state plan The Estate Planner Newsletter By www.cch.ca Published On :: Bringing you timely and relevant estate planning insights Issued monthly, The Estate Planner keeps you up-to-date on the latest developments in estate planning and includes practical and timely feature articles written by experts in the field, including Robert Spenceley, Brian Nichols and Michael Atlas. Includes case summaries and legislative updates. The Estate Planner is included free with your subscription to the Canadian Estate Planning Guide. Wolters Kluwer CCH research subscriptions deliver the most timely, relevant and reliable tax information and commentary to Canada's tax professionals, significantly reducing research time. Professionals who subscribe to the The Estate Planner newsletter also find these publications instrumental to their practice: Canadian Estate Planning Guide Canadian Wealth Management Guide If you would like more details about this product, or would like to order a copy online, please click here. Full Article
state plan Canadian Estate Planning Guide By www.cch.ca Published On :: Mon, 18 Dec 2006 11:45:05 GMT The latest information on all aspects of estate planning and related issues in Canada To deliver the most effective tax and estate planning solutions you need the most authoritative source for information and advice, authored by leading experts in the industry. Comprehensive and easy to use, the Canadian Estate Planning Guide is a must-have tool when you need to find the right answers fast. This guide is the first choice of estate planning professionals because it offers: Comprehensive and reliable coverage from a single source, covering both tax and non-tax issues related to estate planning Practical strategies and tactics to help you maximize wealth and minimize tax exposure for clients A format that is simple and easy to use, even for the tax practitioner who only occasionally works with estates In-depth information, analysis and detailed technical discussions for the practitioner specializing in tax planning for estates, or wills and estate planning The speed and convenience of getting all your estate planning information online Updates on an “as the news happens” basis This guide’s extensive coverage includes topics such as: Estate plans Gifts and loans Estate freezes Post-mortem planning Emigration to the U.S. Asset protection Powers of attorney and health care directives Will planning Trusts Taxation of trusts Beneficiaries Avoiding probate fees Creditor proofing Charitable donations U.S. estate and gift tax Bonus features: The Estate Planner monthly newsletter keeps you up-to-date on the latest developments affecting estate planning in Canada and includes case summaries, legislative updates, and feature articles written by experts News Tracker brings you up-to-the-minute information on the latest tax developments. You choose the topic and how frequently you want to be updated. Activity logs help you keep track of time spent on research Access to an archive of in-depth articles on a wide variety of topics All relevant CRA Interpretation Bulletins, Advance Tax Rulings and Information Circulars, reference tables and documents Forms used by the CRA Forms for trusts and powers of attorney for all provinces Free training and technical support If you would like more details about this product, or would like to order a copy online, please click here. Full Article
state plan Canadian Estate Planning and Administration Guide By www.cch.ca Published On :: This service combines the benefits of the Canadian Estate Administration Guide and the Canadian Estate Planning Guide, making it the ultimate resource for estate planning and administration professionals. Estate planning is a key growth area for tax and legal professionals. Are you taking full advantage of the opportunity? This is an invaluable resource for anyone who works in estate planning. The reason is simple. It will save you hours of research time and effort you can use to serve your clients better and grow your practice. Authored by leading experts in the industry, current and comprehensive, you won't find a more authoritative source for information and advice on tax and estate planning. Coverage includes: Estate Freezes Protection from Creditors The Pros & Cons of Alter Ego and Joint Partner Trusts Spousal Trusts Tax-Planning the Will Life Insurance and Registered Plan Designations Post-Mortem Tax Planning Strategies for Holding Real Property in the United States Included with your subscription is Estate Planner, a monthly newsletter containing ongoing judicial and legislative developments affecting estate planning in Canada. If you would like more details about this product, or would like to order a copy online, please click here. Full Article
state plan Estate Planning (2012 Edition) (U.S.) By www.cch.ca Published On :: Thu, 03 Nov 2011 14:52:12 GMT Available: November 2011 Estate Planning provides the most encyclopedic coverage of estate planning practice, from complex transfer tax laws and essential strategy to inter vivos gifts and post-mortem activities. Providing in-depth analysis and expert guidance on the various arrangements that may be employed to dispose of wealth, this valuable reference offers exhaustive coverage of the law, strategies, and practices needed to create a comprehensive estate plan, including advice on opportunities to escape or shift the tax burden in scores of typical and not-so-typical situations. If you would like more details about this product, or would like to order a copy online, please click here. Full Article
state plan The Estate Planner's Handbook, 4th Edition By www.cch.ca Published On :: Fri, 29 May 2009 14:16:24 GMT An indispensable guide with substantial changes and important updates. The Estate Planner's Handbook provides a concise yet comprehensive overview of many of the most important issues in the estate planning process. It will aid estate planners, lawyers, accountants and other professional advisors in identifying critical updates that they need to be aware of and will prove to be invaluable in developing creative estate planning solutions. New and emerging issues in the Estate Planning field The fourth edition of The Estate Planner's Handbook is an indispensable guide with substantial changes and important updates covering a wide range of topics including issues such as estate planning strategies for disabled individuals and Henson trusts designed to safeguard access to provincial income support programs. Other critical updates include: Jointly held property The attribution rules Tax Free Savings Accounts Registered Disability Savings Plans Legislative changes impacting taxation of charitable donations, the capital gains exemption Essential topics in the estate planning process addressed in this edition include: Wills Multiple Wills Tax Planning the Will Will Substitutes Continuing Powers of Attorney Health and Personal Care by Proxy Some Basic Trust Law Concepts & Principles Taxation of Basic Trusts Used in Estate Planning Certain Other Trusts Used in Estate Planning Charitable Donations Taxation at Death United States Estate & Gift Tax Probate Dependants' Relief Planning for the Disabled Obligations to spouses and dependants Rollovers to RRSPs and RRIFs If you would like more details about this product, or would like to order a copy online, please click here. Full Article
