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International Estate Planning Strategies: Leading Lawyers on Understanding Client Needs, Incorporating Foreign Assets, and Overcoming Tax Issues (Inside the Minds)
Multiple Authors
Paperback. West, Aspatore Books 2011-10-03.
ISBN 9780314279286
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Förlagets beskrivning
International Estate Planning Strategies provides an authoritative, insider's perspective on key strategies for aiding US and international clients in developing comprehensive estate plans. Featuring partners from some of the nation's leading law firms, these experts guide the reader through the process of getting to know the client and gathering all the necessary information before drafting a plan. These top lawyers offer their advice for collaborating with a team of advisors, developing innovative strategies, and ensuring all of the client's assets are incorporated. From minimizing taxation to dealing with foreign trusts, these authors discuss the steps for creating and updating effective international estate plans. Additional topics include the importance of increased transparency and staying up-to-date on changes in the area of trusts and estates. 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 around the keys to success within this ever-evolving field.
Inside the Minds provides readers with proven business and legal intelligence from leading C-Level executives and lawyers. Each chapter offers thought leadership and expert analysis on an industry, profession, or topic, providing a future-oriented perspective and proven strategies for success. Each author has been selected based on their experience and C-Level standing within the business and legal communities.
Chapters Include:
1. Stephanie E. Heilborn, Partner, Fulbright & Jaworski LLP - "Helping Clients and Staying Up-To-Date as an International Estate Planner"
2. Michelle Bontems Graham, Partner, Luce Forward Hamilton & Scripps LLP - "Staying on Top of Changing Laws in the International Estate Planning Arena"
3. Brent M. Gunderson, Founding Partner, Gunderson Denton & Peterson PC - "Successful Communication and Collaboration to Create and Maintain an Effective International Estate Plan"
4. Matthew J. Shea, Principal, Gray Plant Mooty Mooty & Bennett PA - "A Brief Overview of Estate Planning in the International Arena"
5. Howard W. Neiswender, Partner, Balch & Bingham LLP - "Updating International Estate Plans in Light of New Legal and Political Developments"
Appendices Include:
Appendix A: Canada Treaty - Language
Appendix B: Sample QDOT Provisions for Trust
Appendix C: Estate Analysis Questionnaire
Appendix D: International Will Certificate
Appendix E: Hague Convention Conference Resolutions
Appendix F: Planning Questionnaire
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International Estate Planning Strategies: Leading Lawyers on Understanding Client Needs, Incorporating Foreign Assets, and Overcoming Tax Issues
Bokrecensioner » International Estate Planning Strategies: Leading Lawyers on Understanding Client Needs, Incorporating Foreign Assets, and Overcoming Tax Issues (Inside the Minds)
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