New Strategies for Estate Planning
Leading Lawyers on Working with Clients, Updating Traditional Strategies, and Responding to Recent Legal and Economic Developments (inside The Minds)
| Publication Date | October 2008 |
|---|---|
| Publisher | Aspatore |
| Product Type | Book |
| Pages | 212 |
| ISBN Number | 9780314202383 |
| Product Code | ASO00365 |
Buy this product or for assistance call +44 20 7060 7474
Summary
New Strategies for Estate Planning is an authoritative, insider's perspective on representing and advising clients on estate planning issues. Featuring partners and shareholders from law firms around the nation, these experts guide the reader through the key issues for attorneys in a trusts and estates practice today, including a discussion of the benefits and drawbacks of new and more traditional planning techniques. These top lawyers reveal their advice on understanding the client's goals, explaining complex options, and updating and reviewing existing documents. Additionally, these leaders address common misconceptions, outline key techniques for asset protection planning, and discuss the impact of the current legal and economic landscape and the continued need for flexibility in estate plans. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to success within this ever-evolving field.
Inside the Minds provides readers with proven business intelligence from C-Level executives (Chairman, CEO, CFO, CMO, Partner) from the world's most respected companies nationwide, rather than third-party accounts from unknown authors and analysts. Each chapter is comparable to an essay/thought leadership piece and is a future-oriented look at where an industry, profession or topic is headed and the most important issues for the future. Through an exhaustive selection process, each author was hand-picked by the Inside the Minds editorial board to author a chapter for this book.
Content
- 1. Gideon Rothschild, Partner, Moses & Singer LLP Integrating Asset Protection into Estate Planning
- 2. Harold I. Apolinsky & Craig M. Stephens, Shareholders, Sirote & Permutt PC Strategic Advice for Successful Estate Planning
- 3. Woods King III, Vice President, Buckley King LPA Estate Planning Amid a Changing Financial Outlook
- 4. Jefferson K. Streepey, Partner, Boehl Stopher & Graves LLP A Common Sense Approach to Estate Planning Challenges and Solutions
- 5. Rodney S. Retzner, Partner, Krieg DeVault LLP Estate Planning in a Changing Tax World
- 6. Richard J. A. Popper, Partner, Young Conaway Stargatt & Taylor LLP Addressing the Client's Goals in a Changing Landscape
- 7. Steven H. Seel, Partner, Thorp Reed & Armstrong LLP Striking the Planning Balance Practical Results for Sophisticated Clients
- 8. David E. Kauffman, Partner, Schottenstein, Zox & Dunn Co. LPA Working with the New Estate Planning Client
- 9. Barbara W. Reynolds, Founding Partner, Reynolds & Jones LLC Estate Planning and Elder Law: A Holistic Approach
- 10. John O. Brentin, Partner, Porter & Hedges LLP Evolving Strategies for a Changing Estate Planning Practice
- 11. Patricia M. Annino, Partner, Prince Lobel Glovsky & Tye LLP - Educating the Client in Estate Planning
- Appendices Include:
- Appendix A: Data Gathering Form (Unmarried Persons)
- Appendix B: Data Gathering Form (Married Persons)
- Appendix C: Article Excerpt - Should a Trusted Advisor Serve as Trustee?
- Appendix D: Sample Vaughan Affidavit
Delivery Details
PRINT/CD-ROM:Despatched within 3 to 5 working weeks.
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