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J.K. Lasser pro estate and business succession planning [[electronic resource] ] : a legal guide to wealth transfer / / Russell J. Fishkind and Robert C. Kautz
| J.K. Lasser pro estate and business succession planning [[electronic resource] ] : a legal guide to wealth transfer / / Russell J. Fishkind and Robert C. Kautz |
| Autore | Fishkind Russell J |
| Pubbl/distr/stampa | New York, : Wiley, c2001 |
| Descrizione fisica | 1 online resource (383 p.) |
| Disciplina | 346.7305/2 |
| Altri autori (Persone) | KautzRobert C |
| Collana |
The J.K. Lasser pro series
The Wiley financial advisor series |
| Soggetto topico |
Estate planning - United States
Family-owned business enterprises - Succession - United States |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-280-36472-6
9786610364725 0-471-43806-5 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Estate & Business Succession Planning; Contents; Acknowledgments; Introduction; Chapter 1 The Heart of the Estate Plan; Redefining Priorities; What Is Estate Planning?; What Is Business Succession Planning?; Fact Gathering; Designing and Implementing the Plan; The Team of Advisers; Capturing the Heart of the Plan; Chapter 2 Your Last Will and Testament; Twenty Factors to Consider in Preparing a Last Will and Testament; Assembling the Team; Change of Life Circumstances; Creating the Structure of Your Last Will and Testament; Executing the Will; Choosing Fiduciaries
Testamentary Age-Terminating Trusts for Minor ChildrenBequests to Friends and Grandchildren; Passing of Real Estate; Personal Property Memorandum; Disinheriting a Spouse and/or Family Members; Children from Prior Marriages; Who Will Take Care of Your Pets?; Funeral and Burial Arrangements; Letter to One's Executor; Chapter 3 Power of Attorney; Durable Power of Attorney; Springing Durable Power of Attorney; Limited Power of Attorney; Power of Attorney and Gifting; Selecting an Attorney-in-Fact; Possible Abuses; Chapter 4 Advance Directive for Health Care-Your Living Will Ignoring Right-to-Die OrdersInstruction Directives or Living Wills; Proxy Directives; Appointing a Health-Care Agent; Formalities; Conclusion; Chapter 5 Utilization of the Exemption Equivalent and Annual Exclusion; Exemption Equivalent Defined; Applicable Credit and Exemption Equivalent During One's Lifetime (Inter Vivos); Applicable Credit and Exemption Equivalent upon Death; Estate Equalization; Annual Exclusion; Gifting for Education and Health Care; Choosing the Appropriate Assets to Gift; Conclusion; Chapter 6 Spousal Planning; Outright Transfer Qualified Terminable Interest Property (QTIP) TrustEstate Trust; Qualified Domestic Trust (QDOT); Power of Appointment Trust; Conclusion; Chapter 7 Irrevocable Life Insurance Trusts; Factors to Consider Before Creating an Irrevocable Life Insurance Trust; The Three-Year Look-Back; Incidents of Ownership; Crummey Notices; Hanging Powers; Administration of the Life Insurance Trust; Second-to-Die (Survivorship) Life Insurance Trust; Provisions to Include in the Life Insurance Trust; Irrevocable Trust versus Beneficiaries Owning the Life Insurance Policy; Conclusion Chapter 8 Generation-Skipping Transfer TaxDirect Skips; Taxable Terminations; Taxable Distributions; Predeceased Ancestor Exception; Annual and Lifetime Exclusions from GST Tax; Computation of GST Tax Liability; Effective Use of the Lifetime Generation-Skipping Transfer Tax Exemption; Practical Considerations; Chapter 9 Transferring Wealth to Minors; Introduction; Uniform Gifts to Minors Act Account; Trust Created Under Code Section 2503(c); Trust Created Under Code Section 2503(b) (Mandatory Income Trust); Crummey Trust; Conclusion Chapter 10 Integrating Retirement Planning with Estate Planning |
| Record Nr. | UNINA-9910454992703321 |
Fishkind Russell J
|
||
| New York, : Wiley, c2001 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
J.K. Lasser pro estate and business succession planning [[electronic resource] ] : a legal guide to wealth transfer / / Russell J. Fishkind and Robert C. Kautz