state plan Tax and Estate Planning with Real Estate, Partnerships and LLCs, 2015 (U.S.) By www.cch.ca Published On :: Fri, 19 Sep 2014 09:42:58 GMT Authors: Jerome Ostrov, Kevin Kaiser, Robert Collins, John Bedosky Covers important real estate tax law and estate planning issues. There are more than 200 examples that explain concepts that, because of complexity or other difficulties are hard to absorb in narrative form only. Also covered is how the intersecting tax and estate planning issues affect non-U.S. citizens who find themselves subject to U.S. taxation and estate planning issues of interest to U.S. citizens with interests abroad. Transfer tax and recordation tax issues are also discussed. Chapter 1 The Personal Residence Chapter 2 Real Estate Partnerships Chapter 3 Limited Liability Companies Chapter 4 Passive Loss and At-Risk Limitations Chapter 5 Real Estate Investment Trusts Chapter 6 Disposition and Restructuring of "Distressed" and "Awkwardly Held" Real Estate Chapter 7 Exchanges of Like-Kind Property and Involuntary Conversions Chapter 8 Construction, Improvement and Leasing of Real Estate; Associated Deductions, Depreciation, and Credits Chapter 9 Capital Gains Treatment and Installment Sales Provisions Chapter 10 Charitable Gifts of Real Estate Chapter 11 Asset Protection Chapter 12 Exempt Organization Ownership of Real Estate Chapter 13 Estate and Gift Planning with Real Estate — General Principles Chapter 14 Estate Planning with Real Estate — Valuation and Discounting Issues Chapter 15 International Tax and Estate Planning 9780808039341 7" x 10" 1,200 pages Related Products Estate & Gift Tax Handbook (2014) (U.S.) Full Article
state plan Tax and Estate Planning with Real Estate, Partnerships and LLCs, 2014 (US) By www.cch.ca Published On :: Thu, 25 Oct 2012 10:57:07 GMT Authors: Jerome Ostrov, Kevin Kaiser, Robert Collins Covers important real estate tax law and estate planning issues. There are more than 200 examples that explain concepts that, because of complexity or other difficulties are hard to absorb in narrative form only. Also covered is how the intersecting tax and estate planning issues affect non-U.S. citizens who find themselves subject to U.S. taxation and estate planning issues of interest to U.S. citizens with interests abroad. Transfer tax and recordation tax issues are also discussed. Chapter 1 The Personal Residence Chapter 2 Real Estate Partnerships Chapter 3 Limited Liability Companies Chapter 4 Passive Loss and At-Risk Limitations Chapter 5 Real Estate Investment Trusts Chapter 6 Disposition and Restructuring of "Distressed" and "Awkwardly Held" Real Estate Chapter 7 Exchanges of Like-Kind Property and Involuntary Conversions Chapter 8 Construction, Improvement and Leasing of Real Estate; Associated Deductions, Depreciation, and Credits Chapter 9 Capital Gains Treatment and Installment Sales Provisions Chapter 10 Charitable Gifts of Real Estate Chapter 11 Asset Protection Chapter 12 Exempt Organization Ownership of Real Estate Chapter 13 Estate and Gift Planning with Real Estate - General Principles Chapter 14 Estate Planning with Real Estate - Valuation and Discounting Issues Chapter 15 International Tax and Estate Planning Related Products Practical Guide to Real Estate Taxation 2013 - CCH Tax Spotlight Series Federal and State Taxation of Limited Liability Companies (2014) Business Succession Planning Answer Book – 2014 (US) U.S. Master Estate and Gift Tax Guide (2014) Family Foundation Handbook (2014) (US) Grantor Trust Answer Book, 2014 (US) Practical Guide to Estate Planning, 2014 Edition (with CD) (US) Price on Contemporary Estate Planning (2014) (US) Full Article
state plan Strategic Use of Trusts in Tax and Estate Planning By www.cch.ca Published On :: Wed, 25 Jul 2012 08:52:25 GMT Strategic Use of Trusts in Tax and Estate Planning provides comprehensive and concise coverage of practical strategies and tactics to maximize the use of trusts in tax, estate and financial planning. Specifically designed for tax, legal and financial planning professionals, this is an essential resource for researching inter-vivos and testamentary trusts and understanding their domestic and foreign use. It clearly identifies tax savings situations, measures the risks involved and points out the items that can compromise the recourse of a trust for tax and financial planning purposes. This thorough guide provides an in-depth analysis of the attribution rules including recent CRA technical interpretations and court cases dealing with trusts and the attribution rules. In a dynamic and practical way, the author shares her extensive knowledge of the trust as a vehicle for planning. You will discover that the trust can not only be part of an estate planning framework, but can also be used in a vast number of situations. With this resource, you will be able to elaborate innovative strategies more easily and better understand the sometimes complex statutory framework. About the author Caroline Rhéaume, LL.L, M.Fisc., Adm.A., TEP, has her own firm and specializes in Canadian, American and French tax and estate planning, the use of trusts, incentive compensation of senior management and expatriate taxation. She also developed an expertise in the taxation of investments. She provides tax consulting services to high-net-worth individuals and families and oversees the coordination and administration of these services across Canada, France and the United States. Caroline gained her international experience working with multinational clients of all sizes. She is also the first professional from the province of Quebec to have completed the Seven Stages of Money Maturity program offered by the Kinder Institute that trains and coaches financial advisors worldwide. Ms. Rhéaume is the author of the best sellers Utilisation des fiducies en planification fiscale et financière and Stratégies de planification utilisant des fiducies, two books also publisIf you would like more details about this product, or would like to order a copy online, please click here. Full Article state plan Price on Contemporary Estate Planning (2015) (U.S.) By www.cch.ca Published On :: Fri, 19 Sep 2014 09:37:13 GMT Author: John R. Price Providing theoretical grounding and a practice-oriented approach, Price and Donaldson show how to handle the full range of estate planning problems and techniques, including: Client counseling Durable powers of attorney Living wills Private annuities Charitable remainder trusts Life insurance Lifetime noncharitable gifts Closely held business interests Community and marital property Retirement plans and IRAs Post-mortem planning Professional responsibility Helpful practice tools include numerous real-life examples illustrating application of principles, ready-to-adapt forms, and checklists. Chapter 1 Professional Responsibility and Estate Planning Chapter 2 Basic Transfer Tax Laws and Estate Planning Strategies Chapter 3 Concurrent Ownership and Nontestamentary Transfers Chapter 4 Wills and Related Documents Chapter 5 The Gift and Estate Tax Marital Deductions Chapter 6 Life Insurance Chapter 7 Planning Lifetime Noncharitable Gifts Chapter 8 Gifts to Charitable Organizations Chapter 9 Limiting Estate Size Through Intrafamily Transactions Chapter 10 Trusts Chapter 11 Closely-Held Business Interests Chapter 12 Post-Mortem Planning Chapter 13 Estate and Income Tax Planning for Retirement Plans and IRAs 9780808039303 7" x 10" 1,620 pages Related Products Estate & Gift Tax Handbook (2014) (U.S.) Estate & Retirement Planning Answer Book, 2015 Edition (U.S.) Family Foundation Handbook (2014) (US) Federal Estate & Gift Taxes: Code & Regulations (Including Related Income Tax Provisions), as of March 2014 (U.S.) Federal Income Taxation of Decedents, Estates and Trusts - 2015 CCH Tax Spotlight Series (U.S.) Federal Income Taxation of Estates, Trusts & Beneficiaries (2014 Supplement) (U.S.) Full Article state plan Price on Contemporary Estate Planning (2014) (U.S.) By www.cch.ca Published On :: Thu, 25 Oct 2012 10:47:38 GMT Providing theoretical grounding and a practice-oriented approach, Price and Donaldson show how to handle the full range of estate planning problems and techniques, including: Client counseling Durable powers of attorney Living wills Private annuities Charitable remainder trusts Life insurance Lifetime noncharitable gifts Closely held business interests Community and marital property Retirement plans and IRAs Post-mortem planning Professional responsibility and more! Chapter 1 Professional Responsibility and Estate Planning Chapter 2 Basic Transfer Tax Laws and Estate Planning Strategies Chapter 3 Concurrent Ownership and Nontestamentary Transfers Chapter 4 Wills and Related Documents Chapter 5 The Gift and