Multistate and Multinational Estate Planning, 2009 Edition

Topics and Contents

 
Volume 1
 
Objective And Organization
Worldwide Wealth Transfer And Its Regulation
Some Basic Principles Of Multijurisdictional Estate Planning
Legal Malpractice Across State And National Borders
The Unauthorized Practice Of Law In A Foreign Jurisdiction
Professional Responsibility
The Role Of State And National Affiliations In Multijurisdictional Estate Planning: Domicile And Residence
Estatblishing Domicile
The Role Of State And National Affiliations In Multinational Estate Planning: Domicile, Residence, And Nationality
Marital Rights, Protections, And Agreements
Intestate Succession
Rights Of Children
Other Restrictions On And Substitutes For Testamentary Disposition
The Will In Multistate Estate Planning
The Role Of The Will In The Multinational Estate
The Administration Of Multistate And Multinational Estates
The Trust In Multistate Estate Planning
Trusts In Multinational Estate Planning
 
Volume 2
 
State Taxation Of Multijurisdictional Estates And Trusts
International Aspects Of Federal Estate, Gift, And Generation-Skipping Transfer Taxation Of Citizens, Domiciliaries, And Nondomiciliary Aliens
United States Inheritance, Estate, Death, And Gift Tax Conventions: Overview And Individual Convention Analysis
Multijurisdictional Income Tax Considerations For Trusts And Estates
 
Appendices
 
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 Various Multilateral Conventions

Multistate and Multinational Estate Planning, 2009 Edition

Topics and Contents

 
Volume 1
 
Objective And Organization
Worldwide Wealth Transfer And Its Regulation
Some Basic Principles Of Multijurisdictional Estate Planning
Legal Malpractice Across State And National Borders
The Unauthorized Practice Of Law In A Foreign Jurisdiction
Professional Responsibility
The Role Of State And National Affiliations In Multijurisdictional Estate Planning: Domicile And Residence
Estatblishing Domicile
The Role Of State And National Affiliations In Multinational Estate Planning: Domicile, Residence, And Nationality
Marital Rights, Protections, And Agreements
Intestate Succession
Rights Of Children
Other Restrictions On And Substitutes For Testamentary Disposition
The Will In Multistate Estate Planning
The Role Of The Will In The Multinational Estate
The Administration Of Multistate And Multinational Estates
The Trust In Multistate Estate Planning
Trusts In Multinational Estate Planning
 
Volume 2
 
State Taxation Of Multijurisdictional Estates And Trusts
International Aspects Of Federal Estate, Gift, And Generation-Skipping Transfer Taxation Of Citizens, Domiciliaries, And Nondomiciliary Aliens
United States Inheritance, Estate, Death, And Gift Tax Conventions: Overview And Individual Convention Analysis
Multijurisdictional Income Tax Considerations For Trusts And Estates
 
Appendices
 
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 Various Multilateral Conventions