Browse Estate planning topic

Management subtopic

Articles 1-40 out of 40 article(s) Title Author Type Date Words Tax planning opportunity. Cohen, Dennis Feb 12, 2009 496 Quick points on prenups: premarital agreements (also known as prenuptial agreements, or "prenups" for short) involve elements of estate planning and divorce law. And because such agreements can center on finances and taxes, accountants should be aware of how they operate. Schoenmeyer, Joel A. Jan 1, 2009 635 Life planning--the final component in the estate planning process: planning for the financial future of a person with a disability. Gruetzmacher, Arnie Dec 22, 2008 578 Planning for family members with special needs. Barr, Katherine Oct 1, 2008 1459 The labyrinth: negotiating the intricacies of future planning. Stearns, Ann N. Nov 1, 2007 1677 Estate planning for the exceptional parent. Williams, Timothy E. Nov 1, 2007 1361 Top estate planning mistakes for practitioners to avoid. McCoy, Surgent Jul 1, 2005 512 Divorce issues and business succession planning. Capassakis, Evelyn M. Dec 1, 2004 4637 Current developments. Lutz, James Dec 1, 2004 6279 Hurry up and die: favorable estate tax changes scheduled to disappear in 2011. Sparkman, Worth Mar 22, 2004 3118 Certain gifts with adjustment clauses may not produce desired tax results. Keith, Bryan Feb 1, 2004 515 Protecting 'You, Inc.': introducing the personal general counsel--an attorney whose primary responsibilities lie in protecting and representing the interests of the individual executive or director. Dadakis, John D. Jan 1, 2004 2055 Utilizing tax havens in income tax, estate and asset protection planning. Brinker, Thomas M., Jr. Dec 1, 2003 1293 An 80% tax bracket? Beware the hidden tax trap of IRD. Allmon, Michael B. Dec 1, 2003 1569 Is your family business a sitting duck? Risdon, David L. Sep 1, 2003 1166 How to convert a million dollar taxable IRA to ten million dollars of tax-free cash without risk. Auster, Rolf Aug 1, 2003 2655 Domestic asset protection trusts: a viable estate and wealth preservation alternative. Wells, Thomas O. May 1, 2003 5141 The benefits of CRATs. Fink, Philip R. Dec 1, 2002 2794 Florida durable powers of attorney: exploring the limits of an agent's authority. Tiernan, Peter B. Jul 1, 2002 5306 Florida homestead: a difficult post-mortem estate tax planning property. Robison, Mary A.; Fisher, Michael W. Jan 1, 2002 3833 Natural Fiduciaries. Allmon, Michael B. Nov 1, 2001 1459 Waiting for estate tax repeal: what do you tell your clients in the meantime? (Real Property, Probate and Trust Law). Gans, Richard R. Nov 1, 2001 5502 New value in old policies. Alexander, Neil Oct 1, 2001 1745 Determining whether IRA distributions to a trust are income or principal. Moore, Philip E. Oct 1, 2001 852 Getting an Expert Opinion on Family Business Success. Brief Article Sep 24, 2001 551 Significant recent developments in estate planning. McNamara, Jill Sep 1, 2001 3946 Hand-written listing of assets was not qualified disclaimer. Fiore, Nicholas J. Sep 1, 2001 496 When the client wants to leave it to the cat. Hayers, Michael Jul 1, 2001 2970 Flexible "Wait-And-See" Agreement. Olearcek, Patrick F. Mar 1, 2001 1471 How to maximize IRA accumulations. Johnson, Linda M. Dec 1, 2000 4278 IRA beneficiary documents. Koppel, Michael D. Dec 1, 2000 474 Passing on the Business. KRONEMYER, BOB Aug 1, 2000 1417 Will the Death Tax Buy the Farm? McCRARY, DEANNA Aug 1, 2000 1443 IRA's and estate planning. Leifer, Howard Sep 1, 1999 1035 Eight reasons clients give for not wanting to engage in estate planning (and counterarguments CPAs can offer). Slott, Edward A. Dec 1, 1997 568 Drafting wills for the remarried spouse. Kiziah, Trent S. Jan 1, 1997 2918 What are intervivos trusts? They may be the answer for people looking to protect their wealth. Waithaka, Njeru Dec 1, 1995 538 Ready for retirement? Anderson, Tracey A.; Schroeder, Marilou Nov 1, 1994 1366 Protecting assets from lawsuits and creditors while saving income and estate taxes. Miedaner, Randall M. Aug 1, 1993 704 Estate planning for parents of children with disabilities. Wood, Lisa J. Nov 1, 1992 1526