| J.K. Lasser pro estate and business succession planning [[electronic resource] ] : a legal guide to wealth transfer / / Russell J. Fishkind and Robert C. Kautz |
| Autore | Fishkind Russell J |
| Pubbl/distr/stampa | New York, : Wiley, c2001 |
| Descrizione fisica | 1 online resource (383 p.) |
| Disciplina | 346.7305/2 |
| Altri autori (Persone) | KautzRobert C |
| Collana |
The J.K. Lasser pro series
The Wiley financial advisor series |
| Soggetto topico |
Estate planning - United States
Family-owned business enterprises - Succession - United States |
| ISBN |
1-280-36472-6
9786610364725 0-471-43806-5 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Estate & Business Succession Planning; Contents; Acknowledgments; Introduction; Chapter 1 The Heart of the Estate Plan; Redefining Priorities; What Is Estate Planning?; What Is Business Succession Planning?; Fact Gathering; Designing and Implementing the Plan; The Team of Advisers; Capturing the Heart of the Plan; Chapter 2 Your Last Will and Testament; Twenty Factors to Consider in Preparing a Last Will and Testament; Assembling the Team; Change of Life Circumstances; Creating the Structure of Your Last Will and Testament; Executing the Will; Choosing Fiduciaries
Testamentary Age-Terminating Trusts for Minor ChildrenBequests to Friends and Grandchildren; Passing of Real Estate; Personal Property Memorandum; Disinheriting a Spouse and/or Family Members; Children from Prior Marriages; Who Will Take Care of Your Pets?; Funeral and Burial Arrangements; Letter to One's Executor; Chapter 3 Power of Attorney; Durable Power of Attorney; Springing Durable Power of Attorney; Limited Power of Attorney; Power of Attorney and Gifting; Selecting an Attorney-in-Fact; Possible Abuses; Chapter 4 Advance Directive for Health Care-Your Living Will Ignoring Right-to-Die OrdersInstruction Directives or Living Wills; Proxy Directives; Appointing a Health-Care Agent; Formalities; Conclusion; Chapter 5 Utilization of the Exemption Equivalent and Annual Exclusion; Exemption Equivalent Defined; Applicable Credit and Exemption Equivalent During One's Lifetime (Inter Vivos); Applicable Credit and Exemption Equivalent upon Death; Estate Equalization; Annual Exclusion; Gifting for Education and Health Care; Choosing the Appropriate Assets to Gift; Conclusion; Chapter 6 Spousal Planning; Outright Transfer Qualified Terminable Interest Property (QTIP) TrustEstate Trust; Qualified Domestic Trust (QDOT); Power of Appointment Trust; Conclusion; Chapter 7 Irrevocable Life Insurance Trusts; Factors to Consider Before Creating an Irrevocable Life Insurance Trust; The Three-Year Look-Back; Incidents of Ownership; Crummey Notices; Hanging Powers; Administration of the Life Insurance Trust; Second-to-Die (Survivorship) Life Insurance Trust; Provisions to Include in the Life Insurance Trust; Irrevocable Trust versus Beneficiaries Owning the Life Insurance Policy; Conclusion Chapter 8 Generation-Skipping Transfer TaxDirect Skips; Taxable Terminations; Taxable Distributions; Predeceased Ancestor Exception; Annual and Lifetime Exclusions from GST Tax; Computation of GST Tax Liability; Effective Use of the Lifetime Generation-Skipping Transfer Tax Exemption; Practical Considerations; Chapter 9 Transferring Wealth to Minors; Introduction; Uniform Gifts to Minors Act Account; Trust Created Under Code Section 2503(c); Trust Created Under Code Section 2503(b) (Mandatory Income Trust); Crummey Trust; Conclusion Chapter 10 Integrating Retirement Planning with Estate Planning |
| Record Nr. | UNINA-9910778861203321 |
|
Fishkind Russell J
|
||
| New York, : Wiley, c2001 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
J.K. Lasser pro estate and business succession planning [[electronic resource] ] : a legal guide to wealth transfer / / Russell J. Fishkind and Robert C. Kautz
| J.K. Lasser pro estate and business succession planning [[electronic resource] ] : a legal guide to wealth transfer / / Russell J. Fishkind and Robert C. Kautz |
| Autore | Fishkind Russell J |
