Estate planning strategies : a lawyer's guide to retirement and lifetime planning /
Saved in:
| Other Authors: | |
|---|---|
| Format: | Book |
| Language: | English |
| Published: |
Chicago, Ill. :
Senior Lawyers Division, American Bar Association,
c2002
|
| Subjects: | |
| Tags: |
Add Tag
No Tags, Be the first to tag this record!
|
Table of Contents:
- The social security cash machine / Jonathan Barry Forman
- Social security / Harold G. Wren
- Minimum distribution requirements / Louis A. Mezzullo
- The simple retirement plan alternative / David L. Higgs
- The new individual retirement account / Stephen P. Magowan
- Lifetime tax planning / Allan C. Bell
- The charitable remainder trust / Jeffrey N. Myers and Michael Bourland
- Charitable lead trusts / Santo Bisignano, Jr. and Toby M. Eisenberg
- Annual exclusion gifts to minors / Bradley E.S. Fogel
- Estate planning with life insurance trusts / Bradley E.S. Fogel
- Family limited partnership / Brian T. Whitlock
- Prudent investor rule and use of life insurance in tax planning / Benjamin G. Baldwin
- Private foundations / Stephen A. Frost
- Qualified personal residence trusts / Carmela T. Montesano
- Grantor retained annuity trusts and grantor retained unitrusts / Zeb Law
- Use of self-canceling installment note and the private annuity in estate planning / Dave L. Cornfeld, Jay A. Soled, and Herbert L. Zuckerman
- Durable powers of attorney and advance directives / Andrew H. Hook
- Wills / Suzanne L. Shier & Rebecca Wallenfelsz
- The living revocable trust : an estate planning tool / Sarah M. Linsley
- Joint accounts : dangers and alternatives / Richard V. Wellman
- Jointly owned property / Robert T. Danforth
- Estate planning malpractice and ethical issues / Isabel Miranda