An estate planner's guide to qualified retirement plan benefits

Mezzullo, Louis A.

Section of Real Property, Probate, and Trust Law, American Bar Association

An Estate Planner's Guide to Life Insurance

Business & Money

Insurance

ABA Professional Education

Designed for the estate planner assisting the owners of a closely held business in structuring arrangements to deal with the withdrawal of an owner.

An Estate Planner's Guide to Buy-Sell Agreements for the Closely Held Business

Job Hunting & Careers

American Bar Association]

Designed for the non-ERISA specialist who engages in estate planning on a somewhat regular basis and can be used by trust officers, financial planners, CPAs, insurance professionals, as well as lawyers.

An Estate Planner's Guide to Qualified Retirement Plan Benefits

Nationally known estate planning authority Louis A. Mezzullo provides comprehensive yet practical advice for designing an effective buy-sell agreement to be used as an exit strategy or as part of the succession or estate planning process. He explains what to consider when drafting an agreement for a C or S corporation, a partnership, or a limited liability company. Tools include the suggested terms of a well-drafted agreement, discussions about funding options, tax consequences, and valuation. Includes CD-ROM with sample agreements.

Business

This concise guide provides a framework for selecting the most appropriate means of transferring wealth through the establishment of a business entity, including S corporations, C corporations, partnerships, and LLCs. It explains the different techniques available for effectively planning the transfer of a client's wealth, beginning with an explanation of the objectives and techniques of estate planning for closely held business owners. Topics include entity classification for tax purposes; transfer and partnership tax issues; and examples of tax savings. Includes sample forms, including a limited partnership agreement.

An Estate Planner’s Guide to Family Business Entities: Family Limited Partnerships, Limited Liability Companies and More

Law Practice

Providing comprehensive yet practical advice for designing effective buy-sell agreements to be used as both an exit strategy or as part of the succession or estate planning process, this book is accessible to practitioners with varying degrees of experience in the subject and includes invaluable sample agreements ready to customize to your client's planning requirements.

An Estate Planner’s Guide to Buy-Sell Agreements for the Closely Held Business

This ABA bestseller has helped thousands of estate planners understand the complex rules and regulations governing qualified retirement plan distributions and IRAs. Now newly updated, An Estate Planner's Guide to Qualified Retirement Benefits provides expert and current guidance for structuring benefits from qualified retirement plans and IRAs, consistently relating key distribution issues to current estate planning practice. Topics covered include: The different types of qualified plans and the tax and non-tax rules relating to them The forms of distribution and the situations in which they need to be considered Penalty taxes Distribution requirements and how to calculate them Income taxation and handling rollovers Transfer taxes Spousal rights, QDROs, and community property considerations Estate and trust administration issues Practical planning strategies to avoid penalty and excise taxes on distributions while incurring the lowest income tax, and more 
Includes appendices on tax consequences and hypothetical retirement plan scenarios, sample forms, and revenue rulings, private letter rulings, IRS news releases and notices.

An Estate Planner's Guide to Qualified Retirement Plan Benefits, Sixth Edition

See the best price to sell, buy, or rent books by Mezzullo, Louis A.. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Books by Mezzullo, Louis A.

See the best price to sell, buy, or rent books by Mezzullo, Louis A.. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

An estate planner's guide to qualified retirement plan benefits

An Estate Planner's Guide to Life Insurance

An Estate Planner's Guide to Buy-Sell Agreements for the Closely Held Business

An Estate Planner's Guide to Qualified Retirement Plan Benefits

An Estate Planner's Guide to Buy-Sell Agreements for the Closely Held Business

An Estate Planner’s Guide to Family Business Entities: Family Limited Partnerships, Limited Liability Companies and More

An Estate Planner’s Guide to Buy-Sell Agreements for the Closely Held Business

An Estate Planner's Guide to Qualified Retirement Plan Benefits, Sixth Edition