A Guide to International Estate Planning
Title | A Guide to International Estate Planning PDF eBook |
Author | Leigh-Alexandra Basha |
Publisher | |
Pages | 828 |
Release | 2014 |
Genre | Law |
ISBN | 9781627222679 |
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."
The ABA Practical Guide to Estate Planning
Title | The ABA Practical Guide to Estate Planning PDF eBook |
Author | Jay A. Soled |
Publisher | Amer Bar Assn |
Pages | 523 |
Release | 2011 |
Genre | Law |
ISBN | 9781614381112 |
The ABA Practical Guide to Estate Planning will help guide clients to an effective estate plan to fit their needs. For both the novice and experienced estate planning practitioner, this practical guide offers sound advice from leading estate planners around the country who share their knowledge and expertise so that you don't miss a step in the process.
Financial Planner's Guide to Estate Planning
Title | Financial Planner's Guide to Estate Planning PDF eBook |
Author | Paul J. Lochray |
Publisher | Financial Times/Prentice Hall |
Pages | 0 |
Release | 1992 |
Genre | Estate planning |
ISBN | 9780133185027 |
For those financial planners who need to effectively manage the estate planning challenge for their clients. Enormous changes in the laws affecting the viability of estate planning have recently been enacted. And to help financial planners meet the challenge, author Paul J. Lochray presents this completely revised and updated third edition.
Estate Planning
Title | Estate Planning PDF eBook |
Author | Michael John Perkins |
Publisher | |
Pages | 542 |
Release | 2008 |
Genre | Estate (Law) |
ISBN | 9780409325416 |
Trusts and estates practice is being increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book. Included in this edition are the legislative changes enacted since the first edition, such as changes to wills and estate law arising from the commencement of the Succession Act 2006 (NSW) on 1 March 2008 as well as changes to income tax and superannuation laws since 2005.
Asset Protection Strategies
Title | Asset Protection Strategies PDF eBook |
Author | Alexander A. Bove (Jr.) |
Publisher | American Bar Association |
Pages | 622 |
Release | 2005 |
Genre | Business & Economics |
ISBN | 9781590314760 |
An Estate Planner's Guide to Buy-sell Agreements for the Closely Held Business
Title | An Estate Planner's Guide to Buy-sell Agreements for the Closely Held Business PDF eBook |
Author | Louis A. Mezzullo |
Publisher | American Bar Association |
Pages | 158 |
Release | 2007 |
Genre | Business & Economics |
ISBN | 9781590318379 |
Nationally known estate planning authority Louis A. Mezzullo provides comprehensive yet practical advice for designing an effective buy-sell agreement to be used as an exit strategy or as part of the succession or estate planning process. He explains what to consider when drafting an agreement for a C or S corporation, a partnership, or a limited liability company. Tools include the suggested terms of a well-drafted agreement, discussions about funding options, tax consequences, and valuation. Includes CD-ROM with sample agreements.
Estate Planning for the Muslim Client
Title | Estate Planning for the Muslim Client PDF eBook |
Author | Yaser Ali |
Publisher | |
Pages | 304 |
Release | 2019 |
Genre | Distribution of decedents' estates (Islamic law) |
ISBN | 9781641053266 |
Meeting the muslim client -- Ethical, legal, and public policy issues -- Estate planning during life -- Planning for incapacity and death; powers of attorney, advance healthcare directives and funeral arrangements -- Disposition of property at death -- New drafting testamentary documents -- Planning for individuals and assets abroad