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Pierce County Law Library
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Estate planning -- United States.
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71.
2018 fall probate and trust seminar : advanced topics in Washington estate planning and administration / program co-chairs, Anna M. Cashman, Tiffany Gorton; presented by WSBA CLE in partnership with the WSBA RPPT Section.
Seattle, Wash. : Washington State Bar Association, 2018.
Contents:
Overview of the Expatriation Tax -- Washington estate planning -- Estate planning for the unusual: person, places and things -- QTIP election of a Washington Exemption Trust -- Prenuptual agreements: outside the four corners -- Creditor claims: tricks and traps -- What not to do: real life ethical violations in trust and estate practice. DRA -- 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 2018 CLE
Available for use
72.
Tax, estate, and lifetime planning for minors / edited by Carmina Y. D'Aversa.
Chicago : American Bar Association, [2019]
Contents:
Federal taxes : an overview / Susan A. Beveridge and Jon J. Gallo, updated by Katherine F. Coeyman -- State transfer and inheritance taxes / Robert M. Brucken -- Lifetime gifts to minors / Carmela T. Montesano, updated by Andrew P. Gidiere -- The role of life insurance in planning for minors -- Approaches to funding education / Aen Walker Webster, Christopher P. Cline, and Laura A. Baek -- Planning for the daily care of a minor in the event of an adult's incapacity or death / Naomi R. Cahn and Alyssa A. DiRusso -- Planning for the disabled minor child / Cynthia L. Barrett -- Transfer of retirement benefits / Svetlana V. Bekman -- Nontax considerations in testamentary transfers to minors / Susan N. Gary and Nancy E. Shurtz -- Special considerations in transfers to minor beneficiaries born as a result of reproductive technologies / Lisa Milot, T.J. Striepe, and Cynthia L. Barrett -- Management of a minor's digital assets in the event of incapacity or death / Naomi Cahn, Matt Savare, John Wintermute.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Reading Room
KF750 .T39 2019
Checked in
73.
An estate planner's guide to family business entities : family limited partnerships, limited liability companies, and more / Louis A. Mezzullo.
by
Mezzullo, Louis A., 1944-
Chicago, Ill. : Section of Real Property, Trust and Estate Law, American Bar Association, c2020.
Contents:
Introduction : estate planning objectives and techniques -- Using limited partnerships and LLCs to achieve nontax benefits -- Choice of entity : introduction -- Comparing S corporations with C corporations -- Comparing S corporations with partnerships (including LLCs) -- Comparing limited partnerships with LLCs -- Choosing the right entity -- Entity classification for federal tax purposes -- S corporations : estate planning issues -- Formation of the entity -- Special valuation rules under Chapter 14 -- Other transfer tax issues -- Grantor retained annuity trusts -- Installment sales to grantor trusts -- Overview of partnership taxation -- Drafting the operating agreement for an LLC -- Sample forms.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Online & discs
KF1380 .M39
Available for use
Pierce County Law Library
Reading Room
KF1380 .M39 2020
Available for use
74.
The lawyer's guide to family business succession planning : a step-by-step approach for lawyers, business owners, and advisors / Gregory Monday.
Chicago, IL : American Bar Association, Senior Lawyers Division, c2020.
Contents:
Overview -- Commencing the engagement -- Business value -- Business continuation plan -- Business Restructuring -- Business governance and ownership -- Key contracts -- Estate planning -- Retirement and exit planning -- Lifetime wealth transfers.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Reading Room
KF750 .M74 2020
Checked in
75.
Flexible trusts and estates for uncertain times / Jerold I. Horn.
by
Horn, Jerold I., 1941- author.
Chicago, Illinois : American Bar Association, [2021]
Contents:
Introduction -- The real attraction of bypass trusts -- The building blocks for payments to beneficiaries -- Use of exemptions -- Increase of basis -- Dispositive configurations -- Allocation of death costs -- Special dispositive provisions -- Different interests and powers but equal values for different children -- Special dispositive provisions for gifts during incapacity -- Severances of trusts into GST exempt, GST nonexempt, and other portions -- Special dispositive provisions miscellaneous -- Avoiding and attracting grantor-trust treatment -- Accomodation of code section 2032A assets -- Accomodation of S corporation stock -- Accomodation of qualified plans and IRA interests -- Inter vivos marital dispositions -- Integration of exempt and nonexempt dispositions -- Perpetuities and power-of-appointment issues -- Irrevocable life insurance trusts -- Trust management.
Notes:
Includes index.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Reading Room
KF730 .H67 2021
Available for use
means this library owns a copy
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