Estate Tax Marital Deductions Chapter 6 Life Insurance Chapter 7 Planning Lifetime Noncharitable Gifts Chapter 8 Gifts to Charitable Organizations Chapter 9 Limiting Estate Size Through Intrafamily Transactions Chapter 10 Trusts Chapter 11 Closely-Held Business Interests Chapter 12 Post-Mortem Planning Chapter 13 Estate and Income Tax Planning for Retirement Plans and IRAs Related Products Business Succession Planning Answer Book – 2014 (US) U.S. Master Estate and Gift Tax Guide (2014) Family Foundation Handbook (2014) (US) Tax and Estate Planning with Real Estate, Partnerships and LLCs, 2014 (US) Grantor Trust Answer Book, 2014 (US) Practical Guide to Estate Planning, 2014 Edition (with CD) (US) Estate & Gift Tax Handbook (2013) Estate & Retirement Planning Answer Book, 2014 Edition Like-Kind Exchanges Under Code Section 1031 - CCH Tax Spotlight Series Multistate Guide to Estate Planning (2014If you would like more details about this product, or would like to order a copy online, please click here. Full Article state plan Practical Guide to Estate Planning, 2015 Edition (with CD) (U.S.) By www.cch.ca Published On :: Fri, 19 Sep 2014 09:30:09 GMT Authors: Ray D. Madoff, Cornelia R. Tenney, Martin A. Hall, Lisa Nalchajian Mingolla Provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompasses the use of private foundations and split-interest trusts. This book contains a set of estate planning forms. 1. The Estate Planning Process 2. Basic Rules of Property Transfers Upon Death 3. Basic Estate Planning Documents 4. Trust Basics 5. Estate and Gift Tax Basics: Tax Tools of the Estate Planner 6. Planning for A Spouse or Nonmarital Partner 7. Issues in Planning for Children 8. Using Gifts in Estate Planning 9. Generation-Skipping Transfer Tax Planning 10. Charitable Giving 11. Planning for a Closely Held Business Interest 12. Insurance 13. Estate Planning with Retirement Benefits 14. Post Mortem Estate Planning Form 1 Living Trust Form 2 Living Trust Amendment Form 3 Irrevocable Life Insurance Trust Form 4 Annual Exclusion Trust Form 5 Additional Annual Exclusion Trust Form 6 Will If you would like more details about this product, or would like to order a copy online, please click here. Full Article state plan Practical Guide to Estate Planning, 2014 Edition (with CD) (U.S.) By www.cch.ca Published On :: Thu, 25 Oct 2012 10:26:57 GMT Authors: Ray D. Madoff, Cornelia R. Tenney, Martin A. Hall, Lisa Nalchajian Mingolla Provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompasses the use of private foundations and split-interest trusts. This book contains a set of estate planning forms. 1. The Estate Planning Process 2. Basic Rules of Property Transfers Upon Death 3. Basic Estate Planning Documents 4. Trust Basics 5. Estate and Gift Tax Basics: Tax Tools of the Estate Planner 6. Planning for Spouse or Nonmarital Partner 7. Issues in Planning for Children 8. Using Gifts in Estate Planning 9. Generation-Skipping Transfer Tax Planning 10. Charitable Giving 11. Planning for a Closely Held Business Interest 12. Insurance 13. Estate Planning with Retirement Benefits 14. Post Mortem Estate Planning - Form 1 LivingTrust - Form 2 Living Trust Amendment - Form 3 Irrevocable Life Insurance Trust - Form 4 Annual Exclusion Trust - Form 5 Additional Annual Exclusion Trust - Form 6 Will with Pour-Over Provision - Form 7 Will with Outright Dispositions - Form 8 Codicil - Form 9 Durable Power of Attorney - Form 10 Health Care Proxy - Form 11 Living Will - Form 12 Charitable Remainder Unitrust - Form 13 Qualified Personal Residence Trust (QPRT) - Form 14 Grantor Retained Annuity Trust (GRAT) Related Products Business Succession Planning Answer Book – 2014 (US) U.S. Master Estate and Gift Tax Guide (2014) Family Foundation Handbook (2014) (US) Tax and Estate Planning with Real Estate, Partnerships and LLCs, 2014 (US) Grantor Trust Answer Book, 2014 (US) Price on Contemporary Estate Planning (2014) (US) If you would like more details about this product, or would like to order a copy online, please click here. Full Article state plan Multistate Guide to Estate Planning (2015) (w/CD) By www.cch.ca Published On :: Fri, 19 Sep 2014 10:11:14 GMT Author: Jeffrey A. Schoenblum Gives the estate planning professional instant access to the estate planning laws of all 50 states and the District of Columbia. In one comprehensive source, the Guide provides state-by-state guidance on how to minimize state taxes to preserve the multistate estate, achieve the desired disposition of property regardless of jurisdiction, resolve commonly encountered state law problems in estate practice, and assure asset protection. Each table is broken into detailed, separate analyses, which consist of a series of detailed questions. The tables are designed for state-by-state comparisons. All information in the charts generally reflects state laws in effect on May 31, 2014. In addition, the book contains a back-of-the book CD with the Advance Directives of all 50 states. Formal Will Requirements Proving Foreign Wills Non-resident Qualification as a Fiduciary Small Estates Procedure Will Substitutes The Rights of a Spouse Intestate Succession Asset Protection Rule Against Perpetuities Living Will Status of Children Conceived by Assisted Reproduction Techniques Contracts Resulting in State Taxation of an Estate's Income Income Tax Rates for Trusts & Estates 14 State Inheritance, Estate, Generation Skipping Transfer, and Gift Taxes 9780808039259 8-1/2" x 11" 1,248 pages Related Products Estate & Gift Tax Handbook (2014) (U.S.) Estate & Retirement Planning Answer Book, 2015 Edition (U.S.)> Family Foundation Handbook (2014) (US) Federal Estate & Gift Taxes: Code & Regulations (Including Related Income Tax Provisions), as of March 2014 (U.S.) Federal Income Taxation of Decedents, Estates and Trusts - 2015 CCH Tax Spotlight Series (U.S.) Federal Income Taxation of Estates, Trusts & Beneficiaries (2014 Supplement) (U.S.) Income Taxation of Fiduciaries and Beneficiaries (2014) (U.S.) Like-Kind Exchanges Under Code Section 1031 – CCH Tax Spotlight Series (U.S.) U.S. Master Estate and Gift Tax Guide (2015) If you would like more details about this product, or would like to order a copy online, please click here. Full Article state plan Multistate Guide to Estate Planning (2014) (w/CD) By www.cch.ca Published On :: Thu, 12 Sep 2013 15:05:31 GMT Gives the estate planning professional instant access to the estate planning laws of all 50 states and the District of Columbia. In one comprehensive source, the Guide provides state-by-state guidance on how to minimize state taxes to preserve the multistate estate, achieve the desired disposition of property regardless of jurisdiction, resolve commonly encountered state law problems in estate practice, and assure asset protection. The easy-to-use format enables the estate planning professional to readily locate information concerning one state’s treatment of a particular issue (or compare the treatment required by several states) all on the same table. Each table is broken into detailed, separate analyses, which consist of a series of detailed questions. The tables are designed for state-by-state comparisons. All information in the new and updated charts generally reflects state laws in effect on May 31, 2013. In addition, the book contains a back-of-the book CD with the Advance Directives of all 50 states. Formal Will Requirements Proving Foreign Wills Nonresident Qualification as a Fiduciary Small Estates Procedure Will Substitutes The Rights of a Spouse Intestate Succession Asset Protection Rule Against Perpetuities Living Will Status of Children Conceived by Assisted Reproduction Techniques Contracts Resulting in State Taxation of an Estate's Income Income Tax Rates for Trusts & Estates State Inheritance, Estate, Generation Skipping Transfer, and Gift Taxes Related Products Estate & Gift Tax Handbook (2013) Estate & Retirement Planning Answer Book, 2014 Edition Like-Kind Exchanges Under Code Section 1031 - CCH Tax Spotlight Series State Tax Handbook (2014) If you would like more