Category Archives: Estates & Trusts

The Wild Turkey and Its Hunting by McIlhenny, Edward A.

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Futterman, CPA, Esq. is a partner in the law firm of Futterman & Lanza, LLP with offices in Smithtown, NY and clients throughout Suffolk, Nassau, Queens, Brooklyn, Bronx, Richmond, New York, Westchester and Rockland Counties. Through the years, the attorneys of Morris Hall, PLLC have championed the importance of establishing a revocable living trust and funding it appropriately with assets that might otherwise be lost to income, business or estate taxes.
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The Law of Trusts (Core Text)

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Language: English

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Wills are the most basic element of estate planning. We regularly assist individuals in the negotiation and preparation of prenuptial, postnuptial, and cohabitation agreements. We help individuals, families and family trusts, charitable organizations, and small and family owned businesses in Virginia, Maryland, Washington D. Should you have any queries or require more information, please contact the team at Topdocs on 1300 659 242.
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Loring: A Trustee's Handbook, 1998 Edition

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Language: English

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What’s the difference between a Will and an Estate Plan? An understanding of the new rule is critical for practitioners in this area. We know we are planning for our little ones. We help these individuals navigate the administration process and resolve any will contests or other disputes that can leave assets or their own personal interests in jeopardy. Many people think that putting their assets into a Revocable Living Trust will help them qualify for Medicaid because the assets would no longer be titled in their name.
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Future Interests (Hornbooks)

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Language: English

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Chapter 9, Estates, Trusts, Beneficiaries, and Decedents, Part 10, Personal Income Tax, Division 2, Other Taxes, Revenue and Taxation Code, California Codes. We’ll help you get started and enter all the information you need to make it legal. Because you have worked hard to get to where you are today, the last thing you need is a generic estate plan that falls short of protecting your hard-earned assets. Matt is a frequent lecturer on elder law issues for the State and County Bar Associations, as well as the Office for the Aging and Community Hospice.
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The Complete Guide to Planning Your Estate in California: A

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Language: English

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Size: 5.74 MB

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My past experience tells me that you'll find this publication eye-opening and even shocking. A lawyer can explain the ramifications of each estate planning instrument and advise you how best to proceed. After all the hard work and sacrifices, you want to protect what you have earned and pass it on intact to your loved ones. Julie is a member of the Illinois State Bar Association and the Lake County Bar Association.
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Best Practices for Structuring Trusts and Estates, 2016

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Language: English

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All About Estates is a collaborative blog that brings together lawyers, accountants, trust officers, and social workers to provide you with current and accurate information about estates, trusts, tax, litigation, guardianship and elder care. This is only one of the reasons life insurance and estate planning is so important. Please be aware, however, that you are not considered a client of this firm due to your review of this website. A colleague of mine, Sabrina Winters, recently called to ask about putting a married couple’s real estate into a joint revocable living trust.
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Succession: The Law of Wills and Estates (Cracknell's

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Language: English

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It essentially moves the standard of proof from a preponderance of evidence to a little higher to require a showing that the influence "clearly" was the result of the person's actions. In certain instances we may apply for a private letter ruling from the IRS on our client’s behalf to achieve certainty of the tax consequences of a particular transaction. Probate is a matter of public record; a trust may allow assets to pass outside of probate and remain private, in addition to possibly reducing the amount lost to court fees and taxes in the process.
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Todd & Watt's Cases and Materials on Equity and Trusts

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To access the page, log in to your State Bar Profile and go to the Trusts and Estates Section Members Only Area. It is never too early to start thinking about the future or too late to plan! We don’t talk over your head with legal-speak so that you will understand what’s going on. For the Iowa law grads, ask a Drake law grad to read these big words to you.) Listed below are the more common options on ownership of real property in Iowa that could be placed on a deed with joint ownership.
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International Trust Disputes

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Language: English

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Except as otherwise provided in this my Last Will and Testament, if any part of my estate, other than a bequest of tangible personal property under this Will hereof, becomes distributable absolutely to any beneficiary who has not attained twenty-one (21) years of age at the time of distribution, then his or her share shall be distributed to my Trustees hereinafter designated, IN TRUST, and the Trustee shall use so much of the income principal of such beneficiary's particular share necessary or desirable in the exercise of the Trustee's discretion, for the proper health, education, support and maintenance of such beneficiary.
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Trusts: Commentary & Materials (LBC casebooks)

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Upon one's passing, individuals may sometimes implement a trust that requires a designated third party to carry out the distribution of their assets according to desired rules and guidelines. She is a member of the Virginia Bar whose legal background includes several years of private practice as well as an honors internship with the FBI’s Office of the General Counsel and service with the Public Defender’s office in San Diego, California. Or, alternatively, do you want that person to have authority immediately, regardless of your capacity level?
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