 2022-01-01
Category : Law
ISBN : 9781413329384

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Every Californian's Guide To Estate Planning by Liza W. Hanks Pdf

Finally, an Estate Planning Guide for Californians Every Californian’s Guide to Estate Planning helps you understand the basics of leaving money and property to loved ones and charities, and naming a guardian for children—with a special focus on issues unique to California, like: how community property rules affect inheritance and taxes how to minimize capital gains for those inheriting high value real estate legal and tax rules that apply to non-citizens and U.S. permanent residents important issues for international guardians, trustees, and executors how to understand the impact of “Prop 19,” and make sure your heirs don’t lose a low (“Prop 13”) property tax rate, and how to avoid California’s slow and expensive probate system through options such as transfer-on-death deeds. With Downloadable Worksheets Includes access to essential worksheets that help you get started on writing a will, preparing a trust, choosing a guardian, leaving money to kids, naming beneficiaries, choosing agents for your health care directive and power of attorney for finances, doing a personal inventory, and more. details inside.

Author : Linda C. Ashar
Publisher : Atlantic Publishing Company
Page : 290 pages
File Size : 48,8 Mb
Release : 2015-02-06
Category : Business & Economics
ISBN : 9781601384102

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Your California Wills, Trusts, & Estates Explained Simply by Linda C. Ashar Pdf

[This book] will provide all the information you need to choose, set up, and execute a will, trust or estate. You will learn the legal terminology, including beneficiary, probate, trustor, trustee, assets, guardianship, and executor. You will also learn about trust agreements, trust property, settlement costs, life insurance, durable power of attorney, marital deductions, gift splitting, survivorship deeds, gift trax issues, generation skipping transfer tax, tax deferred accounts, and advanc directives. -- back cover.

Author : LexisNexis Matthew Bender
Publisher : Unknown
Page : 128 pages
File Size : 48,9 Mb
Release : 2003-07-01
Category : Electronic
ISBN : 0820520101

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California Wills and Trusts: Treatise and Forms by LexisNexis Matthew Bender Pdf

Author : Harold I. Boucher
Publisher : Unknown
Page : 164 pages
File Size : 46,6 Mb
Release : 1999-07
Category : Law
ISBN : 0963862618

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California Living Trusts and Wills by Harold I. Boucher Pdf

Its the only sure thing in life and Harold I. Boucher's comprehensive book helps Californians prepare for it. An essential tool, California Living Trusts and Wills covers everything readers need to know before they see an estate-planning lawyer, including how, why and when to use one, and how to choose the best one for their needs. The best and easiest way to prepare for the inevitable, this book helps readers feel secure that their final directives will be followed. Straightforward, concise and clearly written for everyday people and professionals alike, it offers the most priceless commodity of all: peace of mind. Vital information includes: -- Overview of living trusts and wills -- Fill-in-the-blanks California Statutory Will -- Durable powers of attorney -- California Medical Association's Durable Power of Attorney for Health Care Decisions -- Explanation of your right to make decisions about medical treatment -- California Natural Death Act Declarations -- Estate-planning questionnaire -- How to choose an estate-planning attorney

Author : Susan F. French
Publisher : Aspen Publishing
Page : 461 pages
File Size : 47,5 Mb
Release : 2021-06-24
Category : Law
ISBN : 9781543844641

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California Companion for the Course in Wills, Trusts, and Estates by Susan F. French Pdf

A California Companion for the Course in Wills, Trusts and Estates: Selected Cases and Statutes including All Statutes Required for the California Bar Exam, 2021 - 2022

Author : Anonim
Publisher : Unknown
Page : 124 pages
File Size : 55,6 Mb
Release : 2016-06-01
Category : Electronic
ISBN : 0314295011

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Strategies for Trusts and Estates in New York, 2016 Edition by Anonim Pdf

Author : John Lau
Publisher : eBookIt.com
Page : 86 pages
File Size : 41,9 Mb
Release : 2013-02
Category : Business & Economics
ISBN : 9781456608125

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Strategies for a Successful Retirement by John Lau Pdf

Preparation is the key to success in every stage of life, from grade school to college to entering the work force to marriage, and to retirement. The level of success depends largely on how well you prepare for the journey. This book is written to help retirees strategize and make the right choices in each phase of retirement - Before, During & After. The first four chapters of the book are written to help lay down a solid foundation for retirement - making the right choices about your company retirement plan; deciding when to take social security benefits, planning for healthcare and preparing a retirement budget. Once the foundation is secure and the financial landscape is in place, your retirement plan will need to be constantly monitored, pruned and maintained. Chapters five and six show how to plan for stable income and financial peace of mind during retirement while disinheriting the IRS from your retirement accounts. The final chapters are about estate planning. They address the need for an estate plan, identify the common mistakes that people make in the settlement and administration of their estates and show how to avoid them.

Author : Susan F. French
Publisher : Aspen Publishing
Page : 416 pages
File Size : 40,8 Mb
Release : 2023-07-16
Category : Law
ISBN : 9798889062066

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A California Companion for the Course in Wills, Trusts, and Estates 2023-2024 by Susan F. French Pdf

A California Companion for the Course in Wills, Trusts, and Estates 2023-2024