details about this product, or would like to order a copy online, please click here. Full Article state plan Multistate Guide to Estate Planning (2013) (w/CD) By www.cch.ca Published On :: Mon, 29 Oct 2012 14:05:58 GMT Gives the estate planning professional instant access to the estate planning laws of all 50 states and the District of Columbia. In one comprehensive source, the Guide provides state-by-state guidance on how to minimize state taxes to preserve the multistate estate, achieve the desired disposition of property regardless of jurisdiction, resolve commonly encountered state law problems in estate practice, and assure asset protection. The easy-to-use format enables the estate planning professional to readily locate information concerning one state’s treatment of a particular issue (or compare the treatment required by several states) all on the same table. Each table is broken into detailed, separate analyses, which consist of a series of detailed questions. The tables are designed for state-by-state comparisons. All information in the new and updated charts generally reflects state laws in effect on May 31, 2012. In addition, the book contains a back-of-the book CD with the Advance Directives of all 50 states. 1. Formal Will Requirements 2. Proving Foreign Wills 3. Nonresident Qualification as a Fiduciary 4. Small Estates Procedure 5. Will Substitutes 6. The Rights of a Spouse 7. Intestate Succession 8. Asset Protection 9. Rule Against Perpetuities 10. Living Will 11. Status of Children Conceived by Assisted Reproduction Techniques 12. Contracts Resulting in State Taxation of an Estate's Income 13. Income Tax Rates for Trusts & Estates 14. State Inheritance, Estate, Generation Skipping Transfer, and Gift Taxes If you would like more details about this product, or would like to order a copy online, please click here. Full Article state plan Estate Planning: Principles and Problems, Third Edition By www.cch.ca Published On :: Fri, 02 May 2014 13:34:58 GMT Published: October 2011 This coursebook features a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations. A forms supplement on CD is an additional tool for giving students practice with drafting exercises. Topics covered: Tax Relief Unemployment Insurance Re-authorization Job Creation Act of 2010 Same-sex marriage and planning Uniform Probate Code’s 2008 changes dealing with definitions of children Durable powers of attorney and medical care directives, including “persistent vegetative state” Retirement asset tax planning material Trust “decanting” Family offices and private trust companies Pet Trusts If you would like more details about this product, or would like to order a copy online, please click here. Full Article state plan Estate Planning with Life Insurance, 5th Edition By www.cch.ca Published On :: Mon, 06 Oct 2008 16:43:34 GMT This popular guide provides critical insight into the many roles life insurance plays in Estate Planning. An essential reference for anyone involved in estate planning, this book will demonstrate how life insurance can assist your clients in securing lifetime financial success and establishing a strong legacy. This handy reference includes: A comprehensive Estate Planning Fact Finder How to resolve and plan for estate liquidity needs The role of corporate-owned life insurance in estate and business planning Detailed strategies for funding buy/sell agreements Insurance needs and succession planning for owners of family businesses The use of life insurance in planning with trusts The role of life insurance in charitable giving New for this edition: Discussion of new income tax rules for 10/8 policies and leveraged insured annuities Discussion and planning issues regarding recent CRA statements on corporate ownership and beneficiary designations Review of proposed new rules for exempt life insurance policies Expanded commentary regarding the transfer of insurance policies between corporations and shareholders Update on changes to dividend tax rates and the capital gains exemption Expanded commentary on post-mortem tax planning including “pipeline” planning Detailed new section on family shareholders agreements Review of new rules affecting retirement compensation arrangements Important new cases concerning shareholder disputes and dependant and spousal support claims Expanded case studies Glenn Stephens LLB, was called to the Ontario Bar in 1982 and spent two years with a major accounting firm before joining the insurance industry as a tax and estate planning consultant. Glenn subsequently became a partner in a Toronto law firm before returning to the insurance industry in 1996 as a tax and estate planning consultant to a major Canadian insurance distributor. Glenn is a Director, Planning Services with PPI Advisory in Toronto, and provides tax and legal support to PPI Associates across Canada. He has been with PPI since 2004. Glenn has leIf you would like more details about this product, or would like to order a copy online, please click here. Full Article state plan Estate Planning (2013 Edition) (U.S.) By www.cch.ca Published On :: Mon, 29 Oct 2012 13:40:52 GMT Estate Planning provides the most encyclopedic coverage of estate planning practice, from complex transfer tax laws and essential strategy to inter vivos gifts and post-mortem activities. Providing indepth analysis and expert guidance on the various arrangements that may be employed to dispose of wealth, this valuable reference offers exhaustive coverage of the law, strategies, and practices needed to create a comprehensive estate plan, including advice on opportunities to escape or shift the tax burden in scores of typical and not-so-typical situations. Volume One Chapter 1 Introduction Chapter 2 Intestacy: Estate Plans by Operation of State Law Chapter 3 Wills as Estate Planning Instruments Chapter 4 Trusts as Estate Planning Instruments Chapter 5 Income Taxation of Trusts, Estates, Grantors and Beneficiaries Chapter 6 Inter Vivos Transfers Chapter 7 Wealth Transfer Taxation of Inter Vivos Transfers Volume Two Chapter 8 Nonprobate Transfers: Life Insurance Chapter 9 Nonprobate Transfers: Retirement Benefits Chapter 10 Concurrent Interests Chapter 11 Future Interests Chapter 12 Powers of Appointment: Building Flexibility Into the Plan Chapter 13 Marital Deduction Planning Chapter 14 Charitable Deduction Planning Chapter 15 Postmortem Estate Planning: Administration and Compliance Related Products Estate & Gift Tax Handbook (2014) (U.S.) Estate & Retirement Planning Answer Book, 2015 Edition (U.S.) Family Foundation Handbook (2014) (US) Federal Estate & Gift Taxes: Code & Regulations (Including Related Income Tax Provisions), as of March 2014 (U.S.) Federal Income Taxation of Decedents, Estates and Trusts - 2015 CCH Tax Spotlight Series (U.S.) Federal Income Taxation of Estates, Trusts & Beneficiaries (2014 Supplement) (U.S.) Income Taxation of Fiduciaries and Beneficiaries (2014) (U.S.) Like-Kind Exchanges Under Code Section 1031 – CCH Tax Spotlight Series (U.S.) Multistate Guide to Estate Planning (2015) (w/CD) If you would like more details about this product, or would like to order a copy online, please click here. Full Article 12 Recent Trending Legacy Law Center: Estate Planning, Elder Law, Probate (November 14, 2024 1:00pm) Three states at risk of losing OSHA State Plan status over COVID-19 rules: reports OSHA proposes to revoke Arizona’s State Plan status OSHA extends deadlines for input on proposed revocation of Arizona’s State Plan status OSHA invites comment on pending approval of Massachusetts State Plan OSHA reopens comment period on its proposal to revoke Arizona’s State Plan status OSHA grants initial approval of Massachusetts State Plan for public-sector workers OSHA says it won’t revoke Arizona’s State Plan status Maine’s State Plan for state and local government workers gets OSHA approval OSHA adds State Plan whistleblower info to webpage Still a State Plan: Arizona, OSHA end conflict over fall protection standard in construction Fall 2021 regulatory agenda: OSHA considers revoking Arizona’s State Plan status Arizona responds to OSHA threat of State Plan revocation Guide on Making an Estate Plan Estate Planning Attorney with More Than 25 Years of Experience Subscribe To Our Newsletter
