It\'s not about the "documents", it\'s about results! This workshop describes what separates an estate plan that addresses personal and tax planning goals, versus the traditional estate "plan" that is little more than "word processing".
Senior English Essay Prompts. Online assignment writing service.
Estate Plans That Work
1. ESTATE PLANS THAT WORK Presented by Richard J. Shapiro, J.D. Mindy Menke, J.D. Blustein, Shapiro, Rich & Barone, LLP 90 Crystal Run Rd., Suite 409 Middletown, New York 10941 (845) 692-0011
43. IRT Trustmaker(s) Transfer $ + house? Subject to 5-year look back Trustees (often one or more children) Principal distributions to class of beneficiaries? INCOME NO PRINCIPAL C1 C2 Protective trust Protective trust Capital gains exemption preserved if house sold (Subject to limited power of appointment) Trustmakers may replace trustees (after 2 nd death) Powers of Appointment?
44. “ APPLICATION” of an ESTATE PLAN THAT WORKS C. THE THREE ______ & _____ OF EVERY ESTATE PLAN: 1. ________ 2. ________ 3. ________
45. “ APPLICATION” of an ESTATE PLAN THAT WORKS THE THREE PHASES & COSTS OF EVERY ESTATE PLAN: 1. UPFRONT 2. UPDATING 3. SETTLEMENT
46.
47.
48.
49.
50.
51.
52.
53.
54. The 3 Phases of an ESTATE PLAN THAT WORKS 1. Counseling and Design Phase 2. Updating Phase 3. Settlement Phase
55.
56.
57.
58.
59.
60.
61.
62.
63. ESTATE PLANS THAT WORK Presented by Richard J. Shapiro, J.D. Mindy Menke, J.D. Blustein, Shapiro, Rich & Barone, LLP 90 Crystal Run Rd., Suite 409 Middletown, New York 10941 (845) 692-0011
Editor's Notes
Overhead #1 - The Truth About Estate Planning May I have your permission to be blunt?