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Best Practices for Structuring Trusts and Estates, 2014 ed.: Leading Lawyers on Drafting a Flexible Plan, Protecting the Client's Assets, and Leveraging Tax Strategies (Inside the Minds)
Best Practices for Structuring Trusts and Estates 2014 ed Leading Lawyers on Drafting a Flexible Plan Protecting the Client's Assets and Leveraging Tax Strategies - Inside the Minds Author:Multiple Authors Best Practices for Structuring Trusts and Estates provides an authoritative, insider's perspective on helping clients develop appropriate estate plans in light of recent trends and new legislation, such as the American Taxpayer Relief Act of 2012. Featuring experienced partners from law firms across the nation, these experts guide the reader thr... more »ough changes to gift taxes, new portability rules, and types of trusts in estate planning. These top lawyers offer specific advice on helping clients choose a trustor and trustee, utilizing mediation to address potential issues, and updating strategies to comply with changes in legislation. From avoiding probate to dealing with the familial and financial needs of the client, these experts identify common challenges in estate planning, and stress the importance of developing a strong attorney-client relationship. 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 rapidly-changing legal 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. Paul A. Silver, Partner, Hinckley Allen & Snyder LLP - "Minimizing the Costs of the Client's Testamentary Goals: Incorporating Flexibility and Savings into Your Estate Planning Strategies"
2. John M. Hemenway, Founding Partner, Bivins & Hemenway PA - "Adapting to the Changing Concerns of Trusts and Estates Clients in the Current Planning Environment"
3. Bette B. Epstein, Partner, Reed Smith LLP - "The Use of Mediation in Addressing Estate Planning Issues and Resolving Trust and Estate Administration Disputes"
4. Rose K. Wilson, Shareholder, Chamberlain Hrdlicka White Williams & Aughtry - "Strategies Addressing the Increase in Demand for Business Succession and Asset Protection Planning"
5. Marianna W. Putnam Liddell, Partner, Pierce Atwood LLP - "Personalizing the Estate Planning Process"
6. G.P. Diminich, Partner, Smith Moore Leatherwood LLP - "New Concerns for Today's Trust and Estate Planners and their Clients: Effective Planning with the American Taxpayer Relief Act of 2012"
7. Miles C. Padgett, Partner, Kozusko Harris Duncan - "Responding to New Challenges for Today's Trusts and Estates Attorneys"
8. Mara M. Erlach, Attorney, McCormick Barstow LLP - "Best Practices for Utilizing Trusts in Light of Law Changes"
Appendices Include:
Appendix A: IRS Revenue Ruling 2013-17
Appendix B: Summary of 26 U.S.C. Section 1014 Basis of Property Acquired from a Decedent
Appendix C: Summary of 26 U.S.C. Section 1411 Imposition of Tax
Appendix D: Sample Estate Planning Questionnaire
Appendix E: Sample Estate Planning Questionnaire-Single Person
Appendix F: Sample Estate Planning Questionnaire-Married Couple« less