state plan Price on Contemporary Estate Planning (2015) (U.S.) By www.cch.ca Published On :: Fri, 19 Sep 2014 09:37:13 GMT Author: John R. Price Providing theoretical grounding and a practice-oriented approach, Price and Donaldson show how to handle the full range of estate planning problems and techniques, including: Client counseling Durable powers of attorney Living wills Private annuities Charitable remainder trusts Life insurance Lifetime noncharitable gifts Closely held business interests Community and marital property Retirement plans and IRAs Post-mortem planning Professional responsibility Helpful practice tools include numerous real-life examples illustrating application of principles, ready-to-adapt forms, and checklists. Chapter 1 Professional Responsibility and Estate Planning Chapter 2 Basic Transfer Tax Laws and Estate Planning Strategies Chapter 3 Concurrent Ownership and Nontestamentary Transfers Chapter 4 Wills and Related Documents Chapter 5 The Gift and Estate Tax Marital Deductions Chapter 6 Life Insurance Chapter 7 Planning Lifetime Noncharitable Gifts Chapter 8 Gifts to Charitable Organizations Chapter 9 Limiting Estate Size Through Intrafamily Transactions Chapter 10 Trusts Chapter 11 Closely-Held Business Interests Chapter 12 Post-Mortem Planning Chapter 13 Estate and Income Tax Planning for Retirement Plans and IRAs 9780808039303 7" x 10" 1,620 pages Related Products Estate & Gift Tax Handbook (2014) (U.S.) Estate & Retirement Planning Answer Book, 2015 Edition (U.S.) Family Foundation Handbook (2014) (US) Federal Estate & Gift Taxes: Code & Regulations (Including Related Income Tax Provisions), as of March 2014 (U.S.) Federal Income Taxation of Decedents, Estates and Trusts - 2015 CCH Tax Spotlight Series (U.S.) Federal Income Taxation of Estates, Trusts & Beneficiaries (2014 Supplement) (U.S.) Full Article
state plan Price on Contemporary Estate Planning (2014) (U.S.) By www.cch.ca Published On :: Thu, 25 Oct 2012 10:47:38 GMT Providing theoretical grounding and a practice-oriented approach, Price and Donaldson show how to handle the full range of estate planning problems and techniques, including: Client counseling Durable powers of attorney Living wills Private annuities Charitable remainder trusts Life insurance Lifetime noncharitable gifts Closely held business interests Community and marital property Retirement plans and IRAs Post-mortem planning Professional responsibility and more! Chapter 1 Professional Responsibility and Estate Planning Chapter 2 Basic Transfer Tax Laws and Estate Planning Strategies Chapter 3 Concurrent Ownership and Nontestamentary Transfers Chapter 4 Wills and Related Documents Chapter 5 The Gift and Estate Tax Marital Deductions Chapter 6 Life Insurance Chapter 7 Planning Lifetime Noncharitable Gifts Chapter 8 Gifts to Charitable Organizations Chapter 9 Limiting Estate Size Through Intrafamily Transactions Chapter 10 Trusts Chapter 11 Closely-Held Business Interests Chapter 12 Post-Mortem Planning Chapter 13 Estate and Income Tax Planning for Retirement Plans and IRAs Related Products Business Succession Planning Answer Book – 2014 (US) U.S. Master Estate and Gift Tax Guide (2014) Family Foundation Handbook (2014) (US) Tax and Estate Planning with Real Estate, Partnerships and LLCs, 2014 (US) Grantor Trust Answer Book, 2014 (US) Practical Guide to Estate Planning, 2014 Edition (with CD) (US) Estate & Gift Tax Handbook (2013) Estate & Retirement Planning Answer Book, 2014 Edition Like-Kind Exchanges Under Code Section 1031 - CCH Tax Spotlight Series Multistate Guide to Estate Planning (2014If you would like more details about this product, or would like to order a copy online, please click here. Full Article
state plan Practical Guide to Estate Planning, 2015 Edition (with CD) (U.S.) By www.cch.ca Published On :: Fri, 19 Sep 2014 09:30:09 GMT Authors: Ray D. Madoff, Cornelia R. Tenney, Martin A. Hall, Lisa Nalchajian Mingolla Provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompasses the use of private foundations and split-interest trusts. This book contains a set of estate planning forms. 1. The Estate Planning Process 2. Basic Rules of Property Transfers Upon Death 3. Basic Estate Planning Documents 4. Trust Basics 5. Estate and Gift Tax Basics: Tax Tools of the Estate Planner 6. Planning for A Spouse or Nonmarital Partner 7. Issues in Planning for Children 8. Using Gifts in Estate Planning 9. Generation-Skipping Transfer Tax Planning 10. Charitable Giving 11. Planning for a Closely Held Business Interest 12. Insurance 13. Estate Planning with Retirement Benefits 14. Post Mortem Estate Planning Form 1 Living Trust Form 2 Living Trust Amendment Form 3 Irrevocable Life Insurance Trust Form 4 Annual Exclusion Trust Form 5 Additional Annual Exclusion Trust Form 6 Will If you would like more details about this product, or would like to order a copy online, please click here. Full Article state plan Practical Guide to Estate Planning, 2014 Edition (with CD) (U.S.) By www.cch.ca Published On :: Thu, 25 Oct 2012 10:26:57 GMT Authors: Ray D. Madoff, Cornelia R. Tenney, Martin A. Hall, Lisa Nalchajian Mingolla Provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompasses the use of private foundations and split-interest trusts. This book contains a set of estate planning forms. 1. The Estate Planning Process 2. Basic Rules of Property Transfers Upon Death 3. Basic Estate Planning Documents 4. Trust Basics 5. Estate and Gift Tax Basics: Tax Tools of the Estate Planner 6. Planning for Spouse or Nonmarital Partner 7. Issues in Planning for Children 8. Using Gifts in Estate Planning 9. Generation-Skipping Transfer Tax Planning 10. Charitable Giving 11. Planning for a Closely Held Business Interest 12. Insurance 13. Estate Planning with Retirement Benefits 14. Post Mortem Estate Planning - Form 1 LivingTrust - Form 2 Living Trust Amendment - Form 3 Irrevocable Life Insurance Trust - Form 4 Annual Exclusion Trust - Form 5 Additional Annual Exclusion Trust - Form 6 Will with Pour-Over Provision - Form 7 Will with Outright Dispositions - Form 8 Codicil - Form 9 Durable Power of Attorney - Form 10 Health Care Proxy - Form 11 Living Will - Form 12 Charitable Remainder Unitrust - Form 13 Qualified Personal Residence Trust (QPRT) - Form 14 Grantor Retained Annuity Trust (GRAT) Related Products Business Succession Planning Answer Book – 2014 (US) U.S. Master Estate and Gift Tax Guide (2014) Family Foundation Handbook (2014) (US) Tax and Estate Planning with Real Estate, Partnerships and LLCs, 2014 (US) Grantor Trust Answer Book, 2014 (US) Price on Contemporary Estate Planning (2014) (US) If you would like more details about this product, or would like to order a copy online, please click here. Full Article state plan Multistate Guide to Estate Planning (2015) (w/CD) By www.cch.ca Published On :: Fri, 19 Sep 2014 10:11:14 GMT Author: Jeffrey A. Schoenblum Gives the estate planning professional instant access to the estate planning laws of all 50 states and the District of Columbia. In one comprehensive source, the Guide provides state-by-state guidance on how to minimize state taxes to preserve the multistate estate, achieve the desired disposition of property regardless of jurisdiction, resolve commonly encountered state law problems in estate practice, and assure asset protection. Each table is broken into detailed, separate analyses, which consist of a series of detailed questions. The tables are designed for state-by-state comparisons. All information in the charts generally reflects state laws in effect on May 31, 2014. In addition, the book contains a back-of-the book CD with the Advance Directives of all 50 states. Formal Will Requirements Proving Foreign Wills Non-resident Qualification as a Fiduciary Small Estates Procedure Will Substitutes The Rights of a Spouse Intestate Succession Asset Protection Rule Against Perpetuities Living Will Status of Children Conceived by Assisted Reproduction Techniques Contracts Resulting in State Taxation of an Estate's Income Income Tax Rates for Trusts & Estates 14 State Inheritance, Estate, Generation Skipping Transfer, and Gift Taxes 9780808039259 8-1/2" x 11" 1,248 pages Related Products Estate & Gift Tax Handbook (2014) (U.S.) Estate & Retirement Planning Answer Book, 2015 Edition (U.S.)