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Multistate and Multinational Guide to Estate Planning analyzes the legal aspects of individual wealth transfers across state and national boundaries. In addition, the Guide seeks to develop workable strategies for the attorney involved with a multijurisdictional client. Planning is a central concern of Multistate and Multinational Guide to Estate Planning. The set is divided into six parts. The first is an overview of the topic. Part II is concerned with professional issues, particularly malpractice problems across state and national lines. Part III investigates the ties that influence which law is chosen to resolve legal questions that arise in the multijurisdictional setting. Part IV addresses specific restrictions on testamentary freedom. Part V deals with the intricacies of choice of law involving wills, trusts and estates. Part VI addresses tax matters at the multistate and multinational levels. This edition of Multistate and Multinational Estate Planning covers the legislative, regulatory and judicial developments that are of most importance to estate planners and their clients. Volume 1 1. Objective and Organization 2. Worldwide Wealth Transfer and Its Regulation 3. Some Basic Principles of Multijurisdictional Estate Planning 4. Legal Malpractice Across State and National Borders 5. The Unauthorized Practice of Law in a Foreign Jurisdiction 6. Professional Responsibility 7. The Role of State and National Affiliations in Multijurisdictional Estate Planning: Domicile and Residence 8. Establishing Domicile 9. The Role of State and National Affiliations in Multinational Estate Planning: Domicile, Residence, and Nationality 10. Marital Rights, Protections, and Agreements 11. Intestate Succession 12. Rights of Children 13. Other Restrictions on and Substitutes for Testamentary Disposition 14. The Will in Multistate Estate Planning 15. The Role of the Will in the Multinational Estate 16. The Administration of Multistate and Multinational Estates 17. The Trust in Multistate Estate Planning 18. Trusts in Multinational Estate Planning Volume 2 19. State Taxation of Multijurisdictional Estates and Trusts 20. International Aspects of Federal Estate, Gift, and Generation-Skipping Transfer Taxation of Citizens, Domiciliaries, and Nondomiciliary Aliens 21. United States Inheritance, Estate, Death, and Gift Tax Conventions: Overview and Individual Convention Analysis 22. Multijurisdictional Income Tax Considerations for Estates and Trusts Appendix A Formal Will Requirements Appendix B Nonresident Individual and Corporate Qualification as a Fiduciary Appendix C State Gift, Estate, Inheritance, and Generation-Skipping Transfer Taxes Appendix D Relevant Nontax, Bilateral Treaties, and Conventions of the United States Appendix E United States Income Tax Conventions Appendix F United States Inheritance, Estate, and Death Tax Conventions Appendix F1 Tax Exchange of Information Agreements Appendix F2 Social Security Agreements Appendix G United States Gift Tax Conventions Appendix H Inheritance, Estate, and Death Tax Conventions Between Foreign Countries Appendix I Country-by-Country Summaries of Death and Gift Taxes Appendix J State and Federal Regulation of Alien Rights with Regard to Inheritance, Property, and Serving in a Fiduciary Capacity Appendix K Bonding Requirements of the Several States Appendix L Status of Varius Multilateral Conventions
- Sales Rank: #11681532 in Books
- Published on: 2007-12-14
- Original language: English
- Number of items: 1
- Binding: Paperback
- 2632 pages
About the Author
Jeffrey A. Schoenblum, Centennial Professor of Law at Vanderbilt University, is a graduate of the Johns Hopkins University and Harvard Law School, where he was a Note Editor of the Harvard law Review. After law school, he served as a clerk for Judge J. Edward Lumbard of the U.S. Court of Appeals for the Second Circuit and then was an associate with the New York law firm of Wilkie Farr & Gallagher. Professor Schoenblum is the author of a number of books and articles and has spoken at numerous seminars, including the University of Miami Annual Institute on Estate Planning and, most recently, the Southern Federal Tax Institute. He is an academician of the International Academy of Estate and Trust Law and a fellow of the American College of Estate and Trust Counsel. He has served as Chariman of the ABA Real Property, Probate, and Trust Law Section's Committee on International Property, Estate and Trust Law.
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