Estate Planning Essays and Research Papers

Instructions for Estate Planning College Essay Examples

Title: estete planning taxation answer questions respond 275 words pee question 1 What issues considered a freezing order issued client 2 Discuss tax return requirements trusts estates nonresident alien beneficiaries

  • Total Pages: 4
  • Words: 1267
  • References:4
  • Citation Style: APA
  • Document Type: Essay
Essay Instructions: in estete planning and taxation please answer to the following questions, please respond around 275 words pee question

1) What issues should be considered when a freezing order is issued against your client?
2) Discuss the tax return requirements for trusts and estates with nonresident alien beneficiaries.

3) When should a client consider a variable life insurance?
4) Discuss the considerations in using limited partnerships and LLCs in life insurance estate planning

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References

Adkisson, J. (2013, March 27). New Uniform Asset-Freezing Orders Act Has Rocky Start In Colorado - Forbes. Information for the World's Business Leaders - Forbes.com. Retrieved August 18, 2013, from http://www.forbes.com/sites/jayadkisson/2013/03/27/new-uniform-asset-freezing-orders-act-has-rocky-start-in-colorado/

IRS. (2013, August 18). Taxation of Nonresident Aliens. Internal Revenue Service. Retrieved August 18, 2013, from http://www.irs.gov/Individuals/International-Taxpayers/Taxation-of-Nonresident-Aliens

IRS. (2013, August 18). Publication 535 (2012), Business Expenses. Internal Revenue Service. Retrieved August 18, 2013, from http://www.irs.gov/publications/p535/ch06.html

Kiplinger. (2010, June 1). Variable Life Insurance-Kiplinger. Personal Finance News, Investing Advice, Business Forecasts-Kiplinger. Retrieved August 18, 2013, from http://www.kiplinger.com/article/insurance/T034-C000-S001-variable-life-insurance.html

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Title: Estate Tax

  • Total Pages: 10
  • Words: 3229
  • Works Cited:0
  • Citation Style: MLA
  • Document Type: Research Paper
Essay Instructions: Please draft a letter or memorandum summarizing your recommendations, together with your reasons for them. Here are our requirements:
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A Letter to Clients. First and foremost, remember that you are writing a letter to lay people. Don’t get hyper-technical because they won’t understand it. We want you to demonstrate to us that you understand the basic estate planning concepts we discussed in class and in your readings. We do consider writing ability but try to ignore style differences. It is much easier to read (and for you to organize) if you have headings for each planning concept. Paragraphs should flow logically and new ideas should have new paragraphs. Also, remember this is a letter and it should be signed by you. Please type your name at the end in lieu of a signature.
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Letter’s Composition and Length. The total length of the letter may not exceed 10 pages, including supporting schedules or diagrams but excluding the estate tax calculation (see below). Students have prepared excellent letters with fewer than 10 pages, but we will stop reading at 10 pages. The letter itself must be 12 point type, traditional font with 1 inch margins.
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What to Include. Please only include information that is directly relevant to your recommendations. Identify tax and non-tax issues and make recommendations as to how they can be handled. You may attach spreadsheets or diagrams, if you think these might be helpful to the clients.
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What NOT to Include. Do not summarize the tax law for us. Do not include planning strategies we didn’t cover in class or the reading??"those are for Wealth transfer Techniques II. For example, do not discuss funding formulas for marital deductions, GRATs, QPRTs, Installment sales to Grantor Trusts, Generation-Skipping Tax Planning or similar sophisticated strategies.
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Tax Law Assumptions. Assume that in 2013 and future years the federal estate and gift tax exemptions are reduced to $3.5 million with a tax rate of 45%. Do not assume that repeal of the Federal Estate Tax occurs at any point! Moreover, assume that the Minnesota Qualified Small Business Property and Qualified Farm Property deductions are repealed.
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Title: Prior learning portfolio

  • Total Pages: 6
  • Words: 1604
  • Bibliography:0
  • Citation Style: APA
  • Document Type: Essay
Essay Instructions: This is a prior learning essay for credit(I form). I have done these things, but can't figure how to put in a prior learning essay.