> Family Foundation Handbook (2014) (US) Federal Estate & Gift Taxes: Code & Regulations (Including Related Income Tax Provisions), as of March 2014 (U.S.) Federal Income Taxation of Decedents, Estates and Trusts - 2015 CCH Tax Spotlight Series (U.S.) Federal Income Taxation of Estates, Trusts & Beneficiaries (2014 Supplement) (U.S.) Income Taxation of Fiduciaries and Beneficiaries (2014) (U.S.) Like-Kind Exchanges Under Code Section 1031 – CCH Tax Spotlight Series (U.S.) U.S. Master Estate and Gift Tax Guide (2015) If you would like more details about this product, or would like to order a copy online, please click here. Full Article state plan Multistate Guide to Estate Planning (2014) (w/CD) By www.cch.ca Published On :: Thu, 12 Sep 2013 15:05:31 GMT Gives the estate planning professional instant access to the estate planning laws of all 50 states and the District of Columbia. In one comprehensive source, the Guide provides state-by-state guidance on how to minimize state taxes to preserve the multistate estate, achieve the desired disposition of property regardless of jurisdiction, resolve commonly encountered state law problems in estate practice, and assure asset protection. The easy-to-use format enables the estate planning professional to readily locate information concerning one state’s treatment of a particular issue (or compare the treatment required by several states) all on the same table. Each table is broken into detailed, separate analyses, which consist of a series of detailed questions. The tables are designed for state-by-state comparisons. All information in the new and updated charts generally reflects state laws in effect on May 31, 2013. In addition, the book contains a back-of-the book CD with the Advance Directives of all 50 states. Formal Will Requirements Proving Foreign Wills Nonresident Qualification as a Fiduciary Small Estates Procedure Will Substitutes The Rights of a Spouse Intestate Succession Asset Protection Rule Against Perpetuities Living Will Status of Children Conceived by Assisted Reproduction Techniques Contracts Resulting in State Taxation of an Estate's Income Income Tax Rates for Trusts & Estates State Inheritance, Estate, Generation Skipping Transfer, and Gift Taxes Related Products Estate & Gift Tax Handbook (2013) Estate & Retirement Planning Answer Book, 2014 Edition Like-Kind Exchanges Under Code Section 1031 - CCH Tax Spotlight Series State Tax Handbook (2014) If you would like more details about this product, or would like to order a copy online, please click here. Full Article state plan Multistate Guide to Estate Planning (2013) (w/CD) By www.cch.ca Published On :: Mon, 29 Oct 2012 14:05:58 GMT Gives the estate planning professional instant access to the estate planning laws of all 50 states and the District of Columbia. In one comprehensive source, the Guide provides state-by-state guidance on how to minimize state taxes to preserve the multistate estate, achieve the desired disposition of property regardless of jurisdiction, resolve commonly encountered state law problems in estate practice, and assure asset protection. The easy-to-use format enables the estate planning professional to readily locate information concerning one state’s treatment of a particular issue (or compare the treatment required by several states) all on the same table. Each table is broken into detailed, separate analyses, which consist of a series of detailed questions. The tables are designed for state-by-state comparisons. All information in the new and updated charts generally reflects state laws in effect on May 31, 2012. In addition, the book contains a back-of-the book CD with the Advance Directives of all 50 states. 1. Formal Will Requirements 2. Proving Foreign Wills 3. Nonresident Qualification as a Fiduciary 4. Small Estates Procedure 5. Will Substitutes 6. The Rights of a Spouse 7. Intestate Succession 8. Asset Protection 9. Rule Against Perpetuities 10. Living Will 11. Status of Children Conceived by Assisted Reproduction Techniques 12. Contracts Resulting in State Taxation of an Estate's Income 13. Income Tax Rates for Trusts & Estates 14. State Inheritance, Estate, Generation Skipping Transfer, and Gift Taxes If you would like more details about this product, or would like to order a copy online, please click here. Full Article state plan Estate Planning: Principles and Problems, Third Edition By www.cch.ca Published On :: Fri, 02 May 2014 13:34:58 GMT Published: October 2011 This coursebook features a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations. A forms supplement on CD is an additional tool for giving students practice with drafting exercises. Topics covered: Tax Relief Unemployment Insurance Re-authorization Job Creation Act of 2010 Same-sex marriage and planning Uniform Probate Code’s 2008 changes dealing with definitions of children Durable powers of attorney and medical care directives, including “persistent vegetative state” Retirement asset tax planning material Trust “decanting” Family offices and private trust companies Pet Trusts If you would like more details about this product, or would like to order a copy online, please click here. Full Article state plan Estate Planning with Life Insurance, 5th Edition By www.cch.ca Published On :: Mon, 06 Oct 2008 16:43:34 GMT This popular guide provides critical insight into the many roles life insurance plays in Estate Planning. An essential reference for anyone involved in estate planning, this book will demonstrate how life insurance can assist your clients in securing lifetime financial success and establishing a strong legacy. This handy reference includes: A comprehensive Estate Planning Fact Finder How to resolve and plan for estate liquidity needs The role of corporate-owned life insurance in estate and business planning Detailed strategies for funding buy/sell agreements Insurance needs and succession planning for owners of family businesses The use of life insurance in planning with trusts The role of life insurance in charitable giving New for this edition: Discussion of new income tax rules for 10/8 policies and leveraged insured annuities Discussion and planning issues regarding recent CRA statements on corporate ownership and beneficiary designations Review of proposed new rules for exempt life insurance policies Expanded commentary regarding the transfer of insurance policies between corporations and shareholders Update on changes to dividend tax rates and the capital gains exemption Expanded commentary on post-mortem tax planning including “pipeline” planning Detailed new section on family shareholders agreements Review of new rules affecting retirement compensation arrangements Important new cases concerning shareholder disputes and dependant and spousal support claims Expanded case studies Glenn Stephens LLB, was called to the Ontario Bar in 1982 and spent two years with a major accounting firm before joining the insurance industry as a tax and estate planning consultant. Glenn subsequently became a partner in a Toronto law firm before returning to the insurance industry in 1996 as a tax and estate planning consultant to a major Canadian insurance distributor. Glenn is a Director, Planning Services with PPI Advisory in Toronto, and provides tax and legal support to PPI Associates across Canada. He has been with PPI since 2004. Glenn has leIf you would like more details about this product, or would like to order a copy online, please click here. Full Article state plan Estate Planning (2013 Edition) (U.S.) By www.cch.ca Published On :: Mon, 29 Oct 2012 13:40:52 GMT Estate Planning provides the most