A guide written in layman's terms describing the bookkeeping aspects of being an executor, trustee, or attorney for property under Ontario law. Readers will have access to online spreadsheets available for download. The spreadsheeets include sample entries and formulas to make it easier to get started. As one reviewer has said, "For most of us, taking on the role of an executor is a confusing and daunting task. In this guide, Donna has done an excellent job of explaining the elements of simple estate accounting and provides a useful template to guide you through the process. I cannot imagine a better introduction to this challenging topic."

Don't Fall Victim to Discriminatory Laws Not when you and your partner can do something about it. You and your partner can empower yourselves though the proven legal techniques described in the book Estate Planning for Domestic Partners: The Legal Secrets You Need to Know to Protect Your Partner and Your Future. Written by a prominent partner protection planning attorney, this valuable information can help you navigate around the restrictive laws that prevent you and your partner from gaining full marriage and tax rights by using other legal principles such as contracts, trusts, and powers of attorney.

This book is designed for law school courses covering trusts. The cases, problems, and questions are drawn extensively from Texas materials and attempt to provide the student with a comprehensive understanding of how trust creation, administration, and enforcement are handled in Texas. Resulting trusts, constructive trusts, and trust accounts are also discussed.

The Gay Marriage Alternative provides LGBT and other unmarried couples with partner protection planning solutions now that are equal to or better than rights married heterosexual couples take for granted... without changing the law. The right combination of trusts, powers of attorney and medical directives can provide these rights while retitling accounts as joint with a right of survivorship, drafting Wills, and transferring funds to a partner can lead to tax or administrative disasters. Find out the right way you and your partner can seize legal equality, security, and peace of mind. While the struggle for nationwide marriage equality may take decades, partners can protect each other now.

This book is designed for law school courses covering intestate succession and wills. The cases, problems, and questions are drawn extensively from Texas materials and attempt to provide the student with a comprehensive understanding of how property transmission at death is handled in Texas.

Your financial legacy is different than anyone else s. The effort you put into earning and saving your money, your retirement plans, your dreams for your family s future: these are all uniquely yours. Blindly following a cookie-cutter tax solution will jeopardize these wishes and cost you dearly. Cut Your Tax in 2010 gives you the straight talk on why most of us are destined to pay too much in taxes and what you can do to escape this fate. Learn: Why Uncle Sam desperately wants your money How to protect your personal and business assets in four smart steps How an estate plan can save your family more than just taxes Plus, get insights on the capital gains trap, the tax benefits of living trusts, and other tax-saving tips. This book is ideal if you are a retiree or someone working towards retirement who has built up a financial legacy for your family. Don t hand Uncle Sam more of your hard-earned money than he deserves. Learn what it takes to truly protect it, grow it, and pass it on.

Drafting effective wills and trust allows property to be given to the people or institutions that matter most to an individual. This book explains how to do the special, thoughtful drafting required by anyone who truly cares about distribution of property, care of elderly parents, guardians for young children, or care for pets after the owner is gone. The book is richly illustrated by samples of techniques used in the actual wills and trusts of well-known Americans. Topics covered include: WHAT HAPPENS WITHOUT A WILL; CAPACITY TO MAKE A WILL; SELECTING THE TRUSTEES; DESIGNING PET TRUSTS. Realistic, thought-provoking DRAFTING EXERCISES followed by detailed POINTERS FOR DRAFTING help the reader develop the skills needed for effective drafting. The concluding chapters cover related documents, including: MEDICAL AND FINANCIAL POWERS OF ATTORNEY, MEDICAL DIRECTIVES and LIVING WILLS. About the author: Lucy Marsh, Professor of Law at University of Denver Sturm College of Law is a native to Denver. She is a 1963 graduate of Smith College and a 1966 graduate of the University of Michigan Law School. While attending the University of Michigan, she played a key role in setting up the first legal clinic in Ann Arbor to serve the underprivileged. She has led a distinguished career as an attorney, professor and advocate for community causes. Admitted to the bar in both Connecticut and Colorado, she was the first woman elected to the Colorado Bar Association Real Estate Section's Title Standards Committee, served the city as member of the Denver District Attorney's Office in the 1970's, was a commissioner to the Colorado Real Estate Commission, and provided legal assistance to the Colorado AIDS project. Her academic career at the University of Denver began in 1973 as a part time professor and led up to her present position as a full professor in 1982. Since that time she was voted DU Professor of the Year in 1985 and was elected by the students in 1987 to give the commencement address. She now leads a unique program in which the students in her Trust and Estates classes participate in a Will's Lab, providing free services for the indigent and elderly. She also employs a unique teaching tool called the Technicolor System, attributed to her father, Thompson Marsh, to assist in the learning process by color coding different types of information in student's legal drafts

ESTATE PLANNING: The Heroes Way for Baby Boomers, is a one-of-a-kind book that answers the question: How do you help people stare mortality in the face, and enjoy it as they plan the distribution of their legacy after death? This book provides you George Washington as a modern hero, with surefooted steps exploring and explaining every angle of the death and inheritance system. The Heroes Way, tells you which Revocable Trust may be right for you. If you do not like the plan, that's great! At least, you are thinking for yourself, and know what you are talking about. You will be learning how you want to create your trust, not the way someone else deems is right. That means you understand how "credit shelter trusts" work. Then you can get the job done.

