Multistate and Multinational Guide to Estate Planning analyzes the legal aspects of individual wealth transfers across state and national boundaries. In addition, the Guide seeks to develop workable strategies for the attorney involved with a multijurisdictional client. Planning is a central concern of Multistate and Multinational Guide to Estate Planning. The set is divided into six parts. The first is an overview of the topic. Part II is concerned with professional issues, particularly malpractice problems across state and national lines. Part III investigates the ties that influence which law is chosen to resolve legal questions that arise in the multijurisdictional setting. Part IV addresses specific restrictions on testamentary freedom. Part V deals with the intricacies of choice of law involving wills, trusts and estates. Part VI addresses tax matters at the multistate and multinational levels.
803 , 263 N.E.2d 590 ( 1970 ) , 16.05 n165 Lane - Burslem v . Commissioner , 70 T.C. 613 ( 1978 ) , aff'd , 659 F.2d 209 ( D.C. Cir . 1981 ) , 7.07 , 7.07 nn152–153 Langbein v . Wells Bldg . Co. , 169 U.S. 50 , 171 N.W. 755 ( 1919 ) ...
This Handbook steers you through this complex field, providing property owners with a mechanism for seeing to the needs of beneficiaries in cost-effective, creative, efficient, and flexible ways.
In the federal bankruptcy context, however, IRA assets are now probably exempt from the bankruptcy estate.450 In Kansas, a taxpayer may designate an “individual” as the postmortem beneficiary of his ...
In the federal bankruptcy context, however, IRA assets are now probably exempt from the bankruptcy estate.453 In Kansas, a taxpayer may designate an “individual” as the postmortem beneficiary of his IRA account and in so doing insulate ...
This Handbook steers you through this complex field, providing property owners with a mechanism for seeing to the needs of beneficiaries in cost-effective, creative, efficient, and flexible ways.
To be sure, “[h]aving multiple decision-makers serves as a ... 50 See John P.C. Duncan & Anita M. Sarafa, Achieve the Promise—and Limit the Risk—of Multi-Participant Trusts, 36 ACTEC L.J. 769, 774 (Spring 2011). 51 See John P.C. Duncan ...
In the federal bankruptcy context, however, IRA assets are now probably exempt from the bankruptcy estate.458 In Kansas, a taxpayer may designate an “individual” as the postmortem beneficiary of his IRA account and in so doing insulate ...
2008). 145. Id. at 962. 146. Id. at 964. For other cases involving similar issues, see Guray v. ... Felix & Whitten, American Conflicts Law 50537; J.A. Schoenblum, Multistate and Multinational Estate Planning (2009); A. Grahl–Madsen, ...
This book is designed to be of use to all professionals involved in the asset protection plan, including attorneys, accountants, and financial planners among others.
Retaining the late Jesse Dukeminier's signature blend of wit, erudition, insight, and playfulness, Wills, Trusts, and Estates, now in its Eighth Edition, continues to offer interesting cases, well written notes,...