Book Description
In the next few years, the world's senior generation will pass on some ten trillion dollars--more than the value of all the companies listed on today's stock exchange--to their heirs. Much of this unprecedented transfer of wealth will take the form of trusts. But the old Prudent Man Rule that trustees have followed for generations has been scrapped, and the new Prudent Investor Rule, which now applies in most states, drastically changes the way trusts must be operated. Trustees cannot hope to learn "on the job": today's investment principles and portfolio management techniques are too demanding. With Investing and Managing Trusts under the New Prudent Investor Rule, Train and Melfe show trustees how to manage trusts according to this important new Rule.
Many current and future trustees are unfamiliar with the far-reaching provisions of the new Prudent Investor Rule, which should soon govern trust investing in all fifty states. Investing and Managing Trusts under the New Prudent Investor Rule explains the investment and administrative obligations--as well as the new liberties--imposed by this stringent Rule.
John Train, an authority on building wealth, brings his deep knowledge and dry wit to this thorough guide, in collaboration with Thomas Melfe, eminent New York trusts and estates attorney. Train and Melfe also highlight the various forms of trusts and the major suitable and unsuitable types of investments, so that family trustees, as well as readers in the investment and trust business, law, and financial planning can understand the key strategic and managerial considerations.
This practical, straightforward guide--the first comprehensive discussion of the new Prudent Investor Rule for private trustees-comes complete with useful sample forms, management guidelines, checklists, and a glossary. It is an essential reference for all professional and family trustees as well as their legal and financial advisors.
Customer Reviews:
Finally a complete and easy to follow book on trusts.......1999-09-09
This is one of the few books of its type to explain all the important data points of managing trusts and investing. Its straight forward and comprehensive. This is written for lawyers and non-profressionals with an interest in this area.
This book could become the industry standard.
Book Description
Rightly fearing that unscrupulous rulers would break them up, seize their resources, or submit them to damaging forms of intervention, strong networks of trust such as kinship groups, clandestine religious sects, and trade diasporas have historically insulated themselves from political control by a variety of strategies. Drawing on a vast range of comparisons over time and space, Charles Tilly asks and answers how, and with what consequences, members of trust networks have evaded, compromised with, or even sought connections with political regimes.
Book Description
Supreme Court Justice John Marshall Harlan (1833-1911) is best known for condemning racial segregation in his dissent from Plessy v. Ferguson in 1896, when he declared, "Our Constitution is color-blind." But in other judicial decisions—as well as in some areas of his life—Harlan's actions directly contradicted the essence of his famous statement. Similarly, Harlan was called the people's judge for favoring income tax and antitrust laws, yet he also upheld doctrines that benefited large corporations.
Examining these and other puzzles in Harlan's judicial career, Linda Przybyszewski draws on a rich array of previously neglected sources—including the verbatim transcripts of his 1897-98 lectures on constitutional law, his wife's 1915 memoirs, and a compilation of opinions, drawn up by Harlan himself, that he wanted republished. Her thoughtful examination demonstrates how Harlan inherited the traditions of paternalism, nationalism, and religious faith; how he reshaped these traditions in light of his experiences as a lawyer, political candidate, and judge; and how he justified the vision of the law he wrote.
An innovative combination of personal and judicial biography, this book makes an insightful contribution to American constitutional and intellectual history.
Average customer rating:
- Tax book.
- Very Thorough and Detailed Book
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JK Lasser's New Rules for Estate and Tax Planning, Revised and Updated
Harold Apolinsky
Manufacturer: John Wiley & Sons
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Protect Your Estate: Definitive Strategies for Estate and Wealth Planning from the Leading Experts
ASIN: 047170007X |
Book Description
A complete guide to planning an estate under today's tax rules
When it comes to your estate—no matter how big or small it may be—you shouldn't leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialist Harold Apolinsky and expert financial planner Stewart Welch III know this better than anyone else, and in the Revised and Updated Edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers important issues, such as:
- How new legislation will impact inheritances and trusts
- Estate and generation-skipping tax planning
- The role of wills, executors, and trusts
- Treatment of charitable contributions
- The do's and don'ts of gifting
- Life insurance and retirement planning
Filled with in-depth insights and expert advice, this book will show you how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.
Customer Reviews:
Tax book........2006-11-13
I used to use Lassers all the time to help me do my taxes. However since Tax programs have been out I have used them. I thought it time to review some of the basics myself. I trust Lasser's guides.
Very Thorough and Detailed Book.......2006-03-03
This is a good book to help prepare someone with an estate plan before consulting a lawyer. Depending on your situation, it might be easier to use this book and some estate planning software instead of paying a lot of money for an attorney. I think the key here is that this book will help motivate people to TAKE CARE OF YOUR ESTATE! After you read some of the stories that occur when people fail to do this you will be glad you have purchased this book. It certainly is not a substitute for an attorney, but it will help make the layperson ask those critcal questions as to what should be done with their estate after they are deceased. It talks about avoiding estate taxes, setting up partnerships, trusts, financial planning, life insurance, and gives some referrals to professionals in each one of these fields.
