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Your search keyword '"Wills -- Interpretation and construction"' showing total 33 results
Start Over Descriptor "Wills -- Interpretation and construction" Topic estate planning -- methods
33 results on '"Wills -- Interpretation and construction"'

1. New ULC Drafting Committee Will Focus on Conflict of Laws in Trusts and Estates.

Author

Davis, Rick

Subjects
Wills -- Interpretation and construction, Conflict of laws -- Interpretation and construction -- Evaluation, Estate planning -- Methods, Trusts and trustees -- Laws, regulations and rules, Government regulation, Uniform Trust Code (U.T.C. 107), Uniform Electronic Wills Act
Abstract

The modern estate planning practitioner increasingly encounters conflict of laws problems. Consider the following client scenario: Settlor lives in State A. Settlor creates a trust stating that its terms are [...]

Published
2021

2. Make A Will Month: The Importance Of A Will

Author

Getzler, Matthew

Subjects
Wills -- Interpretation and construction, Estate planning -- Methods, Business, international
Abstract

We continue to live in unprecedented times. The importance of a Will - during this pandemic or anytime for that matter - simply cannot be overstated. This article summarizes some [...]

Published
2021

4. Reviewing Or Making A Will

Subjects
Wills -- Interpretation and construction, Estate planning -- Methods, Business, international
Abstract

With the new tax year just around the corner it's time to think about what you may wish to achieve with your finances and estate in the coming year and [...]

Published
2021

5. Estate Planning For Professionals

Author

Serniwka, Katherine

Subjects
Wills -- Interpretation and construction, Estate planning -- Methods, Business, international
Abstract

As professionals progress in their careers, the estate planning process may become quite complex. The development of a clear estate plan is critical to ensure that the intentions of the [...]

Published
2020

6. A dozen ways to wreck your will

Author

Farber, Lawrence

Subjects
Estate planning -- Methods, Wills -- Interpretation and construction, Attorneys -- Practice
Abstract

Estate planning needs to be worked together with the lawyer so that the will contains all that needs to be done and considers future events. A will that is silent on taxes will be paid from the residuary estate. One cannot give away assets jointly held with others freely. A trust can be set up if one wishes to influence the behavior of heirs., Here's how even the simplest estate plans can go wrong - and how to make sure yours doesn't. Picture this: Someone has told you that her will gives you the [...]

Published
1995

7. The most likely tax audit isn't the one you expect

Author

Schutzer, A.I.

Subjects
Estate planning -- Methods, Wills -- Interpretation and construction, Tax auditing -- Prevention
Abstract

The Internal Revenue Service (IRS) audits far more estates than 1040s. More than 50% of those estates that are valued between $5 million and $10 million are audited, and 28% of those worth $1 million are audited. The likelihood of an audit can be reduced by determining those factors that alert the IRS to possible problems with an estate tax return. Ambiguities in dispositions should be avoided and all paperwork should be scrupulously maintained and presented at the time of filing., Your estate is far more cetain to be examined than your 1040. Here's how to keep the IRS from carrying off a big chunk of the assets. If you're worried [...]

Published
1994

9. The contract to will - a proposed solution.

Author

Fleisher, Stewart W.

Subjects
Wills -- Interpretation and construction, Estate planning -- Methods, Qualified terminable interest property -- Usage, Remarriage -- Planning
Published
2000

11. Choosing a formula clause based on funding effects.

Author

Bertles, James B. and Yudenfreund, Joel H.

Subjects
Estate planning -- Methods, Wills -- Interpretation and construction
Abstract

Wills frequently include clauses using a formula to account for a decedent's remaining unified credit and the marital deduction, since the amount in question frequently depends on events happening after the document is drafted. Formula clauses must specify the amount of the legacy, how it will be affected by the fiduciary's discretionary powers or elections, the type of assets to be distributed in accordance with the terms of the legacy, and how and when such assets are to be valued.

Published
1992

12. Guidelines for avoiding estate litigation.

Author

Wohl, Steven J.

Subjects
Estate planning -- Methods, Interviewing in law practice -- Methods, Wills -- Interpretation and construction
Abstract

Attorneys should know the techniques for preventing expensive estate litigation that can deplete the value of estates. Interviewing the client is the first step. The interview should cover who will have status to challenge the will; the value, ownership and nature of assets; and the client's domicile history. Techniques for drafting testamentary documents include being specific as to who will pay for packing, shipping and insuring tangible bequeathed property. 'Standard operating procedure' should be followed in executing dispositive documents.

Published
1992

13. Automated will and trust drafting.

Author

Evans, Daniel B.

Subjects
Estate planning -- Methods, Law offices -- Technology application, Wills -- Interpretation and construction
Published
1991

16. Avoiding disputes: it takes more than a will

Author

Burg, Brad

Subjects
Wills -- Interpretation and construction, Estate planning -- Methods
Abstract

Bequeathing one's finances to one's survivors entails not just the creation of a will but also pulling together all the important data that they need to know. Some of the steps to consider include writing a personal letter reflecting one's situation and thoughts, writing a memorandum disposing of items too small to mention in a will and giving funeral-parlor instructions. After writing these details down, they should be taken immediately to an attorney., Common sense tells you to leave behind loads of information for your survivors - the complete scoop on bank accounts, investments, insurance policies, pension, mortgage, and so on (see page [...]

Published
1997

17. Testamentary provision and death.

Subjects
Estate planning -- Methods, Wills -- Interpretation and construction, Inheritance and succession -- Analysis
Published
1998

18. The not-so-simple simple will.

Author

Darsey, Linda C.

Subjects
Wills -- Interpretation and construction, Estate planning -- Methods
Published
1993

19. A family case study.

Author

Newth, John T.

Subjects
Wills -- Interpretation and construction, Estate planning -- Methods
Published
1990

21. It's never too early: the importance of making a will

Author

Fraioli, Patrick A., Jr.

Subjects
Wills -- Interpretation and construction, Estate planning -- Methods, Consumer news and advice
Abstract

[ILLUSTRATION OMITTED] If you pass away wIthout a wIll, your state may end up makIng decIsIons about your estate. There are lots of choices about what to do with your [...]

Published
2009

22. A will is still the way.

Author

Altman, Jeffrey A.

Subjects
Living trusts -- Planning, Estate planning -- Methods, Wills -- Interpretation and construction
Published
1989

24. Caveat testator

Author

Novack, Janet

Subjects
Wills -- Interpretation and construction, Inheritance and succession -- Management, Estate planning -- Methods
Published
1997

26. Why estate planning will always be important

Author

Biegel, Joe

Subjects
Estate planning -- Methods, Wills -- Interpretation and construction, Business, Business, regional, Economic Growth and Tax Relief Reconciliation Act of 2001
Published
2008

28. Family ties: how to protect your estate

Subjects
Estate planning -- Methods, Inheritance and succession -- Management, Wills -- Interpretation and construction, Business, Business, general, Women's issues/gender studies
Abstract

A will is but a first step to proper estate planning, which necessitates a series of steps. Estate managers and inheritors of respective property must be chosen and the date of turning over specified in a will. Settlement fees such as inheritance and estate taxes must be limited. For instance, survivorship insurance covers federal estate taxes whenever the second spouse passes away therefore ensuring that the heir receives the complete property. Other wishes for property distribution must also be included. Lastly, estate planning must be advised by professionals such as a lawyer.

Published
1996

30. Joint wills.

Author

Shah, Ramnik

Subjects
Wills -- Interpretation and construction, Estate planning -- Methods
Published
1995

33. The wills campaign.

Subjects
Wills -- Interpretation and construction, Estate planning -- Methods
Published
1987

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