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Pierce County Law Library
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titles matched:
Estate planning -- United States.
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41.
International tax and estate planning - what to avoid and how to plan for your clients / program chair, Robert V. Boeshaar; presented in partnership with the Taxation Section.
[Seattle, Wash.]: Washington State Bar Association, c2013.
Contents:
International estate planning / Mehrdad Ghassemieh -- Global international tax reform & OECD action plan / Brett A. Weaver -- International tax compliance issues / Darek M. Jarski -- Trust and estate litigation: estate planning from a litigator's perspective and current issues / Sheila Ridgway, Kristen L. Fisher -- While the partners are away / Kristina M. Ash, Liam D. Crane.
Notes:
December 17, 2013.
Presented in partnership with the Taxation Section.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Seminar materials
KF748.A75 I5 2013 CLE
Checked in
42.
Checklist for family survivors : a guide to practical and legal matters when someone you love dies / Sally Balch Hurme.
by
Hurme, Sally Balch, author.
Chicago, Illinois : American Bar Association, Senior Lawyers Division : [Washington, DC] : AARP Real Possibilites, [2014]
Contents:
Do first things first -- Get organized for what comes next -- Build a team you can rely on -- Apply for survivor's benefits -- Find out what's at the bank -- Learn what's available in investments -- Check on insurance benefits -- Stay put in your home for now -- Pay debts -- Sort through the stuff and papers -- Get ready for probate -- Take care of yourself.
Notes:
Accompanying CD-ROM contains forms.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Online & discs
KF765 .H8 2014
Available for use
Pierce County Law Library
Reading Room
KF765 .H8 2014
Available for use
43.
Income taxation of trusts and estates / by Alan S. Acker.
by
Acker, Alan S., 1953-
Arlington, VA : Tax Management, c2014-
Contents:
Scope of Portfolio and Subchapter J -- Theory and overview -- A working difinition of estates and trusts -- General taxation rules -- Special rules for estates and trusts.
Notes:
"provides comprehensive coverage of the rules governing the gross income and exclusions of an estate or trust, allowable deductions, and credits. The Portfolio also discusses the net investment income tax in effect for tax years beginning in 2013, insofar as it applies to trusts and estates. The Portfolio includes a detailed discussion of the rules concerning the interrelationship of the taxation of estates and trusts and their beneficiaries. The concept of distributable net income and its applicability in determining the taxation of simple trusts, complex trusts, and estates and their respective beneficiaries are analyzed in depth...." - p. iii.
"Revises and supersedes 852-3r T.M."--Cover.
Kept up to date with replacement pages.
Update frequency:
Updated irregularly.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Reading Room
KF6289.A1 T35 no. 852-4th
Checked in
44.
Asset protection strategies & forms / by Dustin I. Nichols, Mark A. Ziebold.
by
Nichols, Dustin I.
Costa Mesa, CA : James Pub. c2018.
Contents:
Purpose & methods -- Fraudulent transfers -- Strategic planning -- Domestic trusts -- International asset protection trusts (IAPTs) -- Titling of assets & family law -- Corporations -- Family limited partnerships (FLPs) -- Family limited liability companies (LLCs) -- Insurance -- Techniques and examples -- Trust and entity administration.
Notes:
Includes bibliographical references and index.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Reading Room
KF1539 .N5 2018
Checked in
45.
Estate planning for owners of closely held business interests / by Louis A. Mezzullo.
by
Mezzullo, Louis A. 1944-
Arlington, VA : Tax Management Inc., 2014-
Contents:
Transfer of closely held business interest -- Payment of estate taxes -- Estate planning for S corporations -- Estate planning for partnerships and LLCs taxed as partnerships.
Notes:
"... designed as a guide to the lifetime and post-mortem estate planning techniques primarily applicable to the owners of interests in closely held businesses." -- p. iii.
"This portfolio revises and supersedes 809 T.M.-3rd"--Cover.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Reading Room
KF6289.A1 T35 no. 809-4th.
Available for use
46.
Ethical issues in international estate planning/ by Michael A. Heimos and Christopher M. Reimer.
by
Heimos, Michael A.
Arlington, VA : Tax Management Inc., c2015-
Contents:
Introduction -- Competence -- International representation and the unauthorized practice of law -- Foreign counsel and legal consultants -- International advertising -- Avoiding providing assistance to fraudulent or criminal activities.
Notes:
"..discusses professional responsibility issues that tend to arise when an estate planning practice crosses international boundaries. Many of the ethical standards applicable to estate planning lawyers in general apply to international estate planning. But this Portfolio focuses on issues of special concern for international planning." p. iii.
Kept up to date with replacement pages.
Update frequency:
Updated irregularly.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Reading Room
KF6289.A1 T35 no.872
Available for use
47.
ABA consumer guide to asset protection : a step-by-step guide to preserving wealth / Jeffrey Matsen.
by
Matsen, Jeffrey R., author.
Chicago, Illinois : American Bar Association, 2015.
Contents:
Introduction -- Why plan?: the need for asset protection -- The limitations -- The ladder of success -- Step one on the ladder: the operating business entity -- Step two on the ladder: basic estate planning -- Step three on the ladder: bankruptcy considerations, exemptions, and marital planning -- Step four on the ladder: liability protective entities for investment assets -- Step five on the ladder: domestic asset protection trusts and modular planning utilizing LLCs -- Step six on the ladder: the offshore asset protection trust and the modular planning that accompanies it -- Advanced estate planning techniques -- Just what the doctor ordered: some special issues and strategies for physicians and dentists -- Climbing the ladder and putting it all together.
Notes:
Includes index.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
reference stacks
KF1539 .M3 2015 ref.
Available for use
48.
Estate planning for same-sex couples / Joan M. Burda.
by
Burda, Joan M., 1952- author.
Chicago, Illinois : American Bar Association, Solo, Small Firm and General Practice Division, c2015.
Contents:
Representing LGBT clients -- Post-Windsor LGBT legal issues -- LGBT relationships in a post-Obergefell world : marriage, civil unions and domestic partnerships -- Basic estate planning -- Trusts -- Advance directives -- Estate planning involving non-U.S.-citizen spouses -- Avoiding probate -- Children -- Assisted reproductive technology and estate planning -- Prenuptial agreements and domestic partnership agreements -- Silver threads inside the rainbow : lesbian, gay, bisexual and transgender seniors -- Public and private benefits (federal and state) -- Odds and ends -- Appendix A. Forms -- Appendix B. Resources.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Reading Room
KF750 .B8 2015
Checked in
49.
Retained powers (sections 2036(a)(2) and 2038) / by Henry J. Lischer, Jr. (Emeritus Professor of Law, Dedman School of Law, Sourthern Methodist University, Dallas, Texas.
by
Lischer, Henry J.
Arlington, VA : Tax Management, c2008-
Contents:
Detailed analysis. Introduction -- Section 2036(a)(2) -- Section 2038 -- Comparison of scopes of [section] 2036(a)(2) and [section] 2038 -- Elements Common to [section] 2036, [section] 2037 and [section] 2038 -- Table of worksheets.
Notes:
"... is concerned with lifetime transfers with respect to which the transferor retains or possesses at death one or more rights or powers over possession or enjoyment. If such a right or power exists at the death of the transferor, one or both of [section] 2036(a)(2) or [section] 2038 may cause all or a portion of the transferred property to be included in the gross estate of the decedent."
Kept up to date with revision pages. 500 "This portfolios revises and supersedes 50-6th T.M."
"This portfolios revises and supersedes 50-6th T.M."
" "Bloomberg BNA"--Cover.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Reading Room
KF6289.A1 T35 no.876
Available for use
50.
Retained beneficial interests (sections 2036(a)(1) and 2037) / by Henry J. Lischer, Jr. (Emeritus Professor of Law, Dedman School of Law, Sourthern Methodist University, Dallas, Texas.
by
Lischer, Henry J.
Arlington, VA : Tax Management, c2008-
Contents:
Detailed analysis. Introduction -- Section 2036(a)(1) -- Section 2037 -- Elements common to [section] 2036, [section] 2037 and [section] 2038 -- Table of worksheets.
Notes:
"... is concerned with lifetime transfers with respect to which the transferor retains at death one or more specified beneficial interests in the property transferred during life. If such an interest is retained at the death of the transferor, one or both of [section] 2036(a)(1) or [section] 2037 may cause all or a portion of the transferred property to be included in the gross estate of the decedent."
Kept up to date with revision pages. 500 "This portfolios revises and supersedes 52 T.M."
"This portfolios revises and supersedes 50-6th T.M."
" "Bloomberg BNA"--Cover.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Reading Room
KF6289.A1 T35 no.877
Available for use
means this library owns a copy
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