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 77 titles matched: Estate planning -- United States.
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 1.
Tax stretegies for estate, retirement and financial planning / authors, Kristina Ash, John M. Colvin, Brian G. Isaacson ...[et.al.]  This library owns a copy
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Eau Claire, WI : National Business Institute (NBI), 2018.
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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.
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LocationCollectionCall No.StatusDue Date
Pierce County Law LibrarySeminar materialsKF750.A2 .T54 2018Checked in 
 
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 2.
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.  This library owns a copy
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Seattle, Wash. : Washington State Bar Association, 2018.
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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?
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LocationCollectionCall No.StatusDue Date
Pierce County Law LibrarySeminar materialsKF750 .A2 R42 2018 CLEAvailable for use 
 
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 3.
55th Annual estate planning seminar/ program chair, Kirstin L. Thompson, program co-chair, Carla C. Wigen; sponsored by the Estate Planning Council of Seattle and Washington State Bar Association Continuing Legal Education;. This library owns a copy
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[Seattle, Wash.]: Washington State Bar Association, c2010.
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contents:  What's hot, what's not -- recent cases/rulings, and legislation involving life insurance -- Still Crummey after all these years -- Federal tax update ~ part one, federal tax developments ~ part two -- Fiduciaries and their lawyers: tempting targets in troubled times -- The not top 10 income tax problems estate planners encounter -- Bomb proofing the estate plan -- Washington state recent developments -- FLPs -- audit issues and how to approach audit -- Answers to your questions about international estate planning -- Can beneficiary happiness and trusts coexist? A discussion of intent vs. application -- FATF and the good practice guidance -- Lifetime estate planning for assets held in QTIP trusts -- Postmortem conceptions and its effects on estate planning -- Crunching the numbers for business owners when considering succession planning -- Blind, burial, business, blunderbusses, basset hounds and baby buskers: and introduction to lesser known but useful trusts -- Roth IRA conversions and estate planning with Roth IRAs -- Vulnerable adults -- new statute, opening for litigation -- Migrant client matters -- Do your community property agreements, health care directives and power ot attorney need a tune up? -- Oregon recent developments -- Conservation easements as an estate planning tool -- Planning with disclaimers: formula, QTIP, 2010 issues -- Medicaid planning update.
Notes: November 1 and 2, 2010.
Presented in cooperation with the Alaska Bar Association and the Utah State Bar.
LocationCollectionCall No.StatusDue Date
Pierce County Law LibrarySeminar materialsKF750.A75 A55 2010 CLE 2346Checked in 
 
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 4.
57th Annual estate planning seminar/ program chair, Randy Tanner, program co-chair, William E. "Bill" Whitaker; sponsored by the Estate Planning Council of Seattle and Washington State Bar Association Continuing Legal Education;. This library owns a copy
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[Seattle, Wash.]: Washington State Bar Association, c2012.
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contents:  What is the future for estate planners / Ronald D. Aucutt -- Take a look under the hood - audit tips / Stephanie Loomis-Price -- Federal tax update / Samuel A. Donaldson -- Valuations: a lawyer's perspective / Ellen Condera Dial -- Asset holding entities - IRS challenges / Christopher D. Cortese -- What is a CPA to do? business valuation issues / Philip R. Laube -- Perpetual dynasty trusts: planning and jurisdiction selection / Richard W. Nemo -- 14 practical ways for trustees and their advisors to stay out of trouble / Shirley L. Kovar -- Washington tax issues associated with transfers of property / George C. Mastrodonato -- Washington probate and trust law update / Mark W. Roberts -- Intra-family transactions: lessons in forgiveness and forgetfulness / Philip J. Hayes, Steve R. Akers -- You made it! Now what? Hot topics in planning for the effective disposition of qualified plans and IRAs / Kathleen R. Sherby -- Recent developments in ethics for the estate planner and probate attorney / Thomas Andrews -- Planning with gifts in 2012 / Steven J. Schindler -- Beyond Form 1040: tax compliance issues for U.S. citizens and residents with interests in non-U.S. property / M. Read Moore -- Elder abuse issues / Robert B. Nettleton -- Gifts for education & 529 plans / Susan T. Bart -- Insurance update - what's hot & what's not! / Stephan R. Leimberg -- Long-term care planning: how do you advise clients who are facing long-term care costs?/ Barbara A. Isenhour -- Notable developments of interest to estate planners / Turney P. Berry -- Oregon update 2012: Frankenstein's monster/ Joshua Husbands -- TEDRA: a panacea for treating trusts and estate ailments / Stacey L. Romberg, Richard L. Furman -- Avoiding pitfalls in designing,implementing and operating a family entity / T. Randall Grove -- Marital agreements and related family law issues in estate planning and litigation / Jessica A. Uzcategui, Wendy S. Goffe -- Registered domestic partners and same-sex married couples: inheritance & income tax issues / Wendy S. Goffe.
Notes: November 1 and 2, 2012.
Presented in cooperation with the Alaska Bar Association and the Utah State Bar.
LocationCollectionCall No.StatusDue Date
Pierce County Law LibrarySeminar materialsKF750.A75 A55 2012 CLEChecked in 
 
