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Estate planning strategies: a lawyer's guide to retirement and lifetime planning
2002, Senior Lawyers Division, American Bar Association, American Bar Association
in English
1590310942 9781590310946
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Book Details
Table of Contents
The social security cash machine / Jonathan Barry Forman
Social security / Harold G. Wren
Minimum distribution requirements / Louis A. Mezzullo
The simplified retirement plan alternative / David L. Higgs
The new individual retirement account / Stephen P. Magowan
Lifetime tax planning / Allan C. Bell
The charitable remainder trust / Michael Bourland and Jeffrey N. Myers
Charitable lead trusts / Santo Bisignano, Jr. and Toby M. Eisenberg
Annual exclusion gifts to minors / Bradley E.S. Fogel
Estate planning with life insurance trusts / Bradley E.S. Fogel
Family limited partnerships / Brian T. Whitlock
Family foundations / Stephen A. Frost
Qualified personal residence trusts / Carmela T. Montesano
Grantor retained annuity trusts and grantor retained unitrusts / Zeb Law
Use of self-canceling installment note and the private annuity in estate planning / Dave L. Cornfeld, Jay A. Soled, and Herbert L. Zuckerman
Durable powers of attorney and advance directives / Andrew H. Hook
Wills / Suzanne L. Shier & Rebecca Wallenfelsz
The living (revocable) trust : an estate planning tool / Sarah M. Linsley
Joint accounts : dangers and alternatives / Richard V. Wellman
Jointly owned property / Robert T. Danforth
Estate planning malpractice and ethical issues / Isabel Miranda.
Edition Notes
Includes bibliographical references and index.
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June 17, 2023 | Edited by ImportBot | import existing book |
April 2, 2019 | Created by MARC Bot | import existing book |