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Estate Planning Client Strategies, 2010 ed.: Leading Lawyers on Evaluating the Latest Trends, Addressing Client Concerns, and Developing an Estate Plan in Uncertain Times (Inside the Minds)
Multiple Authors
Paperback. Thomson West, Aspatore Books 2010-07-01.
ISBN 9780314267757
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Förlagets beskrivning
Estate Planning Client Strategies provides an authoritative, insider's perspective on best practices for working with clients on estate planning during today's economic and political environment. Featuring experienced partners from law firms across the nation, these experts guide the reader through the challenges currently affecting trusts and estates practitioners, including recent legislation, the growing baby boomer generation, the economic crisis, and the federal estate tax. These top lawyers give tips on developing a successful estate plan, with advice on preventing common mistakes, using the correct language, selecting the appropriate trusts, and avoiding litigation. From understanding client wishes and addressing concerns to working with unique family situations and integrating family counseling techniques, these experts reveal proven strategies for advising clients on the intricacies of estate planning. Additionally, these leaders discuss the rapidly growing areas of estate planning and how to take advantage of them. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts on the keys to success within this dynamic field.
Inside the Minds provides readers with proven business intelligence from C-Level executives and lawyers (Chairman, CEO, CFO, CMO, Partner) from the world's most respected companies and firms nationwide. Each chapter is comparable to an essay/thought leadership piece and is a future-oriented look at where an industry, profession, or topic is heading and the most important issues for the future. Each author has been selected based upon their experience and C-level standing within the professional community.
Chapters Include:
1. Mario Santilli Jr., Director, Cohen & Grigsby PC - "Changing Estate Planning Concerns in a Challenging Economy"
2. Bruce L. Stout, Partner, Huddleston Bolen LLP - "The Estate Tax and Beyond: Current Concerns and Challenges"
3. Brian D. Bixby, Partner and Co-Chair, Private Client Group, Burns & Levinson LLP - "Working with Clients on Estate Planning During an Uncertain Tax Environment and Thereafter"
4. Gregory N. Barrick, Shareholder, Durham Jones & Pinegar PC - "A Family-Centered Approach to Estate Planning"
5. Charles A. DeGrandpre, Senior Director, McLane, Graf, Raulerson & Middleton PA - "Advising Families on the Complexities of Estate Planning: A Family Counselor's Viewpoint"
6. Clayton W. Chan, Shareholder, Winthrop & Weinstine PA - "The Estate Planning Practice in Today's Challenging Times"
7. Stephen R. Sloan, Shareholder, Van Cott, Bagley, Cornwall & McCarthy - "Navigating an Uncertain Estate Planning Environment"
Appendices Include:
Appendix A: Sample Last Will and Testament (Disclaimer)
Appendix B: Sample Last Will and Testament (Marital Trust with Minors)
Appendix C: Sample Living Trust
Appendix D: Estate Planning Questionnaire
Appendix E: Estate Tax Return Questionnaire
Appendix F: Historic AFR/7520 (January 2000 to December 2009)
Appendix G: Charitable Lead Annuity Trust Examples
Appendix H: Confidential Client Data Sheet
Appendix I: No Contest Will and Trust
Appendix J: Internal Revenue Code § 2518 Disclaimers
Appendix K: Internal Revenue Code § 6166
Appendix L: Internal Revenue Code § 303
Appendix M: Estate Planning Client Intake Form
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Estate Planning Client Strategies, 2010 ed.: Leading Lawyers on Evaluating the Latest Trends, Addressing Client Concerns, and Developing an Estate Plan in Uncertain Times
Bokrecensioner » Estate Planning Client Strategies, 2010 ed.: Leading Lawyers on Evaluating the Latest Trends, Addressing Client Concerns, and Developing an Estate Plan in Uncertain Times (Inside the Minds)
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