TAX / ESTATES AND TRUSTS
ESTATES AND TRUSTS
International Tax & Estate Planning A Practical Guide for Multinational Investors Robert C. Lawrence III (Cadwalader, Wickersham & Taft LLP)
“This book is essential to my practice and an invaluable reference tool. It’s the next best thing to having Blattmachr on speed dial.” — Charles M. Sarowitz , Sarowitz Milito & Company, CPAs
Manning on Estate Planning Stephanie E. Heilborn (Proskauer Rose LLP)
This title showcases practice pointers and practical guidance around how estate planning attorneys and their high-net-worth clients should manage and dispose of their multinational estates. Its takeaways have been prepared by a leading authority in international and domestic tax, trust, and personal planning matters. Any practitioner or professional who assists an estate with assets worldwide will find useful information on how they can prepare estate planning vehicles and individualized testamentary plans. The strategies this title
This title introduces estate planning attorneys and their clients to the available avenues and planning vehicles for managing, maximizing, and protecting private assets. It includes the grounded perspective of its author, a prominent practitioner whose experience includes advising some of the world’s wealthiest families and financial institutions. Anyone who counsels, assists, or manages high-net-worth family assets will find detailed information on the pros, cons, exemptions, drafting issues, Internal Revenue Service considerations, and tax treatment
1 looseleaf volume, 418 pages, $311, Item #423000, ISBN 978-1-4024-4814-0, Updated annually or as needed
1 looseleaf volume, 698 pages, $535, Item #396593, ISBN 978-1-4024-4037-3, Updated annually or as needed
1 looseleaf volume or digital, 842 pages, $538, Item #370572, ISBN 978-1-4024-4412-8, Updated annually or as needed
shares touch upon tax-advantaged strategies, airtight drafting practices, and common errors that could prompt regulatory oversight and disclosure demands. The book also features helpful charts and checklists that practitioners and their clients can reference for calculating tax credits and owed taxes. Keep up with new estate planning best practices with PLI’s Upkeep Service.
Income Taxation of Property Acquired From a Decedent Matthew S. Beard (Matthew S. Beard, P.C.) This treatise equips readers with the knowledge and foresight needed to navigate the taxation landscape related to property transferred at death. Written by an accomplished tax attorney, the guide thoroughly explicates beneficial tax rules I.R.C. §102 and I.R.C. §1014, detailing their applications and potential discrepancies. Income tax and estate planning professionals will find this resource invaluable for its insights into planning opportunities, strategies to avoid potential traps, and the role of traditional estate planning techniques. The treatise also delves into relevant trends such as grantor trusts and cryptocurrency. Stay current in the constantly evolving landscape of tax law and estate planning through PLI’s upkeep service.
considerations around a variety of planning vehicles. Among the vehicles covered are QTIPs, QDOTs, QSSTs, ESBTs, straight income trusts, charitable lead trusts, grantor trusts, private annuities, and credit-shelter trusts. Readers will also find helpful sample clauses for use when forming a qualified personal residence trust. Receive up-to-date estate planning tips with PLI’s Upkeep Service.
1 looseleaf volume or digital, 1,408 pages, $450, Item #241211, ISBN 978-1-4024-3043-5, Updated annually or as needed
Blattmachr on Income Taxation of Estates and Trusts F. Ladson Boyle (University of South Carolina School of Law), Jonathan G. Blattmachr (Retired, Milbank, LLP), and Austin Bramwell (Milbank, LLP) This resource sheds light on up-to-date regulations that impact how the U.S. Internal Revenue Code taxes estates and trusts. Readers will access useful viewpoints from two widely published professors on taxation questions concerning foreign, simple, complex, revocable, and charitable lead trusts, along with other estate planning vehicles. Estate planning and private client attorneys, along with their high-net-worth clients, will access information about key income, depreciation, and depletion deductions applicable to their estate planning vehicles. This title includes practical pointers for completing a decedent’s final return, approaching taxation on a decedent’s income, land trust classifications, uniform basis rules, and more. In addition, readers can view worksheets and checklists focused on Form 1041, income tax pick-ups, S Corporation elections, and U.S. Treasury regulatory compliance. Track new income tax developments with PLI’s Upkeep Service.
Stocker on Drawing Wills and Trusts Robert W. Sheehan (Curtis, Mallet-Prevost, Colt & Mosle LLP)
A mainstay for lawyers and estate planners for more than 50 years, this guide walks readers through key drafting strategies for estate planning and trust formation documents. Its chapters, authored by two accomplished practitioners with substantial U.S. Tax Court and succession planning experience, reveal best practices for developing airtight wills and estate planning vehicles that facilitate generational wealth. Lawyers and estate planners will access hundreds of sample clauses they can reference when preparing client estate planning and trust documents. They will also learn practical tips for pinpointing client preferences and translating them into strong document language, balancing tax savings with income tax considerations, Fiduciary selection and role considerations, drafting pitfalls, execution strategies, and contingency-related obstacles. In addition, the guide outlines planning strategies for mitigating potential estate, gift, and GST tax exposure. Leverage up-to-date estate planning practices with PLI’s Upkeep Service.
These titles are available on PLI PLUS. Learn more on page 68.
2 looseleaf volumes or digital, 1,280 pages, $553, Item #447834, ISBN 978-1-4024-5000-6, Updated annually or as needed
18 | Click on Book Title to Order
Click on Book Title to Order | 19
Made with FlippingBook Digital Proposal Creator