Part 1. Trusts and taxes Italian style. Introduction: Trusts--some observations from a civil law perspective / Maurizio Lupoi ; Trusts and company law--the Italian experience / Edoardo Andreoli ; Trusts and income taxes in Italy / Guglielmo Maisto ; Analysis of indirect taxation on transfers of trust property in Italy / Paolo Gaeta -- pt. 2. Death and gift taxes, including cross-border issues. Introduction: Overview and comparative reflections / Ian V. Gzell ; Special considerations in US-Canada estate planning / Wolfe D. Goodman ; Inheritance and gift taxes--France / Laurent G. Chambaz ; Death and gift taxes : a view from Switzerland / Richard F.G. Pease ; Death and gift taxes--United States / Erik J. Stapper -- pt. 3. Debate: Should Utopia introduce an inheritance tax? Introduction: To tax or not to tax : that was the debate / Barbara R. Hauser ; Estate tax : an argument in favor of working toward equality, justice and common sense through a system of estate taxation / Joseph Kartiganer and Michael Sedlaczek ; Death taxes : unfair and inefficient / Timothy G. Youdan ; Death taxes for Utopia? : a case in the negative / Jürgen Killius -- pt. 4. Ethical issues in estate planning. Introduction / Bruce S. Ross ; Ethical guidelines for the estates and trusts lawyer : the ACTEC commentaries on the Model Rules of Professional Conduct and notes on ethics 2000 / Bruce S. Ross ; Conflict of interest and professional obligations in estate and trust law : an English perspective / Michael Jacobs ; Conflict of interest and professional obligations in probate actions in Germany / Andreas Frieser ; Rules of conduct for estate planners and ethical issues in estate planning in The Netherlands / Hendrik M. Sasse.

The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.

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As a part of our CasebookPlus offering, you'll receive a new print book along with lifetime digital access to the downloadable eBook. In addition, you'll receive 12-month online access to the Learning Library which includes quizzes tied specifically to your book, an outline starter and three leading study aids in that subject and the Gilbert� Law Dictionary. The included study aids are Acing Professional Responsibility, Exam Pro on Professional Responsibility, Objective and Legal Ethics in a Nutshell. The redemption code will be shipped to you with the book. With clear and concise explanations of all basic concepts in the law of lawyering and all topics tested on the MPRE, this accessible book allows professors to satisfy the ABA professional responsibility requirement with a course that students find highly engaging and useful. Unlike most professional responsibility textbooks on the market, however, it links ethics issues to portraits of the practice contexts in which they typically arise for real lawyers, helping students appreciate their relevance in contemporary practice. It also introduces students to the rich empirical literature on the profession, teaching them about the profession's overall composition and organization as well as huge variation in the practice settings, types of work, and daily experiences of American lawyers and their clients. It describes powerful economic and cultural forces that are reshaping the legal profession, and it explores current controversies relating to access to justice, globalization, technology, diversity, and legal education. It invites students to reflect on their place in the profession and how they will navigate the turbulent landscape to chart successful, rewarding and responsible careers in almost any type of practice today's law graduates might enter. Every chapter also contains problems that can be used in class discussion or as written exercises. This is the only PR book on the market that provides sufficient explanation of basic legal concepts and the operation of the legal system to make it suitable for first-year students, but it also works very well for second and third year courses.

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The Glannon Guide to Professional Responsibility is a clear, concise textbook on the important topic of professional responsibility in legal practice. Using the tried-and-true Glannon Guide format of topical explanation followed by multiple-choice questions and explanations of the answers, the book allows students not only to learn and review course content, but also to pass the Multistate Professional Responsibility Examination (MPRE). Chapters are arranged in order of how heavily the MPRE tests each subject to help students prioritize their review. Professor Stevenson, a tenured law professor at South Texas College of Law and a leading instructor in this field, has used his extensive experience teaching this course to develop a series of questions specifically designed to prepare students for the MPRE, and to provide thorough coverage of the ABA Model Rules of Professional Conduct. This study aid can be used with any casebook or course on professional responsibility. Following the format of the Glannon Guide series, this book features multiple-choice questions integrated into a full-fledged review of the Professional Responsibility course. Clear explanations of correct and incorrect answers help to clarify nuances in the law. The multiple-choice questions are sophisticated and neither too difficult nor too simple, with valuable exam-taking pointers interspersed within the substantive text. A more challenging final question at the end of each chapter (the “Closer”) illustrates a sophisticated problem in the area under discussion. New to the Third Edition: Completely updated chapter on Advertising and Solicitation reflects the most recent changes to the Model Rules. New sections provide in-depth coverage of attorney-client privilege and work product protection. Professors and students will benefit from: Concise introductions giving an overview of each subject, including discussion of how the MPRE tests the topic Comparison to and contrast from related rules and provisions throughout the Model Rules or the common law Practice questions highlighting important exceptions to each rule Thorough coverage of the American Bar Association’s Model Rules of Professional Conduct, including the official Comments and clarifying ABA ethics opinions

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."