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 5.
58th Annual estate planning seminar: the northwest's most comprehensive estate planning event / program chair, William E. "Bill" Whitaker; program co-chair, Michael C. Harman; sponsored by the Estate Planning Council of Seattle and Washington State Bar Association Continuing Legal Education;. This library owns a copy
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[Seattle, Wash.]: Washington State Bar Association, c2013.
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contents: Keeping it in the family: business succession planning for the family-owned business / Louis A. Mezzullo -- Decanting: refining a vintage trust / Susan T. Bart -- Federal tax update / Sam Donaldson -- Digital passing: oh, what a tangled web we weave / James D. Lamm -- Professional ethics in the estate planning dynamic / Steven J. Schindler -- Income tax planning for trusts: a new look at an old topic / Mary Ann Mancini -- Asset protection / Joshua Husbands -- Gifting in a changing tax landscape: do taxable gifts still make financial sense? -- Portability / Lester B. Law -- Essentials of Chapter 14 - a practitioner's guide through the minefield / Todd Angkatavanich -- Washington probate and trust law update / Mark W. Roberts -- The honeymoon is over: wealth transfer after 2012 / Mark C. McBride -- Insurance update: what's hot & what's not / Stephan R. Leimberg -- Ten shades of community property / Kirstin Humann Thompson -- Planning for the global family: practical guide to advising internationsl clients ? Akane R. Suzuki -- Spousal trusts / Christopher P. Cline -- Estate planning with residential real property / Karen E. Boxx -- Use of life insurance in the closely-held business / Charles L. Ratner -- Estate planning in light of new biology / Wendy S. Goffe.
Notes: October 21 and 22, 2013.
LocationCollectionCall No.StatusDue Date
Pierce County Law LibrarySeminar materialsKF750.A75 A55 2013 CLEChecked in 
 
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 6.
8 ways to avoid probate. This library owns a copy
by Randolph, Mary
Berkeley, CA : Nolo Press, 1996-
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Notes: Compiled by Mary Randolph.
Kept up to date between editions by revised printings.
LocationCollectionCall No.StatusDue Date
Pierce County Law LibraryGig HarborKF750 .Z9 A118 2018 GigHnon-circulating 
Pierce County Law LibraryLakewoodKF750 .Z9 A118non-circulating 
Pierce County Law Libraryreference stacksKF750 .Z9 A118 Ref.non-circulating 
 
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 7.
ABA consumer guide to asset protection : a step-by-step guide to preserving wealth / Jeffrey Matsen. This library owns a copy
by Matsen, Jeffrey R., author.
Chicago, Illinois : American Bar Association, 2015.
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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.
LocationCollectionCall No.StatusDue Date
Pierce County Law Libraryreference stacksKF1539 .M3 2015 ref.Available for use 
 
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 8.
The ABA practical guide to estate planning / Jay A. Soled, editor. This library owns a copy
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Chicago, IL : American Bar Association, Senior Lawyers Division, c2011.
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contents: Why engage in estate planning? -- Estate planning: protecting the spouse -- Protecting assets for your nonspouse beneficiary -- Preserving your business for the next generation -- Leaving a legacy -- Probate assets -- Nonprobate assets -- -- The Federal gift tax system -- Federal estate tax system -- Federal generation-skipping transfer tax system -- State transfer tax systems -- International transfer taxes -- Lifetime gifting program -- Irrevocable trusts -- Special needs trusts -- Asset protection trusts: what you should know -- Grantor retained annuity trusts -- Personal residence trusts -- Charitable trusts -- Family holding companies -- Private annuities and self-cancelling installment notes -- Roth conversions -- Wills and testamentary trusts -- Wills, trusts, and the alternatives -- Portability of unused exclusion amounts between spouses -- Stretching retirement benefit payments -- Buy-sell agreements and their role in business succession planning -- Disclaimers -- Special concerns of lesbian and gay couples -- End-of-life decision making -- Powers of attorney -- Medical information: HIPAA and access to vital medical data -- A glimpse behing the curtain: the probate process -- An introduction to estate and trust litigation.
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LocationCollectionCall No.StatusDue Date
Pierce County Law LibraryReading RoomKF750 .A7 2011Checked in 
 
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 9.
Advanced LLC issues / by Mark D. Kimball, ... [et al.] This library owns a copy
by Kimball, Mark D.
Eau Claire, WI : National Business Institute, 2017
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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
LocationCollectionCall No.StatusDue Date
Pierce County Law LibrarySeminar materialsKF1380 .A45 2017 CLEAvailable for use 
 
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 10.
Asset protection : legal planning, strategies, and forms / Peter Spero. This library owns a copy
by Spero, Peter.
Valhalla, NY : Warren, Gorham & Lamont/RIA, c2001-
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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.
LocationCollectionCall No.StatusDue Date
Pierce County Law LibraryOnline & discsKF1539 .S64Available for use 
Pierce County Law LibraryReading RoomKF1539 .S64Available for use 
Pierce County Law LibraryReading RoomKF1539 .S64Available for use 
 
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