Are you interested in paying the minimum amount of estate and gift taxes? Would you like to avoid probate and keep your financial affairs private? Estate Planning in Arizona is the reference you need. Written for Arizonans with little or no legal experience, this book tells you what you need to know:

The basics of wills and trusts
Protecting your assets
Appointing guardians for your children
Health care directives and living wills
Taking title to real estate
. . . and much more!

Providing you with a better understanding of the laws and issues involved in estate planning, this comprehensive, easy-to-understand book will help you to preserve wealth, protect your family, and create a winning succession plan.

The principles of Nigerian law of succession and the statutes backing them are presented in practical language; and includes an extensive number of case studies. Among the topics covered are legitimacy, legitimation and rights of inheritance; intestate succession (non-customary); testate succession (wills); succession under customary law; and administration of estates. Itse Sagay is a Senior Advocate of Nigeria and was previously a professor of law and Dean of the Faculty of Law at the University of Benin. He is currently in private practice, and a consultant to numerous local and international clients.

No matter what your age or marital status, someone in your family will be affected by probate in one way or another. Julie Jason's Guide to Connecticut Probate: What Every Connecticut Family Needs to Know About Probate, gives you a lay of the land in an easy to understand form that you and your family members will enjoy reading. Acclaimed by experts in the trusts and estates field, this book will help you learn important lessons that your family can apply today to address uncertainties, save money, avoid unnecessary taxes, find and work with an experienced lawyer, and set up a family plan to organize affairs. Worth the price of the book alone is the reference section containing official Connecticut forms and publications and other valuable resources.

A Matter of Trust is a book for everyone - everyone, that is, who cares about what happens to them in the event of disability and to their legacy at the time of their death. Maggie Kinnick was a widow of comfortable means who created a revocable living trust on the advice of her trusted advisors after the death of her only child, Pat. Her trust was created to provide Maggie with financial caretakers and oversight in the event she could no longer handle her own affairs due to mental incompetence and to distribute her legacy at her death. Her trust met the letter of the law and had typical "lawyer language" giving broad discretion to the trustees to expend funds on her behalf. No one anticipated that "discretion" cuts both ways and the trustee would exercise discretion not to expend funds for Maggie - primarily out of an abundance of caution to preserve her assets. Instead of protecting Maggie, the trust and its interpretation by the trustees created a living nightmare for her -- one that continued even after her death. A Matter of Trust is the definitive guide to create legal directives so that Maggie's nightmare can be avoided and to provide guidance on the creation of personalized instructions to properly guide caretakers about when and how discretion should be exercised. Estate planning attorneys and authors, Peggy R. Hoyt and Candace M. Pollock, present the real truth about trusts, trustees, and about the need for proper estate planning. Join them on Maggie's journey through a living trust abyss. Create a different result for yourself!

Private investments in public equity (PIPEs) offer a practical financing alternative for companies seeking capital and a unique asset for investors. For practitioners who know how to identify and execute transactions, PIPEs present a growing opportunity.
This revised and updated guide presents the views, voices, and invaluable expertise of leading practitioners from all specialties in the field. The book is divided into three parts: "The Business of PIPEs," which provides a historical backdrop and overview; "Regulatory Landscape and Structural Alternatives," which details the legal framework and transaction structures; and "Deal Flow," which offers the investor's perspective on negotiating deals.
With detailed discussions, ranging from the origins of the marketplace and deal structures to legal considerations and due diligence, and from finding new opportunities to trading strategies, this book provides a clear window to the inner workings of this active area of the small-cap market. Investors, financial analysts, investment bankers, corporate and securities attorneys, and executives of public companies will find substantial value in the pages of this book.

Overview of the laws of trusts in Nigeria as well as a study of the sociological nature, function and adequacy of trusts as a means of administrating property in Nigeria.

Have you been appointed by a family member to be the personal representative or executor of their estate? Have you considered how you would like your own personal possessions to be distributed? This book was written to introduce and familiarize its readers with easy to understand estate closing techniques and probate procedures. It is the author's intent to educate any individual that is either faced with closing an estate, or anyone that may be considering how their own estate might be administered. After reading this book, you too may consider yourself a professional as you set out to close your estate with ease.

