You have no items in your shopping cart.

Estate Planning Client Strategies, 2011 ed: Leading Lawyers on Creating Flexible Estate Plans, Developing Trusts, and Meeting Client Expectations (Inside the Minds)

Estate Planning Client Strategies, 2011 ed

  • Author:
  • Publisher: Aspatore
  • ISBN: 9780314207371
  • Published In: June 2011
  • Format: Paperback , 148 pages
  • Jurisdiction: U.S. ? Disclaimer:
    Countri(es) stated herein are used as reference only
Out of stock
OR
  • Description 
  • Author 
  • Details

    Leading Lawyers on Creating Flexible Estate Plans, Developing Trusts, and Meeting Client Expectations

    This Aspatore legal title provides an authoritative, insider's perspective on estate planning. You'll find key tips for developing estate plans to best meet client needs. Written by experienced partners from law firms across the nation, the book guides readers through some of the common challenges facing trusts and estates lawyers in today's legal climate. Among other topics, these top lawyers offer advice on:

    • Creating business succession plans
    • Utilizing trusts to protect client assets
    • Navigating the uncertainty surrounding the federal estate tax
  • Paul Walter
     
    Paul Walter, a partner at Offit Kurman, is a member of the firm’s Commercial Litigation Practice. He is accomplished as a litigator and business attorney, representing manufacturers, distributors, and retailers in complex civil litigation matters, including distribution, product liability, and toxic tort. For more than forty years, Mr. Walter has practiced law in Baltimore, earning a reputation as one of Maryland’s foremost senior practitioners. Mr. Walter has effectively represented owners and design professionals, construction managers, and general contractors with the documentation of construction projects and resolution of disputes. Mr. Walter’s litigation practice focuses on defending manufacturers and distributors in products liability and warranty claims. Mr. Walter’s work as a business attorney is broad in scope, handling business transactions for large companies in a diverse range of industries. He has extensive experience in the manufacturing, commercial real estate, construction, automotive, and financial industries. He handles such matters as national and international mergers & acquisitions, financings, refinancing and workouts for commercial lenders and their clients, estate planning and administration, entity formation and governance issues for corporations, leasing matters for landlords and tenants. Mr. Walter served as lead defense counsel in two significant antitrust cases that tested the distribution practices of an international automotive distributorship. As well, he has appeared before appellate courts in the state and federal system on numerous occasions regarding insurance coverage, enforcement of foreign judgments, and automobile lemon law issues. As a well-known and respected attorney, Mr. Walter is viewed as a leader in the legal profession. He has served on the Ethics Committee and on the alternative dispute resolution committee of the Bar Association of Baltimore City and the Forum on Franchising of the American Bar Association. At the University of Baltimore School of Law, Mr. Walter teaches a course on litigation process and takes pride in shaping the minds of tomorrow’s legal professionals. Prior to joining Offit Kurman, Mr. Walter had a long and distinguished career at a regional, mid-sized law firm, of which he was a founding partner. Although most of his illustrious career was spent in private practice, he previously worked as assistant attorney general of Maryland and Counsel to the Secretary of the Department of Health & Mental Hygiene. Mr. Walter is a Life Fellow of the Maryland Bar Foundation, an organization that recognizes and rewards with membership those attorneys “whose character and conduct bespeak the highest commitment to the principles in the legal profession.” Only 2.5 percent of Maryland attorneys are invited to join. Mr. Walter received the highest professional (AV) rating from his peers, as reported by Martindale-Hubbard. Mr. Walter received his LLB, cum laude, from Harvard Law School and his BA and BS from University of Maryland, with honors.
     
    Carl E. Eastwick
     
    Carl E. Eastwick, counsel for Semmes, Bowen & Semmes, concentrates on the law of wills and trusts and the administration of estates. In that practice he has been privileged to help a wide variety of clients pull together comprehensive estate plans taking into account the client's individual situation and wealth transfer wishes. He has helped clients develop and implement plans that have featured, in addition to the mandatory will or revocable trust, power of attorney, and health care directives, the following techniques: irrevocable life insurance trusts and other trusts designed to lessen the burden of the taxes imposed on the transfer of wealth; sophisticated charitable gift planning using deferred vesting trusts; asset protection planning designed not only to protect assets from potential creditors but also to preserve asset values from the effects of gift, estate, and income taxation; and business succession planning as a part of the comprehensive wealth transfer strategy. Mr. Eastwick has supervised or managed the settlement of trusts and estates and the administration of the transfer of the deceased's wealth to the intended beneficiaries using various tax planning opportunities to lessen the amount of taxes payable by the estate. Mr. Eastwick received his JD from University of Virginia and his AB, cum laude, from Princeton University.
     