| Pubbl/distr/stampa | New York, : Wiley, c2001 |
| Descrizione fisica | 1 online resource (383 p.) |
| Disciplina | 346.7305/2 |
| Altri autori (Persone) | KautzRobert C |
| Collana |
The J.K. Lasser pro series
The Wiley financial advisor series |
| Soggetto topico |
Estate planning - United States
Family-owned business enterprises - Succession - United States |
| ISBN |
1-280-36472-6
9786610364725 0-471-43806-5 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Estate & Business Succession Planning; Contents; Acknowledgments; Introduction; Chapter 1 The Heart of the Estate Plan; Redefining Priorities; What Is Estate Planning?; What Is Business Succession Planning?; Fact Gathering; Designing and Implementing the Plan; The Team of Advisers; Capturing the Heart of the Plan; Chapter 2 Your Last Will and Testament; Twenty Factors to Consider in Preparing a Last Will and Testament; Assembling the Team; Change of Life Circumstances; Creating the Structure of Your Last Will and Testament; Executing the Will; Choosing Fiduciaries
Testamentary Age-Terminating Trusts for Minor ChildrenBequests to Friends and Grandchildren; Passing of Real Estate; Personal Property Memorandum; Disinheriting a Spouse and/or Family Members; Children from Prior Marriages; Who Will Take Care of Your Pets?; Funeral and Burial Arrangements; Letter to One's Executor; Chapter 3 Power of Attorney; Durable Power of Attorney; Springing Durable Power of Attorney; Limited Power of Attorney; Power of Attorney and Gifting; Selecting an Attorney-in-Fact; Possible Abuses; Chapter 4 Advance Directive for Health Care-Your Living Will Ignoring Right-to-Die OrdersInstruction Directives or Living Wills; Proxy Directives; Appointing a Health-Care Agent; Formalities; Conclusion; Chapter 5 Utilization of the Exemption Equivalent and Annual Exclusion; Exemption Equivalent Defined; Applicable Credit and Exemption Equivalent During One's Lifetime (Inter Vivos); Applicable Credit and Exemption Equivalent upon Death; Estate Equalization; Annual Exclusion; Gifting for Education and Health Care; Choosing the Appropriate Assets to Gift; Conclusion; Chapter 6 Spousal Planning; Outright Transfer Qualified Terminable Interest Property (QTIP) TrustEstate Trust; Qualified Domestic Trust (QDOT); Power of Appointment Trust; Conclusion; Chapter 7 Irrevocable Life Insurance Trusts; Factors to Consider Before Creating an Irrevocable Life Insurance Trust; The Three-Year Look-Back; Incidents of Ownership; Crummey Notices; Hanging Powers; Administration of the Life Insurance Trust; Second-to-Die (Survivorship) Life Insurance Trust; Provisions to Include in the Life Insurance Trust; Irrevocable Trust versus Beneficiaries Owning the Life Insurance Policy; Conclusion Chapter 8 Generation-Skipping Transfer TaxDirect Skips; Taxable Terminations; Taxable Distributions; Predeceased Ancestor Exception; Annual and Lifetime Exclusions from GST Tax; Computation of GST Tax Liability; Effective Use of the Lifetime Generation-Skipping Transfer Tax Exemption; Practical Considerations; Chapter 9 Transferring Wealth to Minors; Introduction; Uniform Gifts to Minors Act Account; Trust Created Under Code Section 2503(c); Trust Created Under Code Section 2503(b) (Mandatory Income Trust); Crummey Trust; Conclusion Chapter 10 Integrating Retirement Planning with Estate Planning |
| Record Nr. | UNINA-9910819202003321 |
|
Fishkind Russell J
|
||
| New York, : Wiley, c2001 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Probate wars of the rich and famous [[electronic resource] ] : an insider's guide to estate planning and probate litigation / / Russell J. Fishkind
| Probate wars of the rich and famous [[electronic resource] ] : an insider's guide to estate planning and probate litigation / / Russell J. Fishkind |
| Autore | Fishkind Russell J |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Hoboken, N.J., : John Wiley, c2011 |
| Descrizione fisica | 1 online resource (273 p.) |
| Disciplina | 346.7305/2 |
| Soggetto topico |
Wills - United States
