Family Property Law: Cases and Materials on Wills, Trusts, and Future Interests |
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Page 284
... ESTATE PLANNING awyers frequently represent both spouses when designing an estate plan for La married couple . The joint representation occurs either because the spouses ask for joint representation in view of their shared mutual estate ...
... ESTATE PLANNING awyers frequently represent both spouses when designing an estate plan for La married couple . The joint representation occurs either because the spouses ask for joint representation in view of their shared mutual estate ...
Page 285
... Estate Planning : The Saga of Advisory Opinion 95-4 , Fla . B.J. , Mar. 1998 , at 39. The Advisory Opinion 95-4 , below , is representative of one view , among a range of views , regarding estate planning practice involving married ...
... Estate Planning : The Saga of Advisory Opinion 95-4 , Fla . B.J. , Mar. 1998 , at 39. The Advisory Opinion 95-4 , below , is representative of one view , among a range of views , regarding estate planning practice involving married ...
Page 637
... estate tax by allowing a marital deduction for qualified terminable interest property- " QTIPS " in estate - planning parlance . See IRC ยง 2056 ( b ) ( 7 ) . The great attraction of QTIPS is that they allow the decedent spouse to create ...
... estate tax by allowing a marital deduction for qualified terminable interest property- " QTIPS " in estate - planning parlance . See IRC ยง 2056 ( b ) ( 7 ) . The great attraction of QTIPS is that they allow the decedent spouse to create ...
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Common terms and phrases
3d of Property 3d of Trusts ademption adopted agreement ambiguity appeal apply assets attorney Bank beneficiary benefit bequest charitable child claim clause codicil common law constructive trust contract court held created creditors death decedent decedent's decision descendants determine devise discretionary discretionary trust disposition distribution divorce doctrine document donor effect elective share elective-share equitable ERISA estate planning estate tax executed extrinsic evidence federal gift tax heirs husband income inheritance instrument inter vivos trust interest intestacy issue joint judgment Kuralt lawyer lifetime marital deduction marriage nonprobate parents parties person plaintiff predeceased presumption protection provides purposes question reformation relationship residuary Restatement 3d result revocation revoke rule Senior settlor specific spendthrift trust spouse's statute statutory supra surviving spouse Taylor termination testamentary testatrix transfer tax trial court trust instrument trust law undue influence Uniform Probate Code valid wife witnesses