Tolley's Estate Planning 2001-02

Tolley's Estate Planning 2001-02


By (author) Simon McKie, By (author) Sharon Anstey

List price $107.75

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  • Publisher: Tolley Publishing
  • Format: Paperback | 495 pages
  • Publication date: 17 October 2001
  • Publication City/Country: London
  • ISBN 10: 0754511960
  • ISBN 13: 9780754511960
  • Illustrations note: tables, index

Product description

Considering all aspects of estate planning, this book shows how to formulate strategies for the provision, holding and devolution of personal and family resources, with practical planning suggestions. It includes a practical step-by-step case study and worked examples.

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Table of contents

What is Estate Planning?; Lifetime Planning; Introduction to Trust Law; Creating Settlements; Existing Settlements; Offshore Trusts; Insurance; Pensions; The Family Home; The Family Business; The Family Farm; Woodlands; Gifts to Charities, etc; National Heritage Property; Matrimonial Breakdown; Planning for Death; Post-Death Planning; Investing Abroad; Immigration and Emigration; The Foreign Client; Lifetime Planning - A Case Study; Table and Statutes.