Probate law and practice - United States |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-283-27390-X
9786613273901 1-118-15901-2 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Probate Wars of the Rich and Famous: An Insider's Guide to Estate Planning and Probate Litigation; Contents; Acknowledgments; About the Author; Introduction; Chapter 1: Legacy of a Lifetime; Legacy Lesson #1: The Estate Planning Effect; Legacy Lesson #2: Passing the Torch without Getting Burned; Legacy Lesson #3: The Holistic Approach; Legacy Lesson #4: Dropping the Gauntlet; Chapter 2: Stripping and Being Stripped; Legacy Lesson # 5: The Elective Share and Prenuptial Agreement; Legacy Lesson #6: Providing Equitably Both for a Second Spouse and Children from a Prior Marriage
Legacy Lesson #7: Disinheriting a Family MemberChapter 3: The Astor Disaster: A Legacy of Influence and Undue Influence; Legacy Lesson #8: Monitor the Health and the Wealth of a Loved One Who Is Ill and Vulnerable; Legacy Lesson #9: Anatomy of a Contested Estate; Legacy Lesson #10: Influence or Undue Influence?; Legacy Lesson #11: By Gift or by Theft?; Legacy Lesson #12: Time in a Bottle-Good Days and Bad Days; Legacy Lesson #13: Protecting against Fraud; Chapter 4: The Benevolent Queen of Mean; Legacy Lesson #14: Protect the Pooch; Legacy Lesson #15: The Grim Reaper's Silver Lining Legacy Lesson #16: A Generation SkippedLegacy Lesson #17: Buried, But Not Resting Peacefully; Legacy Lesson #18: The Mission Statement: A Legacy Builder or Buster; Chapter 5: A Sweet and Sour Legacy; Legacy Lesson #19: A Stitch in Time Saves Nine; Legacy Lesson #20: Respecting the Formalities of a Will Signing; Legacy Lesson #21: Clarity versus Ambiguity; Legacy Lesson #22: Videotaping a Will Signing; Chapter 6: Is This It?; Legacy Lesson #23: Raising Helen; Legacy Lesson #24: If You Want Privacy, Use a Revocable Trust; Legacy Lesson #25: The Business of the Business Chapter 7: Lessons from the DeadLegacy Lesson #26: A Legacy in the Hands of Fiduciaries; Legacy Lesson #27: Heirlooms Can Define a Legacy; Chapter 8: At the End of the Day; Appendix A: Fact Sheet for Last Will and Testament; Appendix B: Probate Litigation Fact Sheet; Bibliography; Index |
| Record Nr. | UNINA-9910458008803321 |
|
Fishkind Russell J
|
||
| Hoboken, N.J., : John Wiley, c2011 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Probate wars of the rich and famous [[electronic resource] ] : an insider's guide to estate planning and probate litigation / / Russell J. Fishkind
| Probate wars of the rich and famous [[electronic resource] ] : an insider's guide to estate planning and probate litigation / / Russell J. Fishkind |
| Autore | Fishkind Russell J |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Hoboken, N.J., : John Wiley, c2011 |
| Descrizione fisica | 1 online resource (273 p.) |
| Disciplina | 346.7305/2 |
| Soggetto topico |
Wills - United States
Probate law and practice - United States |
| ISBN |
1-283-27390-X
9786613273901 1-118-15901-2 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Probate Wars of the Rich and Famous: An Insider's Guide to Estate Planning and Probate Litigation; Contents; Acknowledgments; About the Author; Introduction; Chapter 1: Legacy of a Lifetime; Legacy Lesson #1: The Estate Planning Effect; Legacy Lesson #2: Passing the Torch without Getting Burned; Legacy Lesson #3: The Holistic Approach; Legacy Lesson #4: Dropping the Gauntlet; Chapter 2: Stripping and Being Stripped; Legacy Lesson # 5: The Elective Share and Prenuptial Agreement; Legacy Lesson #6: Providing Equitably Both for a Second Spouse and Children from a Prior Marriage
