Equity and Trusts in Australia

Michael Bryan

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An exploration of whether retirement plan assets are or should be exempt from bonding requirements. In law, a trust is not a separate legal entity (as a corporation is), except for specific purposes such as income tax. To transfer real estate to your trust, you will need to deed the property into the name of your trust. A discussion of dealing with an old will or trust which names a bank or trust company no longer doing business in California.

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Who Gets It When You Go?: Wills, Probate, and Inheritance

David C. Larsen

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Language: English

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A trust can be a way to ensure that money is available for the education of children or grandchildren, or for extraordinary care required for a disabled child or spouse. The information provided here is not intended to cover every situation. If there is no will, they are called the administrator. (Impress your friends with that information. A will can distribute your property as you direct. He also likes antique fire trucks, laughing, and adventuring with his young son.

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Blackhall's Essential Law Revision Series: Equity and Trusts

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Language: English

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Size: 9.18 MB

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Funding this trust with appreciated assets allows the donor to sell the assets without incurring a capital gain. Wood, Wood Seitl & Anderson is AV rated by Martindale Hubbell and is listed in the Bar Register of Preeminent Lawyers. The most recent issue of our quarterly newsletter is avaialble below. We counsel clients regarding the options available for long-term care and advocate on behalf of clients to make sure they receive the maximum benefits legally allowed by government entitlement programs such as Medicaid.

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The Law of Estates and Future Interests: Cases, Exercises,

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He or she can even provide care and protection for disabled relatives or handicapped children in accordance with your wishes. The use of a subtraction method of valuation in "allegedly" abusive transactions may be the latest attempt by the IRS to tax value which legitimately disappears under the fair market value standard. Call Us at (704) 608-3429 to discuss your family’s specific estate planning legal needs. If you need advice reagrding your estate plan, Child #2 is alive, child #1 has a surviving widow and a surviving daughter.

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Trusts and Equity

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Language: English

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Size: 13.65 MB

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Will assist with advancing the long-term strategic objectives of the Business Law Department and Estates and Trusts Practice Group. Our estates attorneys are experienced with virtually every aspect of wills, trusts and estate planning, including: Our work with financial services clients requires extensive knowledge with respect to the income tax, regulatory and business issues they navigate on a daily basis as well as sensitivity to the personal goals and ambitions of our clients.

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A Practitioner's Guide to Trusts: Sixth Edition

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Language: English

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Michael and Company, CPA has decades of experience helping successful individuals develop and implement asset protection, trust, and estate plans that enable you to achieve your goals and maximize what beneficiaries receive. Now that you are full with knowledge, fire away with any questions. The (perhaps temporary) increase of the gift tax exemption to $5,000,000 and the current low interest rates used by the IRS to value certain transfers create some unique opportunities for clients to transfer wealth to beneficiaries.

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The Gay Marriage Alternative: Finding Legal Equality,

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Our clients rely on us to help them make prudent decisions for meeting their legal, financial and ethical obligations, and we take that responsibility seriously. Setting up a trust is not “do it yourself” territory. And if you are involved in the administration of the estate of someone who has died, we can guide you through the misunderstood, but often relatively uncomplicated, probate process. SLF focuses on helping clients protect the assets they have worked hard to acquire.

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The Inventor's Fortune Up For Grabs

Suzanne Beyer

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Some examples of key situations: Young children - Your will can indicate your preference as to who will be raising your kids. Probate confirms all of the tax requirements are satisfied. Unless a party petitions the court for judicial resolution of a matter, an estate can be probated without any hearings before a judge. He helps us with any questions or problems we may have and sets up any appointment we need in a very timely manner.

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Nine Steps to a Complete Estate Plan

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That can be useful in cases where you leave heirs an illiquid asset such as a business. Older people and people with disabilities also can get help through adult guardianships and Medicaid planning. After analyzing the Heggstad decision, the article discusses how to file a Heggstad petition, including procedural considerations and various fact scenarios affecting the petition's prospects for success. The other important component of the estate tax is the maximum tax rate.

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International Antitrust Law & Policy: Fordham Corporate Law

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The current maximum tariff (excluding VAT) is: 3.5% on the gross value of the estate assets, including on the gross value of a community estate (excluding assets payable outside the estate direct to beneficiaries), and 6% of all incomes (e.g. rentals, interest and dividends) which the executor collects on behalf of the estate from the date of the testator’s death to the date of final execution of the estate The Master may insist that the assets of the estate must be valued by a sworn appraiser, and for that the sworn appraiser is entitled to a fee, which is calculated according to a sliding scale.

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