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Pierce County Law Library
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titles matched:
Estate planning -- United States.
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1.
Asset protection : legal planning, strategies, and forms / Peter Spero.
by
Spero, Peter.
Valhalla, NY : Warren, Gorham & Lamont/RIA, c2001-
Contents:
v.1 Attorney liability --- Fraudulent transfer laws -- Family law -- Estate planning annuities and trusts -- Spendthrift and other protective trusts -- Foreign trusts -- Choice of entity -- Partnerships -- Limited liability companies -- Corporations -- v.2 Bankruptcy and state court proceedings -- Asset protection and tax planning for specific assets -- Elder law and disabilities law.
Notes:
Includes index.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Online & discs
KF1539 .S64
Available for use
Pierce County Law Library
Reading Room
KF1539 .S64
Available for use
Pierce County Law Library
Reading Room
KF1539 .S64
Available for use
2.
Wills / Lawrence P. Keller.
by
Keller, Lawrence P., 1945-
Eagan, Minnesota : Thomson Reuters, c2016--
Contents:
Chapter 1. "Wills” explained -- Chapter 2. Important articles for every will -- Chapter 3. General considerations regarding wills and testamentary trusts -- Chapter 4. Planning with traditional A/B trusts and with portability -- Chapter 5. Simple wills which do not contain trust provisions -- Chaptr 6. Wills containing trust provisions which are not traditional applicable exclusion or marital deduction trusts -- Chapter 7. Two wills with flexible QTIP planning: the “One-Lung QTIP Trust” and the “Clayton Contingent QTIP Trust” -- Chapter 8. Wills with traditional pre-residuary marital deduction and residuary applicable exclusion dispositions -- Chapter 9. Wills with traditional pre-residuary applicable exclusion dispositions and residuary marital deduction dispositions -- Chapter 10. Wills with disclaimer provisions -- Chapter 11. Spousal companion wills or wills with pour-over provisions -- Chapter 12. Wills with a primary objective of charitable giving -- Chapter 13. Optional will clauses -- Appendices Appendix A. Federal estate tax Appendix B. All states’ eEstate, inheritance, and generation-skipping tax laws Appendix C. Generation-skipping tax—discussion of federal law Appendix D. Same-sex marriages Appendix E. State legislation regarding will execution requirements of each state Appendix F. Who may be a fiduciary? eligibility requirements and preferences Appendix G. Uniform Gifts to Minors Act/Uniform Transfers to Minors Act state legislation summary Appendix H. Pour-over provisions in wills Appendix I. Incorporations by reference Appendix J. Simultaneous death statutory provisions Appendix K. Drafting for trustee’s power to adjust and for trustee’s power to make a unitrust election Appendix L. Beneficiary designations for life insurance plans and employee benefit plans.
Notes:
Includes index.
Description based on: T.p., rel. #8, 3/99.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Online & discs
KF755.A65 K45
Checked in
Pierce County Law Library
Reading Room
KF755.A65 K45
Checked in
3.
New probate & estate planning related legislation : plus funding, distribution & tax workshop for estate planners / program co-chairs, Watson B. Blair, Thomas M. Culbertson ; sponsored by the Continuing Legal Education Committee and the Real Property, Probate & Trust Section of the Washington State Bar Association.
[Seattle, Wash.] : Washington State Bar Association, c1997.
Notes:
Seattle Center, Seattle, September 12, 1997.
Spokane Center, Spokane, September 18, 1997.
4.
Family estate planning guide / by Frederick K. Hoops, Frederick H. Hoops, III.
by
Hoops, Frederick K.
Deerfield, IL : Clark Boardman Callaghan, 1994-
Supplement note:
Annual updates.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Reading Room
KF750.H66 2018
Checked in
Pierce County Law Library
Reading Room
KF750.H66 2018
Checked in
5.
Counseling older clients / Alison Barnes, A. Frank Johns, Nathalie Martin.
by
Barnes, Alison McChrystal, 1958-
Philadelphia, PA : American Law Institute-American Bar Association, Continuing Professional Education, c2005
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Reading Room
KF476.B3 2005
Checked in
6.
A practical guide to buy-sell agreements / Stephen R. Akers, Myron E. Sildon.
by
Akers, Stephen R.
Philadelphia, PA : American Law Institute-Amercian Bar Association Committee on Continuing Professional Education, 2002.
Contents:
Overview of approach toward business succession planning -- Checklist of planning techniques for the family business - what tools are in the toolbox? -- Planning considerations for buy-sell agreements --Parties to the agreement: corporate redemption, cross-purchase, or hybrid -- Transfer restrictions and provisions as to triggering events and manner of sale --Valuation -- Funding -- Payment method --Application of section 83 to stock acquired subject to buy-sell agreements --Partnership buy-sell provisions -- Limited liability company buy-sell provisions -- Special S corporation buy-sell provisions --Recapitalizations -- Additional techniques to enhance the buy-sell agreement -- Miscellaneous planning considerations -- Ethical considerations in estate and business planning -- Summary -- Sample provisions.
Notes:
Includes index.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Reading Room
KF1448 .A34 2002
Checked in
7.
Pre-mortem estate planning checklist / Edward S. Schlesinger, Robert D. Howard.
by
Schlesinger, Edward S.
Philadelphia, PA : American Law Institute-American Bar Association Committee on Continuing Professional Education, c2003-
Contents:
Initial steps -- Will and revocable trust agreement -- Facilitating estate and revocable trust administration -- Estate tax -- Gift tax -- Generation-skipping tax -- Income tax -- Insurance -- Employee benefits -- Business interests -- Fiduciary relations.
Notes:
System requirements for accompanying CD-ROM: word processing software.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Online & discs
KF750.Z9 S34
Available for use
Pierce County Law Library
Reading Room
KF750.Z9 S34
Checked in
8.
The family limited partnership deskbook : forming and funding FLPs and other closely held business entities / by David T. Lewis, Andrea C. Chomakos.
by
Lewis, David T., 1965-
[Chicago] : American Bar Association, c2007.
Contents:
Family limited partnerships in estate planning -- Family limited partnership basics -- Substantiating discounts and reporting requirements -- Taxation of partnerships basics -- Using the basic technique -- Forming and maintaining the entity -- Drafting the operating agreement or partnership agreement -- Transfers of partnership interests : making the assignment -- Maintaining Integrity of the entity and what can go wrong.
Notes:
Includes index.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Online & discs
KF1380 .L49 2007
Checked in
Pierce County Law Library
Reading Room
KF1380 .L49 2007
Checked in
9.
An estate planner's guide to qualified retirement plan benefits / Louis A. Mezzullo.
by
Mezzullo, Louis A., 1944-
Chicago, IL : Section of Real Property, Probate, and Trust Law, American Bar Association, c2007.
Contents:
Introduction -- Penalty taxes -- Income taxation of benefits -- Transfer taxes -- Spousal rights -- Plannning.
Notes:
Cover title.
Accompanied by CD-ROM computer disc containing material found in appendices.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Online & discs
KF750 .M4 2007
Checked in
Pierce County Law Library
Reading Room
KF750 .M4 2007
Checked in
10.
Introduction to estate planning in a nutshell / by Robert J. Lynn, Grayson M.P. McCouch.
by
Lynn, Robert J.
St. Paul, MN : Thomson/West, c2004.
Notes:
Includes index.
Location
Collection
Call No.
Status
Due Date
Pierce County Law Library
Reading Room
KF750 .L9 2004
Checked in
means this library owns a copy
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