PERSONAL FINANCE
Andrews University
ADLD, FNCE 206: Personal Finance, 3 credits
A comprehensive look at the management of one's personal finances; covers budgeting, use of and cost of credit, life and property insurance, income and state taxation, housing, wills, trusts, estate planning, and savings and investments.
(Please use guidlines below)

Developing Your Prior Learning Portfolio Essay
To begin work on your PLA portfolio essay, take a minute to consider this task as a whole. Until this point, your work has been aimed at assessing your life's degree-oriented experiential learning and matching this learning to what is available (not yet filled) on your Regis University degree plan. The focus now shifts to one specific course.
To be awarded PLA portfolio credit for any given course, you must show that you have learned, experientially, the defining contents of that course. That is, your PLA portfolio essay must "cover" the basic course content. Since your essay length is 8-12 pages for a lower division course and, you will need a system that is both efficient and effective in "covering" the course content in terms of your learning experience.
This is where Kolb's model can prove useful. This model can help you to illuminate, in specific, identifiable stages, what you have learned, how you have learned it, and how you have used and refined this learning. Kolb's model also provides a framework, a common language, toward your task of "covering" a whole course.
You must recall and write one or more "learning events" for each of the key terms listed on the course description you have obtained. By using Kolb's model to guide your storytelling, you will assist your faculty assessor, the person who will evaluate your PLA portfolio for credit, to locate and appreciate your learning outcomes.
In short, your task in writing your PLA portfolio essay is to address all listed course content areas and to do so via specific stories told in terms of the Kolb Model.
In the following sections, you will find this challenging task broken into clear-cut phases.
As a starting point in your essay planning, remember that to merit the award of college credit, you must discuss learning that is of appropriate breadth, depth and complexity and blend theory with practice.
Therefore, your PLA portfolio essay must show that you have learned not only how to do things, but also why. Your learning should, therefore, be "transferable," which means you can apply and refine the learning across many settings. Avoid discussion of learning that only "works" at the location where it was learned.

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cited in Tennant 1996) highlights, there is a need to take account of differences in cognitive and communication styles that are culturally-based. Here we need to attend to different models of selfhood - and the extent to which these may differ from the 'western' assumptions that underpin the Kolb and Fry model.

The idea of stages or steps does not sit well with the reality of thinking. There is a problem here - that of sequence. As Dewey (1933) has said in relation to reflection a number of processes can occur at once, stages can be jumped. This way of presenting things is rather too neat and is simplistic - see reflection.

Empirical support for the model is weak (Jarvis 1987; Tennant 1997). The initial research base was small, and there have only been a limited number of studies that have sought to test or explore the model (such as Jarvis 1987). Furthermore, the learning style inventory 'has no capacity to measure the degree of integration of learning styles' (Tennant 1997: 92).

The relationship of learning processes to knowledge is problematic. As Jarvis (1987) again points out, David Kolb is able to show that learning and knowledge are intimately related. However, two problems arise here. David Kolb doesn't really explore the nature of knowledge in any depth. In chapter five of Experiential Learning he discusses the structure of knowledge from what is basically a social psychology perspective. He doesn't really connect with the rich and varied debates about the nature of knowledge that raged over the centuries within philosophy and social theory. This means that I do not think he really grasps different ways of knowing. For example, Kolb focuses on processes in the individual mind, rather than seeing learning as situated. Second, for David Kolb, learning is concerned with the production of knowledge. 'Knowledge results from the combination of grasping experience and transforming it' (Kolb 1984: 41). Here we might contrast this position with Paulo Freire. His focus is upon informed, committed action (praxis).

Given these problems we have to take some care approaching David Kolb's vision of experiential learning. However, as Tennant (1997: 92) points out, 'the model provides an excellent framework for planning teaching and learning activities and it can be usefully employed as a guide for understanding learning difficulties, vocational counselling, academic advising and so on'.

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Title: 2 Estate Planning Update will and establish trusts to grandchildren

  • Total Pages: 5
  • Words: 1432
  • Sources:0
  • Citation Style: MLA
  • Document Type: Research Paper
Essay Instructions: I am sending two documents; one includes case and second includes shopping list and answer from professor. Please write an estate planning based on the shopping list I have provide. And Please don't copy anything from website.
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