Book Description
From "queen bees" to "gamma girls" to the "odd girl out," adolescent girls are all over the news. But whether a girl is popular or struggling to fit in, outgoing or reserved, her mother worries about how she is coping with her new, often scary, teenage social world: Who is she with, what is she really doing, is she safe and, of course, is she happy? In this essential survival guide, Roni Cohen-Sandler teaches parents to "use their BRAIN"-Be flexible, Respectful, Attuned, Involved, and Non-controlling-to build trust and help their daughters navigate these complex social waters. Addressing such issues as popularity, boyfriends, parties and partying, discipline, privacy, body image, and identity, Cohen-Sandler provides a new model for parenting adolescent daughters for today's generation of mothers.
Product Description
Chapter 14 of the Code contains its own set of "special valuation rules" for transfer tax purposes that you must know in order to most effectively meet your clients' estate-planning needs. This in-depth resource guides you through the complex rules, regulations and exemptions of Chapter 14 provisions regarding transfers of interests in trusts, corporations, and partnerships. You'll find authoritative analyses of various provisions of Chapter 14, practice tips, step-by-step advice on valuation of family-held interests, the impact of landmark court rulings, relevant private letter rulings, legislative history and much more. Among the topics covered are the tax implications of transfer of interest in family-held business, GRITs, GRATs, GRUTs, QPRTs, buy-sell agreements, the tax treatment of lapsed voting or liquidation rights and certain restrictions on liquidation. The analyses include adjustments to avoid double taxation, indirect holding of interests and statute of limitations considerations. This complete guide also contains practical appendices illustrating the subtraction method of valuation, the impact of increasing age, term or interest rate on the value of different types of gifts in trust, and state-by-state analyses of partnership and LLC statutes to aid in the selection of an appropriate jurisdiction for the creation of a family business entity. Invaluable advice for all estate planners.
Book Description
Planning Your Estate Under the New Tax Law is Easy with J. K. Lasser
The Economic Growth and Tax Relief Reconciliation Act of 2001 will affect numerous aspects of your financial life-none more important than how you plan your estate. This new tax law includes the first major estate tax revision in over twenty years. Use J.K. Lasser's New Rules for Estate and Tax Planning to learn how the rules have changed and what you can do now to effectively plan your estate.
Learn what the new law means for you and your family, and find out how to use it to keep what has taken a lifetime to accumulate.
With this book, you'll understand:
- The repeal of the Estate Tax
- Wealth-transfer exemption
- How the new legislation will impact trusts and inheritances
- The role of wills, executors, guardianship, and trusts
- Treatment of charitable contributions
J.K. Lasser-Practical Guides for All Your Financial Needs
Please visit our Web site at www.jklasser.com
Download Description
A complete guide to planning an estate under today¿s tax rules
This fully revised edition of J.K. Lasser¿s Rules for Estate and Tax Planning offers useful advice for people of various ages and income. Completely updated to reflect the most current tax rules, this practical resource covers important topics such as trusts, charitable contributions, gifts, life insurance, wills, estate and generation-skipping tax planning, and retirement planning. With this book as their guide, readers will learn how to keep more today and leave more for their heirs tomorrow.
Harold I. Apolinsky, Esq., EPLS (Birmingham, AL), is a board-certified estate planning attorney and senior tax partner with the law firm of Sirote & Permutt, P. C. He is a former adjunct professor of estate planning at both the Cumberland School of Law and the University of Alabama Law School. Craig M. Stephens, Esq., LLM (Birmingham, AL), is a tax and estate planning attorney with the law firm of Sirote & Permutt, P. C. and a guest lecturer in estate planning at Cumberland School
of Law.
Customer Reviews:
What you must know now about estate and tax planning.......2002-05-23
I would encourage every taxpayer in America to read this book. It examines what the new tax law means, not just what it says. Stewart Welch III and Harold Apolinsky have addressed the questions all of us are asking, and a few we may not have thought of yet. Who would have ever thought a book on tax law would be so enjoyable to read and easy to understand? I am grateful for these two experts' wonderful resource and guide. Read it!
A lifeboat in a sea of confusion and complexity.......2002-05-08
An excellent resource for those who want objective advice and guidance on very complicated subjects. The authors take very technical concepts and explain them in plain language. The worksheets, checklists and diagrams are very helpful.
A Great Find.......2002-05-03
What a great book! Everything you need to know about estate and tax planning in one easy to read book. This book is all you need! You can find what your looking for right away!
A valuable addition to any financial planning library.......2002-05-02
In guiding my clientele through the ever-changing maze of estate tax planning law, I have found JK Lasser's New Rules for Estate Planning and Tax to be an invaluable body of knowledge that I have referenced again and again. The easy-to-read layout allows quick focus on particular issues and topics that are presented in clear and concise laymen's terms.
Helpful Estate Planning Tips from A to Z.......2002-04-26
I enjoyed Stewart Welch's first book on Estate Planning so much that I ordered 10 copies to give to clients and friends. I plan on doing the same for his second book, which is even more comprehensive and should be part of any investors' reference library.
Average customer rating:
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Never Trust a Calm Dog: And Other Rules of Thumb
Tom Parker
Manufacturer: HarperCollins
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Binding: Hardcover
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ASIN: 0060552654 |
Average customer rating:
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Seasonal Guide to the Natural Year: A Month by Month Guide to Natural Events : Florida With Georgia and Albama Coasts (Seasonal Guide to the Natural Year)
M. Timothy O'Keefe
Manufacturer: Fulcrum Publishing
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