International estate planning
INTERNATIONAL ESTATE PLANNING FOR CROSS-BORDER FAMILIES
... the international or cross-border context, all individuals would be wise to seek legal counsel with a specialized focus on estate planning in the relevant jurisdictions ...of international ...
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Legalwise A Fresh Look at Estate Planning - 4 September 2008 International Estate Planning and Estate Administration
... far international efforts have concentrated on reconciling the different choice of law approaches in succession rather than attempting to create uniform ...an estate, then agreement can be reached on who is ...
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WHAT EVERY ESTATE PLANNER NEEDS TO KNOW ABOUT INTERNATIONAL ESTATE PLANNING
... (v) The U.S. transferor extends the period for assessment of any income or transfer tax attributable to the transfer and any consequential income tax changes for each year that the obligation is outstanding, to a date ...
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DISCLAIMERS IN ESTATE PLANNING
... WILL PROVISION PROVIDING FOR DISCLAIMER WITH GIFT OVER TO SURVIVING SPOUSE BUT ONLY TO THE EXTENT OF THE “OPTIMUM” MARITAL DEDUCTION If any devisee named in this Will should renounce and disclaim in whole or in part, any ...
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Estate Planning Advisor
... The Court’s decision in United States v. Windsor meant that same-sex couples living in a state that recognized their marriage would be able to avail themselves of all the federal benefits afforded to married couples, ...
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ESTATE PLANNING GLOSSARY
... the estate and gift tax provisions of the Code, the lapse of such power has no gift or estate tax consequences (except for the year in which the power holder ...
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Estate Planning in Mexico
... The information provided in this book is not legal advice. Its purpose is to raise fact situations that may apply to the reader or someone he or she knows; discuss how those facts may dictate a course of action that may ...
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Real Estate & Planning
... corporate property management, the broader topic of property asset management does not seem to have matured as a subject of academic investigation. Without wishing to be social outcasts at future property research ...
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International Issues in Estate Planning: Part 1 -- Estate Planning for Nonresident Aliens
... Planning Pointer. In the facts of PLR 199922038, an NRA loaned 31 works of art to a U.S. museum, which rotated its art so that all 31 works of art were generally not on display continuously. The museum stored ...
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Estate Planning Advisor
... As you know, members of Miller Nash LLP practice in Wash- ington and Oregon. These articles are distributed to our friends and clients in both states, so they are written in a general form to cover both states. While the ...
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Estate Planning Solutions
... If the level of these costs exceeds the value of liquid assets in the estate, non-liquid assets may be sold to raise the needed cash. Those assets, some of which may provide income for the family or that have ...
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Introduction to Estate Planning
... Intestate succession is a strategy by default and is a means of transferring your property to your heirs if you have failed to make other plans such as a will or trust. State law controls how and to whom your property is ...
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Estate Planning & Wealth Management
... Unlike custodial arrangements and irrevocable trusts, the donor may be the 529 plan owner and maintain control over the distribution of plan assets without being subject to an estate tax for such assets. In ...
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Understanding estate planning
... This document provides some additional information to help you understand the financial planning concepts discussed in the SOA in relation to estate planning. It is very important you read this ...
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ESTATE PLANNING FOR MINERAL ASSETS
... of estate taxes from generation to generation so long as the assets remain in trust (subject to a mandatory termination under state law approximately 90-100 years from the date of creation) by allocating the ...
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Business Organizations and Estate Planning
... Business Organizations and Estate Planning SMU Law Review Volume 15 | Issue 4 Article 5 1961 Business Organizations and Estate Planning Ethan B Stroud Follow this and additional works at https //schol[.] ...
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Lifetime Transfers and Estate Planning
... Lifetime Transfers and Estate Planning SMU Law Review Volume 15 | Issue 4 Article 4 1961 Lifetime Transfers and Estate Planning Rupert N Gresham Follow this and additional works at https //scholar smu[.] ...
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Charitable Foundations and Estate Planning
... Charitable Foundations and Estate Planning SMU Law Review Volume 15 | Issue 4 Article 3 1961 Charitable Foundations and Estate Planning Robert K Sands Follow this and additional works at https //schol[.] ...
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ESTATE & FINANCIAL PLANNING SERVICES
... “Our lawyer was impressed by the thoroughness of the estate planning advice we received from an EFPS planner and appreciated being kept a part of the planning process.”.. ESTATE & [r] ...
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Life Insurance and Estate Planning
... gross estate in such cases, the full value of the property transferred subject to the power is discounted for the period required to elapse between the date of the decedent’s death and the date upon which the ...
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