Estate Planning and Drafting

Jeffrey N. Pennell (Autor)

Buch | Hardcover

846 Seiten

2013 | 2nd Revised edition
West Academic Press (Verlag)
978-0-314-29132-5 (ISBN)

Artikel merken

Focuses on everyday planning for “middle-rich” clients, such as: traditional planning for couples, family trust planning, portability, life insurance, retirement benefits, charitable giving, and some information on postmortem planning. It explains essential tax fundamentals that inform traditional techniques, without over emphasis on a tax oriented practice.

Updated through October 1, 2014, Pennell's revised estate planning book focuses on everyday planning for "middle-rich" clients, such as: traditional planning for couples, family trust planning, portability, life insurance, retirement benefits, charitable giving, and some information on postmortem planning. It explains essential tax fundamentals that inform traditional techniques, without overemphasis on a tax oriented practice. The text contains over 100 pages of annotated forms illustrating basic planning documents, including a pour over will, self-trusteed declaration of trust, and a third party special needs trust.

Erscheint lt. Verlag	1.6.2014
Reihe/Serie	American Casebook Series
Verlagsort	Minnesota
Sprache	englisch
Maße	191 x 254 mm
Gewicht	800 g
Themenwelt	Recht / Steuern ► EU / Internationales Recht
Themenwelt	Recht / Steuern ► Privatrecht / Bürgerliches Recht ► Sachenrecht
ISBN-10	0-314-29132-6 / 0314291326
ISBN-13	978-0-314-29132-5 / 9780314291325
Zustand	Neuware