encyclopedic coverage of estate planning practice, from complex transfer tax laws and essential strategy to inter vivos gifts and post-mortem activities. Providing indepth analysis and expert guidance on the various arrangements that may be employed to dispose of wealth, this valuable reference offers exhaustive coverage of the law, strategies, and practices needed to create a comprehensive estate plan, including advice on opportunities to escape or shift the tax burden in scores of typical and not-so-typical situations. Volume One Chapter 1 Introduction Chapter 2 Intestacy: Estate Plans by Operation of State Law Chapter 3 Wills as Estate Planning Instruments Chapter 4 Trusts as Estate Planning Instruments Chapter 5 Income Taxation of Trusts, Estates, Grantors and Beneficiaries Chapter 6 Inter Vivos Transfers Chapter 7 Wealth Transfer Taxation of Inter Vivos Transfers Volume Two Chapter 8 Nonprobate Transfers: Life Insurance Chapter 9 Nonprobate Transfers: Retirement Benefits Chapter 10 Concurrent Interests Chapter 11 Future Interests Chapter 12 Powers of Appointment: Building Flexibility Into the Plan Chapter 13 Marital Deduction Planning Chapter 14 Charitable Deduction Planning Chapter 15 Postmortem Estate Planning: Administration and Compliance Related Products Estate & Gift Tax Handbook (2014) (U.S.) Estate & Retirement Planning Answer Book, 2015 Edition (U.S.) Family Foundation Handbook (2014) (US) Federal Estate & Gift Taxes: Code & Regulations (Including Related Income Tax Provisions), as of March 2014 (U.S.) Federal Income Taxation of Decedents, Estates and Trusts - 2015 CCH Tax Spotlight Series (U.S.) Federal Income Taxation of Estates, Trusts & Beneficiaries (2014 Supplement) (U.S.) Income Taxation of Fiduciaries and Beneficiaries (2014) (U.S.) Like-Kind Exchanges Under Code Section 1031 – CCH Tax Spotlight Series (U.S.) Multistate Guide to Estate Planning (2015) (w/CD) If you would like more details about this product, or would like to order a copy online, please click here. Full Article 12 Recent Trending Legacy Law Center: Estate Planning, Elder Law, Probate (November 14, 2024 1:00pm) Three states at risk of losing OSHA State Plan status over COVID-19 rules: reports OSHA proposes to revoke Arizona’s State Plan status OSHA extends deadlines for input on proposed revocation of Arizona’s State Plan status OSHA invites comment on pending approval of Massachusetts State Plan OSHA reopens comment period on its proposal to revoke Arizona’s State Plan status OSHA grants initial approval of Massachusetts State Plan for public-sector workers OSHA says it won’t revoke Arizona’s State Plan status Maine’s State Plan for state and local government workers gets OSHA approval OSHA adds State Plan whistleblower info to webpage Still a State Plan: Arizona, OSHA end conflict over fall protection standard in construction Fall 2021 regulatory agenda: OSHA considers revoking Arizona’s State Plan status Arizona responds to OSHA threat of State Plan revocation Guide on Making an Estate Plan Estate Planning Attorney with More Than 25 Years of Experience Subscribe To Our Newsletter
state plan Practical Guide to Estate Planning, 2014 Edition (with CD) (U.S.) By www.cch.ca Published On :: Thu, 25 Oct 2012 10:26:57 GMT Authors: Ray D. Madoff, Cornelia R. Tenney, Martin A. Hall, Lisa Nalchajian Mingolla Provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompasses the use of private foundations and split-interest trusts. This book contains a set of estate planning forms. 1. The Estate Planning Process 2. Basic Rules of Property Transfers Upon Death 3. Basic Estate Planning Documents 4. Trust Basics 5. Estate and Gift Tax Basics: Tax Tools of the Estate Planner 6. Planning for Spouse or Nonmarital Partner 7. Issues in Planning for Children 8. Using Gifts in Estate Planning 9. Generation-Skipping Transfer Tax Planning 10. Charitable Giving 11. Planning for a Closely Held Business Interest 12. Insurance 13. Estate Planning with Retirement Benefits 14. Post Mortem Estate Planning - Form 1 LivingTrust - Form 2 Living Trust Amendment - Form 3 Irrevocable Life Insurance Trust - Form 4 Annual Exclusion Trust - Form 5 Additional Annual Exclusion Trust - Form 6 Will with Pour-Over Provision - Form 7 Will with Outright Dispositions - Form 8 Codicil - Form 9 Durable Power of Attorney - Form 10 Health Care Proxy - Form 11 Living Will - Form 12 Charitable Remainder Unitrust - Form 13 Qualified Personal Residence Trust (QPRT) - Form 14 Grantor Retained Annuity Trust (GRAT) Related Products Business Succession Planning Answer Book – 2014 (US) U.S. Master Estate and Gift Tax Guide (2014) Family Foundation Handbook (2014) (US) Tax and Estate Planning with Real Estate, Partnerships and LLCs, 2014 (US) Grantor Trust Answer Book, 2014 (US) Price on Contemporary Estate Planning (2014) (US) If you would like more details about this product, or would like to order a copy online, please click here. Full Article
state plan Multistate Guide to Estate Planning (2015) (w/CD) By www.cch.ca Published On :: Fri, 19 Sep 2014 10:11:14 GMT Author: Jeffrey A. Schoenblum Gives the estate planning professional instant access to the estate planning laws of all 50 states and the District of Columbia. In one comprehensive source, the Guide provides state-by-state guidance on how to minimize state taxes to preserve the multistate estate, achieve the desired disposition of property regardless of jurisdiction, resolve commonly encountered state law problems in estate practice, and assure asset protection. Each table is broken into detailed, separate analyses, which consist of a series of detailed questions. The tables are designed for state-by-state comparisons. All information in the charts generally reflects state laws in effect on May 31, 2014. In addition, the book contains a back-of-the book CD with the Advance Directives of all 50 states. Formal Will Requirements Proving Foreign Wills Non-resident Qualification as a Fiduciary Small Estates Procedure Will Substitutes The Rights of a Spouse Intestate Succession Asset Protection Rule Against Perpetuities Living Will Status of Children Conceived by Assisted Reproduction Techniques Contracts Resulting in State Taxation of an Estate's Income Income Tax Rates for Trusts & Estates 14 State Inheritance, Estate, Generation Skipping Transfer, and Gift Taxes 9780808039259 8-1/2" x 11" 1,248 pages Related Products Estate & Gift Tax Handbook (2014) (U.S.) Estate & Retirement Planning Answer Book, 2015 Edition (U.S.)> Family Foundation Handbook (2014) (US) Federal Estate & Gift Taxes: Code & Regulations (Including Related Income Tax Provisions), as of March 2014 (U.S.) Federal Income Taxation of Decedents, Estates and Trusts - 2015 CCH Tax Spotlight Series (U.S.) Federal Income Taxation of Estates, Trusts & Beneficiaries (2014 Supplement) (U.S.) Income Taxation of Fiduciaries and Beneficiaries (2014) (U.S.) Like-Kind Exchanges Under Code Section 1031 – CCH Tax Spotlight Series (U.S.) U.S. Master Estate and Gift Tax Guide (2015) If you would like more details about this product, or would like to order a copy online, please click here. Full Article
