A Guide To International Estate Planning

Author: Jeffrey A. Schoenblum
Publisher: Amer Bar Assn
ISBN:
Size: 79.86 MB
Format: PDF, Kindle
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This resource provides expert and current guidance on the basic principles of international estate planning, the complex taxation issues involved, jurisdictional options, and governmental controls and reporting requirements.

A Guide To International Estate Planning

Author: Leigh-Alexandra Basha
Publisher:
ISBN: 9781627222679
Size: 60.71 MB
Format: PDF, Kindle
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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."

Estate Planning

Author: Wayne M. Gazur
Publisher: Wolters Kluwer Law & Business
ISBN: 1454869003
Size: 43.20 MB
Format: PDF, ePub
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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.

Administration Of Trusts In Florida Ninth Edition

Author: The Florida Bar Continuing Legal Education
Publisher: LexisNexis
ISBN: 1522117423
Size: 65.28 MB
Format: PDF, Kindle
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The revised and expanded Ninth Edition of this perennial bestseller addresses in-depth the Florida Trust Code and subsequent amendments to the Code passed by the Legislature through 2013. In addition, this new edition features extensive treatment of all facets of trust administration. Highlights of the new Ninth Edition include: • Updated income tax rates applicable to trusts • Discussions of the American Taxpayer Relief Act of 2012 (ATRA), Florida state health exchange, and F.S. 736.0202, the long arm statute that became effective 10/1/13 • Updated statutes and case law • Chapters devoted to the Prudent Investor Act and Special Needs Trusts Tax considerations are stressed throughout the text, and are treated in depth in Chapter 12 of the manual. With the explosive increase in the use of trusts by Florida residents, this updated manual addresses a myriad of issues that attorneys practicing in this area are likely to confront on a daily basis.

Case Studies In Estate Planning

Author: Wayne M. Gazur
Publisher: Aspen Law & Business
ISBN:
Size: 53.29 MB
Format: PDF, Kindle
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Now you can help your students learn the principles of estate planning by working on the kind of problems clients actually present. Case Studies in Estate Planning with Abridged Student Forms gives students hands-on experience that will prepare them for practice. the authors make their book both efficient and effective: Case studies in every chapter emphasize problems that arise in the estate planning process. the principles of estate planning are first introduced, then demonstrated through short exercises and simulated client situations. Exercises and case studies explore a broad variety of issues for great flexibility in teaching. Each chapter begins with an overview, then moves to more detailed discussion of legal doctrines and principles. an electronic forms supplement on CD supports a drafting component To The course. the book progresses from fundamental to more sophisticated topics. Organization presents a life-cycle progression, reflecting the changing needs of clients from youth through old age. Coverage of federal tax issues can be omitted at the professor's discretion. End-of-chapter bibliographies provide extensive reference sources. Can be used with a variety of other material. to capture student attention, The book presents high-interest materials, such as: Client conflicts of interest in diverse circumstances. Medical care directives, organ and tissue donations, and final arrangement instructions. Marital agreements. Transfer on death deeds. Asset protection techniques. Section 529 plans and other educational savings gift structures. Tax planning for retirement assets. Spend some time examining this new casebook and see for yourself how skillfully the authors help you lead students to enlightenment.