    Julie Ann Garber
     
    Julie Ann Garber, an attorney at Becker & Poliakoff PA, advises clients in all aspects of estate planning, including the design, execution and implementation of wills, revocable and irrevocable trusts, financial powers of attorney and health care directives, the funding of trusts, the creation and maintenance of family limited liability companies, and domestic asset protection planning. She also assists clients with meeting their charitable goals by establishing charitable trusts and private foundations and works with nonprofit organizations to obtain their exempt status with the IRS. In addition, Ms. Garber has extensive experience in estate and trust settlement, including complex probate and trust administration and litigation. Her approach to estate planning emphasizes the need for ongoing maintenance and review of her clients' estate plans to insure that their plans will work when needed and as anticipated. Prior to joining the firm, Ms. Garber practiced with boutique estate planning firms located in Bethesda, Maryland, and Key West, Florida, and maintains an office in Key West. Ms. Garber has been serving as the circuit representative of The Real Property, Probate and Trust Law Section of The Florida Bar for the Sixteenth Judicial Circuit since 2008 and is a member of the Section’s Executive Council. Ms. Garber has been writing extensively about estate planning for About.com, a New York Times company, since May 2008. Her website can be found at http://wills.about.com. She is co-author of Estate Planning Strategies, Collective Wisdom, Proven Techniques—her chapter is titled “Using Credit Shelter and Marital Deduction Trusts to Reduce Estate Taxes” (Wealth Builders Press, 2009) Ms. Garber received her JD from Duquesne University School of Law, and her BS in biology from Allegheny College, magna cum laude, Phi Beta Kappa.
     
    James P. Seguin
     
    James P. Seguin, a partner at Buckley King, has been serving clients for more than twenty-five years in relation to corporate, real estate, and estate planning/probate matters. Through peer review, he has achieved the highest rating in Martindale-Hubbell. Mr. Seguin is frequently sought to present to clients, lawyers, and trade associations on topics including Business Succession Planning, Probate Procedures and Practice, Preparation and Review of Essential Probate Documents, Estate Planning Techniques, and Estate Administration Procedures. Mr. Seguin is the author of the Ohio State Bar Association’s publication “Law You Can Use” article on Living Will and Anatomical Gifts from 2004 to 2008. Mr. Seguin serves on the board of Northwest Counseling Services. He is also the past president of the Board of the Friends of the Grandview Heights Public Library. He is a member of the Columbus Bar Association (Fee Dispute Arbitration Committee; Estate and Gift Tax Committee; Probate Committee), the Delaware County Bar Association (co-chair – Unauthorized Practice of Law Committee), and the Ohio State Bar Association (Estate Planning, Trust and Probate Law Section). Mr. Seguin received his JD from The Ohio State University College of Law and his BBA from University of Toledo.
     
    Michael D. Sontag
     
    Michael D. Sontag is a member of the Nashville, Tennessee law firm of Bass, Berry & Sims PLC and serves as chair of the firm’s Tax Practice Area. He graduated from Auburn University (BS (accounting), summa cum laude 1981), The University of Tennessee College of Law (summa cum laude 1984), and New York University School of Law (LLM (taxation) 1985). Mr. Sontag joined Bass, Berry & Sims in 1984, and has practiced exclusively in the tax section of the firm with a broad range of experience in estate and gift tax planning and estate administration, state and local taxation, and corporate and partnership taxation. He has written and lectured extensively on tax related issues, has been listed in The Best Lawyers in America® for tax law for the past fourteen years, was listed among the top 150 lawyers in Tennessee by Tennessee magazine for the past three years, and serves as the contributing editor for Tennessee Taxes, a CCH publication. He is civically active and is a current board member and former president of the Davidson County Unit of the American Cancer Society. Mr. Sontag also is a trustee and former president of the Vanderbilt University/Paul J. Hartman State and Local Tax Forum and is a trustee and former president of the Tennessee Federal Tax Institute.
     
    Louis Jay Ulman
     
    Louis Jay Ulman is a partner at Offit Kurman. Mr. Ulman’s work is concentrated on estate tax planning, business succession planning, the preservation of assets in connection with long-term care stays, and special needs planning. Mr. Ulman has an extensive background in working with families to solve their legal issues, including plans to minimize estate taxes and permit transfers of businesses to future generations. Mr. Ulman has handled very challenging family business disputes and business succession issues. He works with families that have special needs members in order to provide for their care and support after the senior family members are deceased. He assists families who have members needing long-term care in order to help them receive all appropriate benefits and protect their assets. Mr. Ulman is a member of the Board of Trustees of The Columbia Foundation. He is chairman of the Maryland Racing Commission and serves as counsel to the Ulman Cancer Fund for Young Adults. He has served as vice chairman of the Maryland Public Broadcasting Commission, vice chairman, Howard County Social Services Board, president of the Baltimore Junior Association of Commerce and president of Santa Claus Anonymous Inc., and numerous other boards of directors in community and nonprofit activities. Mr. Ulman has been a columnist for The Business Monthly and has written numerous articles for business and legal publications. Mr. Ulman has delivered more than 150 speeches on estate planning, elder law, and asset protection during the past ten years. He has served as an adjunct professor, teaching Wills & Estates to law students at the Washington College of Law of the American University. Prior to joining Offit Kurman, Mr. Ulman was a name partner at a sixty-attorney law firm in Baltimore County, was a partner in a 140 person law firm in Baltimore City, and prior thereto practiced law with his father at Ulman & Ulman, Attorneys. In 2001, Mr. Ulman received a Leadership in Law Award presented by The Daily Record. In 2006, he was named as one of Baltimore’s Legal Elite by SmartCEO magazine. Mr. Ulman received the highest professional (AV) rating from his peers, as reported by Martindale-Hubbell. Mr. Ulman received his JD from Washington College of Law of the American University and his BA from Dickinson College.

You may also be interested in these books: