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Pierce County Law Library
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titles matched:
Estate planning -- United States.
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51.
Ethical rules for estate planning lawyers : conflicts, confidentiality and other issues / by John R. Price.
by
Price, John R.
Washington, D.C. : Tax Management, c2016.
Notes:
"Revises and supersedes 801-2nd T.M."--Cover.
[This Portfolion revises Price, John R. (John Richard). Conflicts, confidentiality, and other ethical considerations in estate planning. Washington, D.C. : Tax Management Inc., ©2007- (DLC) 2007250102 (OCoLC)156785387 9781558715745
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Reading Room
KF6289.A1 T35 no. 801-3rd
Available for use
52.
Mediation for estate planners : managing family conflict / Susan N. Gary, editor.
Chicago, Illinois : American Bar Association, Section of Real Property, Trust & Estate Law, [2016]
Contents:
An introduction to mediation for estate planners / Alexandra Carter -- Focus on facilitative mediation : what estate planners and fiduciaries need to know / Roselyn L. Friedman -- Ethics in mediation / Michael D. Simon -- A mediator's perspective : situations mediators may face / Ellen F. Kandell -- A lawyer's perspective : preparing a client for mediation / Kurt A. Sommer -- Mediation and property issues in the estate planning process / Lela P. Love and Stewart E Sterk -- Mediation of disputes after death / Susan N. Gary -- Using mediation in guardianship cases involving adults with diminished capacity / Mary F. Radford-- Bioethics mediation / Ellen A. Waldman -- Using mediation to address beneficiary complaints / Robert Whitman -- Transferring the family business / Scott R. Peppet -- Sibling and cousin rivalries in the business setting / Louis A. Mezzullo and Susan N. Gary -- The importance of family in a family business / Gerald Le Van -- Arbitration of estate and trust disputes / John T. Rogers, Jr. -- Practice materials / Upchurch Watson White and Max -- Other resources / Susan N. Gary.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Reading Room
KF750 .M43 2016
Checked in
53.
Price on contemporary estate planning / John R. Price, Samuel A. Donaldson.
by
Price, John R. (John Richard)
Chicago, IL: CCH; c2020.
Contents:
Professional responsibility and estate planning -- Basic transfer tax laws and estate planning strategies -- Concurrent ownership and nontestamentary transfers -- Wills and related documents -- The gift and estate tax marital deductions -- Life insurance -- Planning lifetime noncharitable gifts -- Gifts to charitable organizations -- Limiting estate size through intrafamily transactions -- Trusts -- Closely-held business interests -- Post-mortem planning.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Reading Room
KF750 .P7 2020
Available for use
54.
Fall probate and trust seminar : updates, planning and disputes / program co-chairs, Jessica C. Allen, A. Paul Firuz, Tiffany Gorton; presented by WSBA CLE in partnership with the RPPT Section.
by
Allen, Jessica C.
[Seattle, Wash.] : Washington State Bar Association, 2016.
Contents:
Medicaid and special needs planning: practice tips when a client is elderly or disabled -- Modern family: wrongful death considerations in probate -- Real property practice tips for estate planning and probate attorneys -- Trust and estate disputes-TEDRA -- Powers of attorney: digital asssets and partnership audit -- An ethical review of representing trusts and estates: who is the client?
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Seminar materials
KF750 .A2 R42 2016 CLE
Checked in
55.
Protecting assets while qualifying for Medicaid : Vancouver, Washington, June 20, 2017 / Julie Hines, Joshua A. Pops, David H. Rorden, Robert Taylor-Manning.
Eau Claire, WI.: National Business Institute, Inc.; c2017.
Contents:
Applying for Medicaid: the four eligibility requirements -- Pre-need asset planning -- Crisis planning and assistance -- Trust-based medicaid planning in detail -- Using special needs trusts: sample trust review -- Applied legal ethics.
Notes:
Vancouver, WA, June 20, 2017.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Seminar materials
KF3608 .P66 N55 2017 CLE
Checked in
56.
An estate planner's guide to buy-sell agreements for the closely held business / Louis A. Mezzullo.
by
Mezzullo, Louis A., 1944- author.
Chicago, Illinois : American Bar Association, [2017]
Contents:
Objectives of a buy-sell agreement -- Planning considerations -- Establishing the value for estate tax purposes -- Other tax considerations -- Special considerations for S corporations -- Special considerations for partnerships -- Special considerations for professional corporations -- Considerations in valuing interests in closely held businesses -- Special considerations applicable to family-owned businesses.
Notes:
Includes index.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Reading Room
KF750 .M49 2017
Checked in
57.
How to protect your family's assets from devastating nursing home costs : medicaid secrets / K. Gabriel Heiser.
by
Heiser, Kenneth Gabriel.
Laredo, TX : Phylius Press, 2017.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
reference stacks
KF3608 .P66 H4 2017
Available for use
58.
Elder law answer book / Robert B. Fleming, Lisa Nachmias Davis.
by
Fleming, Robert B.
New York : Wolters Kluwer, c2017.
Contents:
Part I. Establishing And Managing An Elder Law Practice -- Practice considerations -- Ethical issues in client representation -- Part II. Estate And Retirement Planning -- Retirement planning -- Non-tax aspects of estate planning: wills, trusts, and other transfers of property upon death -- Estate planning -- Part III. Fiduciary Administration -- Disposition of property at death: postmortem administration -- Trust administration -- Special needs trusts -- Part IV. Delegation Of Decision Making And Protection Of The Elderly -- Powers of attorney -- Patient autonomy and self-determination -- Guardianship and protective proceedings -- Elder abuse, neglect, and exploitation -- Part V. Paying For Medical And Long-Term Care -- Long-term care and residential options -- Paying privately for long-term care: long-term care insurance -- Medicare -- Medigap, private health insurance, and health care reform -- Medicaid benefits -- Part VI. Income For The Disabled And Elderly And Their Families -- Social security, railroad retirement, and other government pensions -- SSI and other needs-based income support programs -- Veterans and other military benefits -- Reverse mortgages and other nonbenefit sources of funding -- Part VII. Rights Of Seniors And Those With Disabilities -- Age and disability discrimination -- Grandparents' rights.
Notes:
Includes index.
Supplement note:
Kept up to date by annual replacement of contents.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Reading Room
KF476 .F84 2017
Available for use
59.
Advanced LLC issues / by Mark D. Kimball, ... [et al.]
by
Kimball, Mark D.
Eau Claire, WI : National Business Institute, 2017
Contents:
Current Washington updates and emerging trends -- Advanced tax issues for LLCs -- Understanding the world of fiduciary obligations -- Forming an LLC to purchase real estate -- Walking the ethical line -- Mastering estate planning issues.
Notes:
"Seattle, Washington - September 25, 2017"
NBI # 76324
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Seminar materials
KF1380 .A45 2017 CLE
Available for use
60.
Tax stretegies for estate, retirement and financial planning / authors, Kristina Ash, John M. Colvin, Brian G. Isaacson ...[et.al.]
Eau Claire, WI : National Business Institute (NBI), 2018.
Contents:
Top lifefime transfer strategies to reduce taxes -- Valuation of assets: how to protect clients from tax penalties -- Using LLCs and partnerhsips (pass-through entities) to your client's advantage -- Tax strategies in retirement planning -- Defensive wealth planning techniques: protecting against creditors and the IRS -- Tax regulatory update -- Charitable giving as a tax tool -- Ethical considerations -- Cross-border tax issues every estate planner needs to know.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Seminar materials
KF750.A2 .T54 2018
Checked in
means this library owns a copy
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