state plan Multistate Guide to Estate Planning (2014) (w/CD) By www.cch.ca Published On :: Thu, 12 Sep 2013 15:05:31 GMT Gives the estate planning professional instant access to the estate planning laws of all 50 states and the District of Columbia. In one comprehensive source, the Guide provides state-by-state guidance on how to minimize state taxes to preserve the multistate estate, achieve the desired disposition of property regardless of jurisdiction, resolve commonly encountered state law problems in estate practice, and assure asset protection. The easy-to-use format enables the estate planning professional to readily locate information concerning one state’s treatment of a particular issue (or compare the treatment required by several states) all on the same table. Each table is broken into detailed, separate analyses, which consist of a series of detailed questions. The tables are designed for state-by-state comparisons. All information in the new and updated charts generally reflects state laws in effect on May 31, 2013. In addition, the book contains a back-of-the book CD with the Advance Directives of all 50 states. Formal Will Requirements Proving Foreign Wills Nonresident Qualification as a Fiduciary Small Estates Procedure Will Substitutes The Rights of a Spouse Intestate Succession Asset Protection Rule Against Perpetuities Living Will Status of Children Conceived by Assisted Reproduction Techniques Contracts Resulting in State Taxation of an Estate's Income Income Tax Rates for Trusts & Estates State Inheritance, Estate, Generation Skipping Transfer, and Gift Taxes Related Products Estate & Gift Tax Handbook (2013) Estate & Retirement Planning Answer Book, 2014 Edition Like-Kind Exchanges Under Code Section 1031 - CCH Tax Spotlight Series State Tax Handbook (2014) If you would like more details about this product, or would like to order a copy online, please click here. Full Article
state plan Multistate Guide to Estate Planning (2013) (w/CD) By www.cch.ca Published On :: Mon, 29 Oct 2012 14:05:58 GMT Gives the estate planning professional instant access to the estate planning laws of all 50 states and the District of Columbia. In one comprehensive source, the Guide provides state-by-state guidance on how to minimize state taxes to preserve the multistate estate, achieve the desired disposition of property regardless of jurisdiction, resolve commonly encountered state law problems in estate practice, and assure asset protection. The easy-to-use format enables the estate planning professional to readily locate information concerning one state’s treatment of a particular issue (or compare the treatment required by several states) all on the same table. Each table is broken into detailed, separate analyses, which consist of a series of detailed questions. The tables are designed for state-by-state comparisons. All information in the new and updated charts generally reflects state laws in effect on May 31, 2012. In addition, the book contains a back-of-the book CD with the Advance Directives of all 50 states. 1. Formal Will Requirements 2. Proving Foreign Wills 3. Nonresident Qualification as a Fiduciary 4. Small Estates Procedure 5. Will Substitutes 6. The Rights of a Spouse 7. Intestate Succession 8. Asset Protection 9. Rule Against Perpetuities 10. Living Will 11. Status of Children Conceived by Assisted Reproduction Techniques 12. Contracts Resulting in State Taxation of an Estate's Income 13. Income Tax Rates for Trusts & Estates 14. State Inheritance, Estate, Generation Skipping Transfer, and Gift Taxes If you would like more details about this product, or would like to order a copy online, please click here. Full Article
state plan Estate Planning: Principles and Problems, Third Edition By www.cch.ca Published On :: Fri, 02 May 2014 13:34:58 GMT Published: October 2011 This coursebook features a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations. A forms supplement on CD is an additional tool for giving students practice with drafting exercises. Topics covered: Tax Relief Unemployment Insurance Re-authorization Job Creation Act of 2010 Same-sex marriage and planning Uniform Probate Code’s 2008 changes dealing with definitions of children Durable powers of attorney and medical care directives, including “persistent vegetative state” Retirement asset tax planning material Trust “decanting” Family offices and private trust companies Pet Trusts If you would like more details about this product, or would like to order a copy online, please click here. Full Article
state plan Estate Planning with Life Insurance, 5th Edition By www.cch.ca Published On :: Mon, 06 Oct 2008 16:43:34 GMT This popular guide provides critical insight into the many roles life insurance plays in Estate Planning. An essential reference for anyone involved in estate planning, this book will demonstrate how life insurance can assist your clients in securing lifetime financial success and establishing a strong legacy. This handy reference includes: A comprehensive Estate Planning Fact Finder How to resolve and plan for estate liquidity needs The role of corporate-owned life insurance in estate and business planning Detailed strategies for funding buy/sell agreements Insurance needs and succession planning for owners of family businesses The use of life insurance in planning with trusts The role of life insurance in charitable giving New for this edition: Discussion of new income tax rules for 10/8 policies and leveraged insured annuities Discussion and planning issues regarding recent CRA statements on corporate ownership and beneficiary designations Review of proposed new rules for exempt life insurance policies Expanded commentary regarding the transfer of insurance policies between corporations and shareholders Update on changes to dividend tax rates and the capital gains exemption Expanded commentary on post-mortem tax planning including “pipeline” planning Detailed new section on family shareholders agreements Review of new rules affecting retirement compensation arrangements Important new cases concerning shareholder disputes and dependant and spousal support claims Expanded case studies Glenn Stephens LLB, was called to the Ontario Bar in 1982 and spent two years with a major accounting firm before joining the insurance industry as a tax and estate planning consultant. Glenn subsequently became a partner in a Toronto law firm before returning to the insurance industry in 1996 as a tax and estate planning consultant to a major Canadian insurance distributor. Glenn is a Director, Planning Services with PPI Advisory in Toronto, and provides tax and legal support to PPI Associates across Canada. He has been with PPI since 2004. Glenn has leIf you would like more details about this product, or would like to order a copy online, please click here. Full Article
state plan Estate Planning (2013 Edition) (U.S.) By www.cch.ca Published On :: Mon, 29 Oct 2012 13:40:52 GMT Estate Planning provides the most encyclopedic coverage of estate planning practice, from complex transfer tax laws and essential strategy to inter vivos gifts and post-mortem activities. Providing indepth analysis and expert guidance on the various arrangements that may be employed to dispose of wealth, this valuable reference offers exhaustive coverage of the law, strategies, and practices needed to create a comprehensive estate plan, including advice on opportunities to escape or shift the tax burden in scores of typical and not-so-typical situations. Volume One Chapter 1 Introduction Chapter 2 Intestacy: Estate Plans by Operation of State Law Chapter 3 Wills as Estate Planning Instruments Chapter 4 Trusts as Estate Planning Instruments Chapter 5 Income Taxation of Trusts, Estates, Grantors and Beneficiaries Chapter 6 Inter Vivos Transfers Chapter 7 Wealth Transfer Taxation of Inter Vivos Transfers Volume Two Chapter 8 Nonprobate Transfers: Life Insurance Chapter 9 Nonprobate Transfers: Retirement Benefits Chapter 10 Concurrent Interests Chapter 11 Future Interests Chapter 12 Powers of Appointment: Building Flexibility Into the Plan Chapter 13 Marital Deduction Planning Chapter 14 Charitable Deduction Planning Chapter 15 Postmortem Estate Planning: Administration and Compliance Related Products Estate & Gift Tax Handbook (2014) (U.S.) Estate & Retirement Planning Answer Book, 2015 Edition (U.S.) Family Foundation Handbook (2014) (US) Federal Estate & Gift Taxes: Code & Regulations (Including Related Income Tax Provisions), as of March 2014 (U.S.) Federal Income Taxation of Decedents, Estates and Trusts - 2015 CCH Tax Spotlight Series (U.S.) Federal Income Taxation of Estates, Trusts & Beneficiaries (2014 Supplement) (U.S.) Income Taxation of Fiduciaries and Beneficiaries (2014) (U.S.) Like-Kind Exchanges Under Code Section 1031 – CCH Tax Spotlight Series (U.S.) Multistate Guide to Estate Planning (2015) (w/CD) If you would like more details about this product, or would like to order a copy online, please click here. Full Article
