Estate and Business Succession Planning: A Legal Guide to Wealth Transfer

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John Wiley and Sons, Jun 15, 2001 - Business & Economics - 384 pages
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Written by two attorneys who specialize in estate planning, this book clarifies all the issues involved in planning an estate and transferring wealth. It offers comprehensive estate planning guidelines, including creating a will, designating power of attorney, trusts, and life insurance, and includes up-to-date estate and inheritance tax information.
 

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Contents

Chapter 1 The Heart of the Estate Plan
1
Chapter 2 Your Last Will and Testament
7
Chapter 3 Power of Attorney
39
Chapter 4 Advance Directive for Health CareYour Living Will
47
Chapter 5 Utilization of the Exemption Equivalent and Annual Exclusion
53
Chapter 6 Spousal Planning
65
Chapter 7 Irrevocable Life Insurance Trusts
73
Chapter 8 GenerationSkipping Transfer Tax
87
Chapter 16 Start with a Business Valuation
157
Chapter 17 BuySell Agreements
171
Chapter 18 Funding BuySell Agreements
183
Chapter 19 Transference of Business Interests
189
Chapter 20 FamilyOwned Business Exclusion
199
Chapter 21 Family Limited Partnerships
205
Chapter 22 Grantor Retained Annuity Trusts and Grantor Retained Unitrusts
213
Chapter 23 Intentionally Defective Grantor Trusts
223

Chapter 9 Transferring Wealth to Minors
97
Chapter 10 Integrating Retirement Planning with Estate Planning
105
Chapter 11 Charitable Planning
113
Chapter 12 Supplemental Needs Trusts
123
Chapter 13 Qualified Personal Residence Trust
131
Chapter 14 Integrating the Titling of Assets with the Intent of the Estate Plan
141
Chapter 15 Business Succession Planning
151
Chapter 24 Split Dollar Life Insurance
229
Chapter 25 SelfCanceling Installment Notes and Private Annuities
239
Chapter 26 Conclusion
247
Appendix A
265
Appendix B
351
Index
355
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