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Category: Estates & Trusts

A treatise on the law of trusts and trustees. Volume 2 of 2

A treatise on the law of trusts and trustees. Volume 2 of 2

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 7.68 MB

Downloadable formats: PDF

Providing comprehensive, personalized estate planning counseling to individuals, families, and small business owners, as well as probate and trust administration. When grandchildren disappoint their elders, or prior gifts appreciate wildly, serious concerns may arise. We provide legal representation that meets your estate planning goals. Whether a living trust makes sense for you depends on what assets you own, the size of your estate, your estate planning goals, and the laws of your state.

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Wills, Probate and the Administration of the Estates of

Wills, Probate and the Administration of the Estates of

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 6.88 MB

Downloadable formats: PDF

Irrevocable life insurance trust to reduce the size of the insured's estate. From analyzing potential deals, negotiating real estate agreements, handling zoning, land use and building permits and conducting closings, to title disputes, boundary disputes, easements, mortgage foreclosures and other real property disputes, we put our 80 years of combined experience in real estate law to work for you. Please take a moment to learn more about how we can help you with your specific Estate Planning, Last Will and Testament, Power of Attorney and Trust needs.

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The Legal Answer Book for Private Foundations

The Legal Answer Book for Private Foundations

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 6.78 MB

Downloadable formats: PDF

Speak to your estate planning attorney about strategies to allow your children to benefit from your life insurance and 401K plan without court intervention. The other difference is that once the trust is established, the corpus must pay out a specific amount of income each year, as a fixed percentage of at least 5%. We also draw on the skills of the lawyers practicing in other areas of the law within our firm to provide our clients with the most complete service possible.

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Estate Planning Made Easy: Your Step-By-Step Guide to

Estate Planning Made Easy: Your Step-By-Step Guide to

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 14.06 MB

Downloadable formats: PDF

A trust can truly expedite the property distribution process and can even help bypass the probate process altogether. We represent clients privately and before taxing and regulatory authorities, including the Internal Revenue Service (IRS), attorneys general and consumer protection agencies. If the deceased's tax affairs had not been recorded properly, the executor might experience problems in obtaining all the information and completing the necessary returns. The personal representative is charged with gathering all of the assets of the decedent, identifying and paying the decedent’s debts, including taxes, paying necessary administrative expenses, and then distributing the remaining assets to the beneficiaries under the Will or intestacy laws, if the decedent died without a Will.

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How to Probate an Estate in California

How to Probate an Estate in California

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 5.71 MB

Downloadable formats: PDF

With an AB trust, however, the surviving spouse's estate would be worth only $1.5 million. The language used by the alleged settlor must be imperative and not merely an expression of wishes. 2. We know that you want to be confident your family is well-cared for - our goal is to ensure that confidence. The Boston estate planning lawyers at Cushing & Dolan, P. We help families who live in Austin, Cedar Park, Round Rock, Georgetown, Bee Cave, Lakeway, Dripping Springs and Central Texas.

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Law Express: Equity and Trusts

Law Express: Equity and Trusts

Format: Print Length

Language: English

Format: PDF / Kindle / ePub

Size: 6.51 MB

Downloadable formats: PDF

Learn more about how estate planning & trust planning are affected by asset protection strategies: Learn about the latest inside secrets to wealth-building, tax-saving tips and strategies for your secure financial roadmap... If the litigation must be tried before a court, much time could be lost in obtaining a court date. Information about the section dues rebate program can be found on the CEB Web site. And we can demystify the misunderstood area of law known as probate.

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SURVIVOR'S GUIDE

SURVIVOR'S GUIDE

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 12.59 MB

Downloadable formats: PDF

A lawyer can explain the ramifications of each estate planning instrument and advise you how best to proceed. We help individuals, families and family trusts, charitable organizations, and small and family owned businesses in Virginia, Maryland, Washington D. Get a will - and set up a trust for your kids. The tax information and estate planning information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice.

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Estate Planning: Principles and Problems (Aspen Casebook)

Estate Planning: Principles and Problems (Aspen Casebook)

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 14.91 MB

Downloadable formats: PDF

The person donating the assets to the charity. C., have provided legal solutions to minimize state and federal taxes and plan for the smooth transfer of wealth to the next generation. I didn't even know that I needed more than … Read More Serving Clients in Wheaton, Naperville, St. Negotiation and litigation of any questionable debts. You will gain enormous benefits from taking this course if you are an accountant, advisor, banker, broker, money manager, or planner. Attorney Patti Spencer also provides estate planning consultation services to other lawyers.

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Stocker on Drawing Wills and Trusts

Stocker on Drawing Wills and Trusts

Format: Loose Leaf

Language: English

Format: PDF / Kindle / ePub

Size: 12.69 MB

Downloadable formats: PDF

For those business owners, who are emotionally torn between ensuring that their businesses continue for as long as possible and pacifying their descendants, family business succession planning is incredibly complicated, if not impossible. Marti Starkey and the professionals of Harrison & Moberly, LLP are here to listen. Accepted applicants must then complete self-study materials and an interactive discussion of the course highlights, either live or online, before taking the required exam.

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Living Trusts and Other Ways to Avoid Probate (Living Trusts

Living Trusts and Other Ways to Avoid Probate (Living Trusts

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 9.33 MB

Downloadable formats: PDF

Ideally, however, estate planning starts long before death occurs. In both cases, there are settlors, trustees and beneficiaries. Every case is different and we enjoy getting to know our clients. A will only becomes final upon death, so it may be changed or added to at any time. The drafting of Wills and Trusts requires professional expertise in order to ensure that your wishes are accurately conveyed. You have the challenges of "mixing" families together, learning about snoring patterns, and discovering a new person.

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