Legacy Lesson #7: Disinheriting a Family MemberChapter 3: The Astor Disaster: A Legacy of Influence and Undue Influence; Legacy Lesson #8: Monitor the Health and the Wealth of a Loved One Who Is Ill and Vulnerable; Legacy Lesson #9: Anatomy of a Contested Estate; Legacy Lesson #10: Influence or Undue Influence?; Legacy Lesson #11: By Gift or by Theft?; Legacy Lesson #12: Time in a Bottle-Good Days and Bad Days; Legacy Lesson #13: Protecting against Fraud; Chapter 4: The Benevolent Queen of Mean; Legacy Lesson #14: Protect the Pooch; Legacy Lesson #15: The Grim Reaper's Silver Lining Legacy Lesson #16: A Generation SkippedLegacy Lesson #17: Buried, But Not Resting Peacefully; Legacy Lesson #18: The Mission Statement: A Legacy Builder or Buster; Chapter 5: A Sweet and Sour Legacy; Legacy Lesson #19: A Stitch in Time Saves Nine; Legacy Lesson #20: Respecting the Formalities of a Will Signing; Legacy Lesson #21: Clarity versus Ambiguity; Legacy Lesson #22: Videotaping a Will Signing; Chapter 6: Is This It?; Legacy Lesson #23: Raising Helen; Legacy Lesson #24: If You Want Privacy, Use a Revocable Trust; Legacy Lesson #25: The Business of the Business Chapter 7: Lessons from the DeadLegacy Lesson #26: A Legacy in the Hands of Fiduciaries; Legacy Lesson #27: Heirlooms Can Define a Legacy; Chapter 8: At the End of the Day; Appendix A: Fact Sheet for Last Will and Testament; Appendix B: Probate Litigation Fact Sheet; Bibliography; Index |
| Record Nr. | UNINA-9910781850403321 |
|
Fishkind Russell J
|
||
| Hoboken, N.J., : John Wiley, c2011 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Probate wars of the rich and famous : an insider's guide to estate planning and probate litigation / / Russell J. Fishkind
| Probate wars of the rich and famous : an insider's guide to estate planning and probate litigation / / Russell J. Fishkind |
| Autore | Fishkind Russell J |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Hoboken, N.J., : John Wiley, c2011 |
| Descrizione fisica | 1 online resource (273 p.) |
| Disciplina | 346.7305/2 |
| Soggetto topico |
Wills - United States
Probate law and practice - United States |
| ISBN |
1-283-27390-X
9786613273901 1-118-15901-2 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Probate Wars of the Rich and Famous: An Insider's Guide to Estate Planning and Probate Litigation; Contents; Acknowledgments; About the Author; Introduction; Chapter 1: Legacy of a Lifetime; Legacy Lesson #1: The Estate Planning Effect; Legacy Lesson #2: Passing the Torch without Getting Burned; Legacy Lesson #3: The Holistic Approach; Legacy Lesson #4: Dropping the Gauntlet; Chapter 2: Stripping and Being Stripped; Legacy Lesson # 5: The Elective Share and Prenuptial Agreement; Legacy Lesson #6: Providing Equitably Both for a Second Spouse and Children from a Prior Marriage
Legacy Lesson #7: Disinheriting a Family MemberChapter 3: The Astor Disaster: A Legacy of Influence and Undue Influence; Legacy Lesson #8: Monitor the Health and the Wealth of a Loved One Who Is Ill and Vulnerable; Legacy Lesson #9: Anatomy of a Contested Estate; Legacy Lesson #10: Influence or Undue Influence?; Legacy Lesson #11: By Gift or by Theft?; Legacy Lesson #12: Time in a Bottle-Good Days and Bad Days; Legacy Lesson #13: Protecting against Fraud; Chapter 4: The Benevolent Queen of Mean; Legacy Lesson #14: Protect the Pooch; Legacy Lesson #15: The Grim Reaper's Silver Lining Legacy Lesson #16: A Generation SkippedLegacy Lesson #17: Buried, But Not Resting Peacefully; Legacy Lesson #18: The Mission Statement: A Legacy Builder or Buster; Chapter 5: A Sweet and Sour Legacy; Legacy Lesson #19: A Stitch in Time Saves Nine; Legacy Lesson #20: Respecting the Formalities of a Will Signing; Legacy Lesson #21: Clarity versus Ambiguity; Legacy Lesson #22: Videotaping a Will Signing; Chapter 6: Is This It?; Legacy Lesson #23: Raising Helen; Legacy Lesson #24: If You Want Privacy, Use a Revocable Trust; Legacy Lesson #25: The Business of the Business Chapter 7: Lessons from the DeadLegacy Lesson #26: A Legacy in the Hands of Fiduciaries; Legacy Lesson #27: Heirlooms Can Define a Legacy; Chapter 8: At the End of the Day; Appendix A: Fact Sheet for Last Will and Testament; Appendix B: Probate Litigation Fact Sheet; Bibliography; Index |
| Altri titoli varianti | Insider's guide to estate planning and probate litigation |
| Record Nr. | UNINA-9910824542903321 |
|
Fishkind Russell J
|
||
| Hoboken, N.J., : John Wiley, c2011 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||