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Estate planning and drafting

Author: Regis W Campfield
Publisher: St. Paul, MN : Thomson/West, ©2007.
Series: American casebook series.
Edition/Format:   Print book : English : 3rd edView all editions and formats
Summary:

This is a problems-driven book, meaning that cases and rulings are included as resource materials for use in solving the problems.

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Document Type: Book
All Authors / Contributors: Regis W Campfield
ISBN: 9780314231369 0314231366 9780314237392 0314237399
OCLC Number: 137301098
Notes: Accompanied by CD containing a full working copy of the Wealth Transfer Planning estate planning drafting software system.
Description: ciii, 1137 pages : illustrations ; 27 cm + 1 computer optical disc (4 3/4 in.).
Contents: 1. Introduction --
I. Living and dying. 2. Counseling the client --
3. Will planning --
4. Powers of attorney, advance directives, and living trusts : disability planning and other applications --
5. Drafting for successive enjoyment --
II. Tax considerations. 6. Taxable transfers : an introduction --
7. Transfer tax computations : policy and practice --
8. Income taxation of estates and trusts --
9. Generation-skipping tax basics --
III. Transfers for the benefit of the transferor. 10. Retained interests --
11. Joint tenancy and other forms of concurrent ownership --
12. Value freezing for nonbusiness interests --
IV. Spousal gifts and disclaimers. 13. Fundamentals of spousal tax planning --
14. Qualifying for the marital deduction --
15. Drafting marital deduction clauses --
16. Disclaimer : the postmortem solution --
17. When to make interspousal transfers --
V. The bypass trust and related gift planning. 18. Powers of appointment : drafting the bypass trust --
19. Making gifts to loved ones --
20. Life insurance choices --
21. Discounts, creditors and beneficiaries --
22. Grantor trusts : traps and opportunities --
23. Generation-skipping tax alternatives --
VI. Special situations. 24. Closely held business interests : value freezing and other issues --
25. Tax aspects of charitable gifts : an overview --
26. Split-interest charitable gifts --
27. Selecting property for charitable gifts --
VII. Financial and retirement compensation planning. 28. Nonqualified deferred compensation opportunities --
29. Understanding qualified retirement plans and IRAs --
30. Distributions from qualified retirement plans and IRAs --
Appendix. A. Electronic sources (including actuarial) factors --
B. Projects --
C. Wealth transfer planning : law student version.
Series Title: American casebook series.
Responsibility: by Regis W. Campfield.

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