Estate Planning, Wills and Trusts : For Business Owners and Entrepreneurs (Entrepreneur Legal Guides)
Estate plans are created for a variety of reasons, but they aren’t just about distributing your assets. First and foremost, you want the security of knowing that you have provided for your loved ones and minimized the legal issues and financial insecurity they might otherwise face upon your death. As a business owner, you need a plan for business succession or transition and have a unique set of considerations to take into account. You may even want to leave a charitable economic legacy. In any event, your estate plan should be tailored to fit your personal situation.
With a special emphasis on business owners, W. Rod Stern covers:
- Wills, living trusts, gifts, charitable trusts and more
- The pros and cons of probate
- How to transition your business so your heirs can benefit
- Selecting trustees and guardians
- Reducing estate taxes
- Long-term asset management
Begin now, and design an estate plan that protects both your family and your business.
Sample documents include:
- Simplified Sample Will
- Simplified Sample Family Trust
- Financial Summary Worksheet
- Total Assets and Liabilities Worksheet
- Your Family Documentation Worksheet
- Asset Value Test
- Income and Expense Test
- Calculating Life Insurance Needs
- Tax Impact of Gifting
- Common Distribution Provisions for Wills and Rrusts
- IRS Publication 950 Introduction to Estate and Gift Taxes
- IRS Publication 706 U.S. Estate Tax Return
- IRS Publication 709 U.S. Gift Tax Return
- IRS Publication 1041 U.S. Income Tax Return for Estates and Trusts
- Schedule K1, 1041 Beneficiary’s Share of Income, Deductions, Credits, etc.
For 30 years, Entrepreneur has provided the most trusted business advice available to business owners. Our legal guides continue that tradition by offering current and cost-effective legal advice so you can resolve the business and legal issues you face on a daily basis. We also strive to help you identify when it’s in your best interest to seek the personalized advice and services of a practicing lawyer.
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Price: $ 3.53
The Elder Law Hawaii Handbook: Protecting Your Health, Wealth, and Personal Wishes (Latitude 20 Books)
This text describes the essential information needed by individuals and their families or partners who face serious issues such as declining health and the need for long-term care, appropriate legal and financial planning, and dealing with death, bereavement and grief. In straightforward language, the authors discuss basic legal, financial and healthcare preparations, including information about lawyers and how they can help you in planning your future, drawing up a valid will, probate, executing a durable power of attorney, eligibility requirements for Medicare, Medicaid and other state and federal medical assistance programmes.
List Price: $ 19.95
Price: $ 36.00
How to Protect Elders from Harm (Oceana’s Legal Almanacs: Law for the Layperson)
As an increasing percentage of our population moves into their elder years, there is a growing concern about elder care issues. What constitutes maltreatment? What laws are in place to protect elders from danger? When should a lawsuit be considered? These are just as few of the questions James T. O’Reilly addresses in this publication.
The author presents a number of real-life scenarios and offers expert advice on how to prevent harmful situations as well as how to take appropriate legal action if necessary. O’Reilly explores each situation in detail so readers can make informed decisions to maximize the responsiveness of each option. Topics covered include understanding the risks to the safety of elders, how the government protects elders against risk, medication issues for elders and abuse and assault.
How to Protect Elders from Harm is a must-have resource for anyone interest in learning more about protecting elders from insufficient care or maltreatment.
List Price: $ 45.00
Price: $ 39.22
New York Elder Law Handbook (March 2011 Edition)
Thousands of advocates for older, blind, and disabled New York State residents rely on PLI’s New York Elder Law for useful, authoritative guidance on the legal issues confronting their clients and on the ways these practitioners can work more effectively with various federal and state agencies to help their clients.
New York Elder Law taps experts in their respective fields to cover the latest legal issues and pertinent figures with regard to Social Security; Supplemental Security Income; Social Security and SSI Disability; Medicare; Supplemental Medical Insurance; Medicaid for the elderly, blind and disabled; home care; protective services; housing; nursing homes; health care decision-making; veteran’s benefits; and retirement plans.
New York Elder Law contains numerous checklists to save you time and help you stay up to speed with rapidly changing laws and numbers, including up-to-date eligibility and benefit levels, benefit checklists for older adults, and flow charts for step-by-step guidance through complex appeals processes.
Updated at least once a year, New York Elder Law is an essential handbook for attorneys, health care professionals, social workers, financial planners, and other advocates for older clients.
Founded in 1933, Practising Law Institute (Practicing Law Institute, PLI) is the nation’s foremost provider of continuing legal education. PLI is a leading publisher of authoritative legal references and other information resources and offers more than 300 live and electronic programs nationally.