This book is an examination of the law of land registration in England and Wales in light of the Land Registration Act 2002, and it looks in particular at the way land registration is influenced by, and in turn influences, the evolution of land law as a whole. It is argued, for instance, that land registration is changing the nature of ownership. The book examines the legal problems that have arisen in connection with land registration and considers the effect of the 2002 statute. It draws extensively upon the law in other jurisdictions and considers possibilities for future development. This is a book which will be essential reading for students, their teachers, and practitioners who will have to grapple with the intricacies of the new Act when it comes into force.

This book centers on estate planning with code sections, regulations, court cases and experiences involved in estate planning. It was written over 5 years with excitement, pain, love and hate. It was designed for the regular person to understand because the Internal Revenue Code is not user-friendly, never was and never will be until Congress decides differently. While there are technical areas in this book, there is also an effort to explain those areas in everyday terms so the reader can easily get the point of estate planning. You must read the section on Being A Consultant - Absolutely Brutal!

The most complete and up-to-date estate-planning guide available...

Thoroughly revised and updated to reflect the latest tax codes, the third edition of How to Settle an Estate is the essential step-by-step guide to lead readers through the complex and daunting process of settling an estate. In clear and practical lay terms, authors Charles K. Plotnick, L.L.B., and Stephan R. Leimberg, J.D., both experts in estate planning, provide readers with invaluable advice, including:

Second to none in critical legal information for enhancing the results of charitable fund-raisers in the new millennium

As the competition for gifts grows increasingly intense in the new millennium, managers and fund-raisers for charitable organizations must learn how to work with tax and business law to optimize their return. Written by the leading legal authority on the law regulating charitable fund-raising, this companion to the indispensable First Legal Answer Book for Fund-Raisers provides more accessible approaches to understanding federal and state laws and offers additional solutions to enhance an organization’s wealth and effectiveness. Bruce Hopkins clearly explains to fund-raisers the pertinent aspects of the law, enabling them to dramatically increase funding without legal missteps. He also thoroughly details the steps needed to solve the fund-raiser’s most pressing legal headaches, including the troublesome intermediate sanctions rules, property valuation issues, the gift substantiation rules, disclosure requirements, estate planning, the securities and antitrust laws, IRS audits, and much more.

This book provides critical answers to fund-raisers’ questions such as:

• How do the intermediate sanctions rules apply to fund-raisers?
• What are the rules as to property valuation?
• How do the gift substantiation and quid pro quo contributions rules work?
• What disclosure rules apply?
• What rules apply to auctions and other special events?
• What should the fund-raiser know about estate planning?
• How do the postal, securities, and antitrust laws apply?
• How does the IRS audit fund-raising?
• What are the major changes in the law since publication of The First Legal Answer Book for Fund-Raisers?

With its comprehensive coverage of the legal issues that charitable organizations engaging in fund-raising face, The Second Legal Answer Book for Fund-Raisers, combined with The First Legal Answer Book for Fund-Raisers, is a powerful resource–and first-choice reading that every fund-raiser must have.

www.wiley.com/nonprofit

THE ONLY GUIDE YOU'LL NEED TO WISELY MANAGE YOUR INHERITANCE AND MAKE IT GROW FOR FUTURE GENERATIONS...

You're not alone. Sixty million Americans stand to be on the receiving end of an inheritance in the coming years. Planning is crucial if you hope to preserve your windfall, save on taxes, and avoid family squabbles. In The Inheritor's Handbook, expert Dan Rottenberg offers a comprehensive guide through the inheritance process that gets to the heart of the complex issues, both financial and emotional, that beneficiaries face. He demonstrates how future heirs can discuss money and wills, choose advisers, manage investments, and much more. Using real-life examples, Rottenberg provides tested solutions to sensitive inheritance issues -- before the time of death, at the time of death, and years later. The Inheritor's Handbook is the only book you'll need to help you manage the difficulties, decisions, and opportunities that come with inheriting.

Contractual and fiduciary relationships are the two primary mechanisms through which the law facilitates coordinated pursuit of our personal interests. These fields are often represented in oppositional terms, and many accept the distinction that contract law allows an individual to pursue their interests independently, while fiduciary law allows an individual to pursue their interests in a dependent or interdependent way. Relying on this distinction, however, seems to suggest that the boundaries between the fields of contract and fiduciary law are fixed rather than fluid. Bringing together leading theorists to analyse critically important philosophical questions at the intersection of contract and fiduciary law, Contract, Status, and Fiduciary Law demonstrates that popular characterizations of the relationship between contract and fiduciary law are overly simplistic. By considering how contract and fiduciary law interact, and not just how they differ, the contributors to this volume offer new insights into a range of topics, including: status relationships, voluntary undertakings, duties of loyalty, equity, employment law, tort law, the law of remedies, political theory, and the theory of the firm.