The risks associated with trust activities have increased during the last decade and will continue to do so. This book covers the aspects of fiduciary activity which could expose trust institutions to risk and the core of audit related activities necessary to assess these risks. Includes changes in fiduciary taxation, investment management, regulations, accounting and technology.
A practical guide to advise Baby Boomers how to deal with the daunting task of facing a parents' eventual passing as it relates to residential contents, heirlooms, and the often difficult family interactions and feuds that accompany them.With fascinating stories and comprehensive checklists, professional estate liquidator Julie Hall walks Baby Boomers through the often painful challenge of dividing the wealth and property of their parents' lifetime accumulation of stuff. From preparation while t...
How to Make a Minnesota Will (How to Make a Minnesota Will)
by Atty Donna-Marie Boulay, Mark Warda, Atty Brette McWhorter Sember, and D M Boulay
2020 Weekly Monthly Planner (2020 Daily Weekly and Monthly W/ Holidays, #3)
by Minnie D White
A California Companion for the Course in Wills, Trusts, and Estates (Supplements)
by Susan F French
Why Wills Won't Work (If You Want to Protect Your Assets)
by Armond D Budish
This important guide walks readers step-by-step through the entire estate planning process, and provides scores of plans for a variety of situations to help readers reduce, defer, or climinate taxes. Includes timesaving forms, worksheets, and checklists.
Know your legal rights without spending a fortune in legal fees; get the advice of an expert for the cost of a book. It happens to everyone. You need legal help, but you have no idea what you're getting into or where to begin. The thought of hiring a personal attorney--and shelling out outrageous amounts of money in hourly legal fees--makes you cringe. Isn't there a better way? The Ask a Lawyer series arms you with practical, usable advice about common legal situations, answering your questions...
Primarily a practical precedent book, but containing much more than just precedents, this book will prove invaluable to all legal practitioners specialising in probate and succession law. Most chapters cover a constituent part of a will, and include a commentary which summarises the applicable law and gives pointers and advice on matters to be taken into consideration and pitfalls to be avoided. Clear and concise, this title written by Brian Spierin, whose recent title Succession Act 1965 and R...
Learn How to Prepare Your Estate and Avoid Costly MistakesWant to avoid probate? Gleaned from his forty-four years as an estate attorney, Sharp describes the probate process and the many reasons why it should be your last resort in estate settlement methods in How to Avoid Probate for Everyone. Living trusts are important, but there are many alternatives to using a living trust for probate avoidance. These alternatives are explained step-by-step as Sharp delves into the details. Examples of such...
Inheritance in Ontario (Genealogist's Reference Shelf)
by Jane E. MacNamara
Whether your ancestor left hundreds of acres of land, money, or a few modest belongings, the records created when those legacies were distributed can provide valuable clues to family connections, relationships, and just how your ancestors lived. Inheritance in Ontario will help you determine whether your relative's will was proved in the Court of Probate, surrogate courts, or another court, and navigate the finding aids to locate surviving estate files and other complementary records at the Arc...
Why Wills Won't Work (If You Want to Protect Your Assets)
by Armond Budish
Examples & Explanations for Wills, Trusts, and Estates (Examples & Explanations)
by Gerry W Beyer