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Basic Estate Planning In Florida

Author: The Florida Bar Continuing Legal Education
Publisher: LexisNexis
ISBN: 1522139508
Size: 21.30 MB
Format: PDF, Docs
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This popular manual covers all facets of basic estate planning. Tax and accounting issues, ethical issues, and problems related to specific forms of ownership and special classes of persons are examined. Homestead considerations and handling of assets acquired in community property jurisdictions are also featured. Basic Estate Planning In Florida, 9th Edition, provides an update of statutes, federal rules, and case law addressing the following (among other) aspects of estate planning: Tax apportionment and elective shares; Timeliness of portability elections; Effect of marital agreements and waivers; Powers of appointment; Community property rights; Creditors and the homestead exemption; Split dollar plans and required minimum distributions; Durable powers of attorney and the authority of health care surrogates; and Estate planning that constitutes the unlicensed practice of law.

Flexible Trusts And Estates For Uncertain Times

Author: Jerold I. Horn
Publisher:
ISBN: 9781641050104
Size: 35.20 MB
Format: PDF, ePub
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Flexible Trusts and Estates for Uncertain Times has been an indispensable resource for attorneys engaged in estate planning and instrument drafting for many years.An indispensable, up-to-date asset for any trust and estates lawyer. Includes more than 155 sample forms--many with alternative variables--plus 19 complete form documents.

Business Organizations For Paralegals Fifth Edition

Author: Deborah E. Bouchoux
Publisher: Aspen Publishers
ISBN: 0735576289
Size: 55.45 MB
Format: PDF, Docs
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Business Organizations for Paralegals thoroughly covers all the various types of business organizations, providing a solid and up-to-the minute understanding of each entity. There is more in-depth treatment of Limited Liability Partnerships and Limited Liability Companies than in any other text, and an entire chapter is devoted to securities regulation. Designed for the paralegal student, Business Organizations for Paralegals relies on a clear and direct presentation, and each chapter includes features--both conventional and Internet-based--that help students prepare for real-life paralegal work. The massively revised Sixth Edition features new and updated charts demonstrating key principles of business organizations. The content reflects major developments such as the new social enterprises that combine profit-making with social good; the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010; new trends in corporate governance; and the impact of new algorithmic or high-frequency trading of stocks as well as the part it may have played in the Wall Street flash crash of 2010. Proposed revisions to securities regulations that would make raising capital easier for smaller companies (e.g. crowdfunding) is covered as well as the trend toward reverse mergers to avoid regulatory oversight. Other new topics include the continuing effect of the 2008 financial crisis, new constituency statutes, and new DB(k) retirement plans.Features: thorough and up-to-date treatment of all types of business organizations the nature of the entityformation and dissolutiontax consequencesclear presentation designed for the paralegal student a section explaining the tasks performed by paralegalsa guide to both conventional and Internet resources forms, discussion questions, and summary of key featuresuseful exhibits, charts, and key terms more in-depth treatment of Limited Liability Partnerships and Limited Liability Companies than other textsan entire chapter devoted to securities regulation sample forms integrated throughout the textWeb resources Practice Tips in each chapterInternet questions, requiring students to access websites they will use on the jobThoroughly updated, the revised Sixth Edition features: new social enterprises that combine profit-making with social good the financial crisis of 2008 and its continuing effectsDodd-Frank Wall Street Reform and Consumer Protection Act of 2010 new trends in corporate governancethe SEC's notice and access rules e-proxy provisionselecting directors by majority rather than plurality vote new algorithmic or high-frequency trading of stocks and the part it may have played in the Wall Street flash crash of 2010 proposed revision to securities regulations to make raising capital easier for smaller companies, e.g. crowdfunding the trend toward reverse mergers to avoid regulatory oversight constituency statutes that require directors to consider more than pure profit new DB(k) retirement plans

Estate Planning

Author: Wayne M. Gazur
Publisher: Wolters Kluwer Law & Business
ISBN: 1454869003
Size: 42.29 MB
Format: PDF, Docs
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This casebook introduces students to the principles of estate planning and challenges them to analyze simulated client scenarios. Featuring a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations. A forms supplement on a CD is an additional tool for giving students practice with drafting exercises.