Practical Guide to Estate Planning (2024)

Format: Print Book
Product ID: 10029998-0016
ISBN: 9780808059103
Provides an overview of estate planning and covers a wide variety of principles and tools that range from simple to complex.

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The Practical Guide to Estate Planning (2024) provides an overview of estate planning and covers a wide variety of principles and tools that range from simple to complex. The informative guide contains an extensive, well-annotated collection of forms and examples that appeal to new and experienced estate planners alike. It is published by Wolters Kluwer and is available for purchase in softcover format.

Features of Practical Guide to Estate Planning (2024)

Practical Guide to Estate Planning (2024) addresses the rules involved in estate planning and the various ways in which estates may be structured to help protect assets from taxation.

The layout of this book reflects the authors’ emphasis on simplicity and clarity. The book begins by providing a general overview of the estate planning process, including the rules involved in estate planning and various ways in which estates may be structured to achieve desired tax effects. It then goes on to discuss gifts and specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning with the use of private foundations and split-interest trusts.

At the end of Practical Guide to Estate Planning (2024), you will find an extensive collection of estate planning forms and examples that allow you to access the information you need quickly and conveniently. Some of these forms and examples include:

  • Living trust
  • Irrevocable life insurance trust
  • Annual exclusion trust
  • Pour-over will
  • Will with outright dispositions
  • Codicil
  • Living will
  • Charitable remainder unitrust
  • Durable power of attorney
  • Health care proxy
  • Qualified personal residence trust (QPRT)
  • Grantor retained annuity trust (GRAT)

The library of forms and examples serves as a quick reference guide that explains why and how various estate planning tools are implemented. The authors provide comprehensive annotations and alternative drafting options throughout

Benefits of Using Practical Guide to Estate Planning (2024)

With its wealth of information and impressive assortment of forms and supporting materials, this guide offers something of interest for every tax professional. Its clarity and organization, augmented by well-constructed examples, practice tips, diagrams, and charts, make it a work that will be useful to both the newcomer and tenured tax practitioner.

It was written by a respected group of authors with extensive experience in the field, including:

  • Ray D. Madoff, J.D., LL.M.
  • Cornelia R. Tenney, J.D., LL.M.
  • Martin A. Hall, J.D.
  • Lisa Nalchajian Mingolla, J.D., LL.M.

By using Practical Guide to Estate Planning (2024), you will gain a better understanding of knowing when and why a certain estate planning tool should be used. You will also be able to serve your clients more effectively and make use of the full spectrum of estate planning tools available.

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More Information
Contributors Ray D. Madoff, Cornelia R. Tenney, Martin A. Hall, Lisa Nalchajian Mingolla
Product Type Publications
ISBN 9780808059103
Format Print Book
Cornelia R. Tenney
Cornelia R. Tenney,is counsel in the Private Clients Group at Hill & Bartow, P.C. in Boston, Massachusetts. She received a B.A. with honors and an M.L.S. from the University of Wisconsin-Madison, an M.A. from the University of Pennsylvania, a J.D. magnacum laude from Harvard Law School, and an LL.M. in Taxation from Boston University. She served as a clerk to Justice Ruth Abrams at the Massachusetts Supreme Judicial Court. Her practice is focused on sophisticated estate planning, planning for business interests, and charitable organizations, and she has written and lectured frequently on these topics.

Lisa Nalchajian Mingolla
Lisa Nalchajian Mingolla is a partner in the Trusts and Estates and Tax Departments at Sullivan & Worcester LLP In Boston, Massachusetts. Ms. Mingolla received her B.S.E., magna cum laude, from Princeton University, her J.D. from Boston College Law School, and her LL.M. in Taxation from Boston University School of Law. She is a member of the Trusts and Estates Section and Estate Planning Committee of the Boston Bar Association.

Martin A. Hall
Martin A. Hall,has been with the law firm of Ropes & Gray, in Boston, Massachusetts, since 1986 and has been a partner since 1994. He is a member of the Private Client Group and Tax and Benefits Department. Prior to joining Ropes & Gray, he was associated with the Boston law firm of Herrick & Smith and was a Bigelow Teaching Fellow and Lecturer in Law at the University of Chicago Law School in 1982-83. Martin graduated with an M.A. in law, first class honors (1981) from Cambridge University, England and earned a J.D., summa cum laude (1986) from Boston University School of Law. Martin is co-author with Carolyn M. Osteen, also of Ropes & Gray, of the Harvard Manual on Tax Aspects of Charitable Giving (8th ed. 1999). Martin serves on several committees of the Tax Section of the American Bar Association and is a frequent lecturer on estate planning and charitable giving topics

Ray D. Madoff
Ray Madoff, is a Professor at Boston College Law School where she has been specializing in the areas of trusts and estates and estate planning since 1993. Prior to entering teaching, she practiced law in New York and Boston, most recently with the firm of Hill & Barlow, P.C. She received her B.A. from Brown University with honors and her J.D. and LL.M. in Taxation from New York University School of Law. Professor Madoff has been a frequent lecturer on issues of tax and estate planning and is the author of numerous publications including, Undue Influence, 81 Minnesota Law Review 571 (1997) and Taxing Personhood: Estate Taxes and the Compelled Commodification of Identity, 17 Virginia Tax Review 759 (1998). Professor Madoff is an Academic Fellow of the American College of Trusts and Estates Counsel. ACTEC is a national association of approximately 2,700 lawyers ""who have made outstanding contributions to the field of Trusts and Estates in their communities.""