A Practical Guide to Estate Planning and Administration

Gau, Michael Gau (Autoren)

Media-Kombination

450 Seiten

2004
Delmar Cengage Learning
978-1-4018-1798-5 (ISBN)

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This publication takes a highly practical approach to teaching estate planning and administration by presenting the process from start to finish as it applies to three fictional families with various planning needs. The material is presented logically and allows readers to test their knowledge after each chapter and in a cumulative manner. It places emphasis on the practical concerns of drafting estate planning documents, and it provides numerous examples of such documents for the reader to review and relate to the fictional families' situations. Not only does it present the step-by-step process of traditional estate administration, it offers some alternatives to full administration. Sample documents, case briefs, discussions of ethical issues, and recommended Web sites for further study round out this valuable learning tool and desk reference.

Chapter 1: An Overview of the Estate Planning World. Chapter 2: Wills and Intestacy. Chapter 3: Trusts. Chapter 4: Guardianships, Conservatorships, Advance Directives and the Effect of Incapacitation. Chapter 5: Gifts and the Estate Plan. Chapter 6: Title and Contract Designation, Insurance and the Estate Plan. Chapter 7: Taxation and Estate Planning. Chapter 8: Drafting the Estate Plan. Chapter 9: Estate Administration: An Overview. Chapter 10: Small Estate Administration, Transfers without Administration and Ancillary Administration. Chapter 11: Trust Administration. Chapter 12: Taxation and Estate Administration. Glossary.

Erscheint lt. Verlag	28.8.2004
Verlagsort	Clifton Park
Sprache	englisch
Maße	213 x 277 mm
Gewicht	704 g
Themenwelt	Wirtschaft ► Volkswirtschaftslehre
ISBN-10	1-4018-1798-X / 140181798X
ISBN-13	978-1-4018-1798-5 / 9781401817985
Zustand	Neuware