California Estate and Gift Tax Planning Forms and Practice Manual 2012 Supplement

Categories:
Law
Description:
This manual addresses a multitude of real client issues & provides the appropriate guidance, from the most basic will drafting techniques to the most complex estate planning strategies. The authors expertly guide you through the correct use of various clauses & give you an in-depth analysis of the estate tax consequences. Their insightful commentary provides a thorough discussion & analysis of sophisticated strategies & many key areas of estate planning, including explanations of The California Probate Code, the Unified Gift & Transfer Tax System, Generation-Skipping Transfer Tax, a Guide to Selecting Personal Representatives, Trustees & Guardians, Formula Clauses for the Estate Tax Marital Deduction, Q DOTS, Power of Appointment, Types of Joint Ownership, Disclaimers & Uses of Various Types of Irrevocable Trusts. This book gives you instant access to clauses for a multitude of client situations. From preparing simple wills to complex wills & trusts, you will find clauses both in the book & on the companion CD-ROM. You can use the sample clauses to create or enhance your own library of wills & trusts.
Name(s):
Chan, Sandra J.
Data Trace Publishing Company
Hastings, Diana M.
Registration Number:
TX0007676613
Registration Date:
1/22/2013
Application Title:
California Estate and Gift Tax Planning Forms and Practice Manual 2012 Supplement.
Description:
Print material + CD-ROM.
Copyright Claimant:
Data Trace Publishing Company, Transfer: By written agreement. Address: 110 West Road, Suite 227, Towson, MD, 21204, United States.
Date of Creation:
2012
Date of Publication:
2012-08-13
Nation of First Publication:
United States
Authorship on Application:
Diana M. Hastings; Domicile: United States; Citizenship: United States. Authorship: text.
Sandra J. Chan; Domicile: United States; Citizenship: United States. Authorship: text.
Pre-existing Material:
Some previously published text.
Basis of Claim:
text.
Rights and Permissions:
Cindy Lee Floyd, 110 West Road, Suite 227, Towson, MD, 21204, United States, (410) 494-4994 x224, clfloyd@datatrace.com
ISBN:
978-1-57400-045-0