About the Author
Sadin Institute on Law & Public Policy of the Brookdale Center for Healthy Aging and Longevity, Hunter College/City University of New York has been in operation since 1977 as a legal support system for advocates who serve the elderly. It is a past recipient of the National Academy of Elder Law Attorney’s President’s Recognition Award for lasting contributions in the field of elder law and in advocating for the elderly.
Thousands of advocates for older, blind, and disabled New York State residents rely on PLI’s New York Elder Law for useful, authoritative guidance on the legal issues confronting their clients and on the ways these practitioners can work more effectively with various federal and state agencies to help their clients.
New York Elder Law taps experts in their respective fields to cover the latest legal issues and pertinent figures with regard to Social Security; Supplemental Security Income; Social Security and SSI Disability; Medicare; Supplemental Medical Insurance; Medicaid for the elderly, blind and disabled; home care; protective services; housing; nursing homes; health care decision-making; veteran’s benefits; and retirement plans.
New York Elder Law contains numerous checklists to save you time and help you stay up to speed with rapidly changing laws and numbers, including up-to-date eligibility and benefit levels, benefit checklists for older adults, and flow charts for step-by-step guidance through complex appeals processes.
Updated at least once a year, New York Elder Law is an essential handbook for attorneys, health care professionals, social workers, financial planners, and other advocates for older clients.
Founded in 1933, Practising Law Institute (Practicing Law Institute, PLI) is the nation’s foremost provider of continuing legal education. PLI is a leading publisher of authoritative legal references and other information resources and offers more than 300 live and electronic programs nationally.
About the Author
Sadin Institute on Law & Public Policy of the Brookdale Center for Healthy Aging and Longevity, Hunter College/City University of New York has been in operation since 1977 as a legal support system for advocates who serve the elderly. It is a past recipient of the National Academy of Elder Law Attorney’s President’s Recognition Award for lasting contributions in the field of elder law and in advocating for the elderly.
List Price: $ 195.00
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New Times, New Challenges: Law and Advice for Savvy Seniors and Their Families
If your parents are growing older, if you are growing older (or at least you hope to), you will face new times and new challenges. This book will help. A law professor and a leading elder law lawyer team up to offer legal and practical advice on retirement issues (finances, housing, health care), walk you through various estate planning options (living trusts, wills, advance directives), and help your family in truly sad times, disability and death in the family. They also help you avoid, and, if that’s too late, deal with bad folks: caretakers who abuse elders, obnoxious bill collectors, scam artists, identity thieves, and those discriminate on the basis of age or disability. Alas, there are even legal problems associated with grandparenting and remarriage (the triumph of hope over experience).
As to driving and sex, while there is both good and bad news, one message stands out: never at the same time.
The topics may be sobering, but the style is not. It’s a good read, often funny and even, on occasion, profound. Charles Sabatino, the director of the American Bar Association’s Commission on Law and Aging, writes that the book is ”an encyclopedic legal reference with the down-home philosophy and wit of Will Rogers, wryly enriched by poetry, humor, and existential musings.” Doctor Andrew Weil finds the book ”entertaining and uplifting with very practical and sensible suggestions.” He will use it himself and will recommend it to patients, friends, and loved ones.
Whether you buy this book or not, the time is now to face the new challenges that are hurrying near. How? Sit down for an hour and write a letter to your family, covering such things as end-of-life care, living arrangements in the case of disability, and who gets the grandfather clock. (There is a suggested model in the book.) Discuss your letter with loved ones. You will save you and your family, money, confusion, and heartbreak. Challenges, unaddressed, fester.
Professor Hegland has spent his career teaching law, mostly at Arizona but also UCLA and Harvard. He has degrees from Stanford, UC Berkeley, and Harvard. Author of several legal books, he is known for his wit and clarity. Robert Fleming has spent his career practicing elder law. He lectures nationally and authors a legal treatise used by many of the nation’s elder law lawyers.
They know their stuff. And now you can too.
List Price: $ 27.00
Price: $ 24.94
Legal Aspects of Elder Care
Planning, providing, and evaluating geriatric care raises a wide variety of legal issues for health and human services practitioners and those who advocate for, develop, and enforce the public policies within which services are delivered. This text offers excerpts from selected statutes and regulations, judicial opinions, and the legal and health care journal literature, as well as commentary on these materials, discussion questions and hypothetical cases, and suggestions of other information sources for the teacher and student. Ideal for courses or programs in health administration, nursing, law, ethics, social work, or gerontology, this text will stimulate class reflection and interaction regarding the meaning and relevance of key legal concepts for the present or future health care professional. For the healthcare professional, it will inform and sensitize those who will deal with older persons about some of the current and potentially emerging legal issues they may encounter in providing services to older patients/clients, and to help them respond intelligently to legal issues and the responsibilities they impose.
List Price: $ 100.95
Price: $ 79.21