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Bibliographic Record Display

• Title:Estate planning handbook / John P. Allen and Brian J. Quintan.
  
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• Author/Creator:Allen, John P.
  
• Other Contributors/Collections:Allen, William P. G. Estate planning handbook.
  
• Published/Created:Toronto : Carswell, 2012.
  

• Holdings

  Holdings Record Display

  • Location:LAW LIBRARY (level 3)Where is this?
    
  • Call Number: KE806 .A764 2012
    
  • Number of Items:1
    
  • Status:Available
    

   
• Library of Congress Subjects:Inheritance and succession--Canada--Handbooks, manuals, etc.
  Estate planning--Canada--Handbooks, manuals, etc.
  
• Edition:4th ed.
  
• Description:xvi, 183 p. ; 22 cm.
  
• Summary:"This work focuses on the tools of estate planning and general planning considerations. It also provides annotated precedent materials essential to estate planners. A new co-author, Brian Quinlan, has been added to this edition, contributing his expertise in the area of tax planning. New chapters concerning tax issues and tax tips are now included. The commentary has been expanded and updated to reflect the current state of estates and trusts law and a new precedent, an alter-ego trust, has also been added. This book includes chapters on common planning situations such as the second marriage, the transfer of family businesses and young families."--Pub. desc.
  
• Notes:Previous editions by William P.G. Allen and John P. Allen.
  Includes index.
  
• ISBN:9780779849352
  0779849353
  
• Contents:Part I
  Tools: Trusts
  Continuing power of attorney for property
  Power of attorney for personal care
  Wills
  Contracts
  Corporations
  Insurance. Part II
  Planning considerations: Estate administration
  Ontario Family Law Act
  Incapacity
  Income taxes and the death of a taxpayer
  Income tax returns to be filed for the deceased
  Estate planning income tax tips while alive, on death and after death
  Taxation of trusts and trust beneficiaries. Part III
  Example situations: The young family
  The second marriage
  The family business. Part IV
  Precedents: Drafting documents
  Will for an older couple with children and grandchildren
  Will for a younger couple with children
  Alter-ego trust
  Non-beneficial transfer
  Continuing power of attorney for financial matters
  Power of attorney for personal care, the "living will."