: Estate Planning Client Strategies, 2012 ed.: Leading Lawyers on Navigating Recent Legislation and Understanding Its Impact on Estate Plans (Inside the Minds) (9780314285171) : Multiple Authors : Books
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Estate Planning Client Strategies, 2012 Ed.: Leading Lawyers On Navigating Recent Legislation And Understanding Its Impact On Estate Plans (inside The Minds)

by Multiple Authors
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Product Details

  • Publisher: Thomson Reuters Westlaw
  • Publishing date: 20120701
  • Language: English
  • ISBN-13: 9780314285171
  • ISBN: 0314285172


Estate Planning Client Strategies provides an authoritative, insider's perspective on developing and updating flexible estate plans. Featuring experienced partners from law firms across the nation, these experts guide the reader through recent legislation, its impact on the landscape, and what it means for existing clients. These top lawyers offer advice on incorporating trusts in the estate plan, focusing on tax considerations, addressing client concerns, and navigating the current economic climate. Additionally, these experts discuss important issues that arise in estate planning, such as dealing with a family business and anticipating the client's future health care needs. 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 on the keys to success within this ever-evolving field.

Inside the Minds provides readers with proven business and legal intelligence from leading C-Level executives and lawyers. Each chapter offers thought leadership and expert analysis on an industry, profession, or topic, providing a future-oriented perspective and proven strategies for success. Each author has been selected based on their experience and C-Level standing within the business and legal communities.

Chapters Include:

1. Brett T. Berly, Shareholder, Chamberlain Hrdlicka White Williams & Aughtry - "Focusing on What Matters: Changing Laws, Family Dynamics, and How They Impact a Successful Estate Plan"
2. Vincent A. Liberti Jr., Partner and Chair, Estate Planning and Probate, and Business Succession Practice Groups, Halloran & Sage LLP - "Using Trusts in Today's Estate Planning Climate"
3. Thomas J. Sigmund, Director, Kegler Brown Hill & Ritter LPA - "Certainty in Uncertain Times"
4. Allan Howeth, Of Counsel, Cantey Hanger LLP - "The Impact of TRA 2010 on Estate Planners and Their Clients"
5. Laura Weintraub Beck, Principal, Private Clients Group, Cummings & Lockwood LLC - "The Importance of Incorporating Flexibility into Successful Estate Planning"
6. Bertram L. Levy, Partner and Chairman, Private Wealth Practice Group, Arnall Golden Gregory LLP - "Observations on Estate Planning in 2012"
7. Richard Bier, Partner, Windels Marx Lane & Mittendorf LLP - "Benefits of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act in Estate Planning"
8. James K. Treadwell, Shareholder and Co-Chair, Trusts and Estates Department, Karr Tuttle Campbell - "Coping with Uncertainties in Trust and Estate Planning"

Appendices Include:

Appendix A: GRAT Flowchart
Appendix B: Sale to Defective Grantor Trust Chart
Appendix C: Will Chart
Appendix D: Take High Ground Newsletter
Appendix E: Chapter Graphic
Appendix F: Goals for Grandchildren
Appendix G: December 2011 Client Update
Appendix H: Gifting Client Memorandum
Appendix I: Estate Planning Categorizing and Pricing Memorandum
Appendix J: Engagement Letter

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