Category Archives: Estates and Trusts

Don’t Miss PLI’s End of Year Sale!

Browse our collection today and save big now through the end of December!

Don’t Miss PLI’s End of Year Sale!

Browse our collection today and save big now through the end of December!

Most Popular Books on PLI PLUS in 2024

The tallies are in! Here are the most accessed books on PLI PLUS in 2024.

Popular Banking Titles

  1. Mutual Funds and Exchange Traded Funds Regulation
  2. Asset-Based Lending: A Practical Guide to Secured Financing
  3. Fund Finance
  4. Consumer Financial Services Answer Book
  5. Derivatives Deskbook: Close-Out Netting, Risk Mitigation, Litigation

Popular Corporate & Securities Titles

  1. Private Equity Funds: Formation and Operation
  2. Broker-Dealer Regulation
  3. Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings
  4. Drafting and Negotiating Corporate Agreements
  5. Corporate Compliance Answer Book

Popular Employment Titles

  1. Fragomen on Immigration Fundamentals: A Guide to Law and Practice
  2. Understanding Employment Law
  3. California Employment Law
  4. Sports Law
  5. Labor Management Law Answer Book

Popular Estates & Trusts Titles

  1. Manning on Estate Planning
  2. Art Law: The Guide for Collectors, Investors, Dealers & Artists
  3. Estate Planning Institute
  4. Private Clients Legal & Tax Planning Answer Book
  5. International Tax & Estate Planning: A Practical Guide for Multinational Investors

Popular Intellectual Property Titles

  1. Artificial Intelligence Law
  2. Technology Transactions: A Practical Guide to Drafting and Negotiating Commercial Agreements
  3. How to Write a Patent Application
  4. Faber & Kowalski on Mechanics of Patent Claim Drafting
  5. Intellectual Property Law Answer Book

Popular Litigation Titles

  1. Thinking Like a Writer: A Lawyer’s Guide to Effective Writing and Editing
  2. Stepping It Up: A Guide for Mid-Level Law Firm Associates
  3. Fundamentals of Taking and Defending Depositions
  4. Depositions Answer Book
  5. Attorney-Client Privilege Answer Book

Popular Real Estate Titles

  1. Real Estate Tax Forum
  2. Friedman and Smith on Contracts and Conveyances of Real Property
  3. Commercial Ground Leases
  4. Holtzschue on Real Estate Contracts and Closings: A Step-by-Step Guide to Buying and Selling Real Estate
  5. Commercial Real Estate Institute

Popular Tax Titles

  1. The Partnership Tax Practice Series: Planning for Domestic and Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances Ventures & Other Strategic Alliances
  2. Tax Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances
  3. Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings
  4. Business Taxation Deskbook: Corporations, Partnerships, Subchapter S, and International
  5. Foreign Account Tax Compliance Act Answer Book

Download a PDF flyer of this post to share with colleagues: Most Popular Books on PLI PLUS in 2024. See also the Top 10 Most Downloaded Forms on PLI PLUS in 2024.

Most Popular Books on PLI PLUS So Far This Year!

The tallies are in! Here are the books PLI PLUS users are accessing the most in 2024 so far…

Popular Banking Titles

  1. Asset-Based Lending: A Practical Guide to Secured Financing
  2. Financial Product Fundamentals: Law, Business, Compliance
  3. Fund Finance
  4. Consumer Financial Services Answer Book
  5. Coping with U.S. Export Controls and Sanctions

Popular Corporate & Securities Titles

  1. Private Equity Funds: Formation and Operation
  2. Broker-Dealer Regulation
  3. Drafting and Negotiating Corporate Agreements
  4. Corporate Compliance Answer Book
  5. Acquiring or Selling the Privately Held Company

Popular Employment Titles

  1. Fragomen on Immigration Fundamentals: A Guide to Law and Practice
  2. Understanding Employment Law
  3. Employment Law Institute
  4. Wage & Hour Litigation and Compliance
  5. California Employment Law

Popular Estates & Trusts Titles

  1. Art Law: The Guide for Collectors, Investors, Dealers & Artists
  2. Manning on Estate Planning
  3. Blattmachr on Income Taxation of Estates and Trusts
  4. Annual Estate Planning Institute
  5. Private Clients Legal & Tax Planning Answer Book

Popular Intellectual Property Titles

  1. Artificial Intelligence Law
  2. How to Write a Patent Application
  3. Patent Law: A Practitioner’s Guide
  4. Faber & Kowalski on Mechanics of Patent Claim Drafting
  5. Intellectual Property Law Answer Book

Popular Litigation Titles

  1. Thinking Like a Writer: A Lawyer’s Guide to Effective Writing and Editing
  2. Stepping It Up: A Guide for Mid-Level Law Firm Associates
  3. Fundamentals of Taking and Defending Depositions
  4. Attorney-Client Privilege Answer Book
  5. Trial by Jury

Popular Real Estate Titles

  1. Annual Real Estate Tax Forum
  2. Friedman and Smith on Contracts and Conveyances of Real Property
  3. Annual Commercial Real Estate Institute
  4. Commercial Ground Leases
  5. Holtzschue on Real Estate Contracts and Closings: A Step-by-Step Guide to Buying and Selling Real Estate

Popular Tax Titles

  1. The Partnership Tax Practice Series: Planning for Domestic and Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances
  2. Tax Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances
  3. Business Taxation Deskbook: Corporations, Partnerships, Subchapter S, and International
  4. Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings
  5. Transfer Pricing Answer Book

Download a PDF flyer of this post to share with colleagues: Popular Books on PLI PLUS. See also the Top 10 Most Popular Forms So Far in 2024.

New Edition! International Tax & Estate Planning: A Practical Guide for Multinational Investors (Fourth Edition)

PLI Press is proud to announce the publication of the fourth edition of International Tax & Estate Planning.

This book deals with the management and disposition of multinational estates. It presents a practical approach to maximizing assets, minimizing taxes and risks, and avoiding legal disputes. Featuring helpful charts and checklists, it offers strategies for drafting wills and trust documents that secure clients’ interests. It also provides tips on how to prepare estate planning vehicles and individualized testamentary plans, protect investments against government expropriation, calculate tax credits and owed taxes, and navigate federal reporting requirements and relevant forms.

Some of the recent developments discussed in this new edition include:

  • Domicile: Clarification of the legal construct of “domicile” and whether it is determined based on “permanency” or “an intent to return indefinitely” (see section 1:3.1).
  • Gift Tax: Updated information on the requirements a nonresident alien must meet to qualify for the annual gift tax exclusion (see section 3:6).
  • U.S. Federal Reporting Requirements: Exploration of the reasons why increased regulatory attention has been given to the conflict between an individual’s right to privacy and the government’s need to access financial information for tax and other fiscal purposes (see NEW Chapter 5).
  • Trusts: Discussion of how to navigate the complexities of conflicting intersecting principles in civil and common law (see FULLY REWRITTEN Chapter 6).
  • Cryptocurrency and Digital Assets in Estate Planning:  Specification of the additional details that must be included in a digital asset provision to ensure that these assets may be accessed (see section 7:8.2).

Order a print copy today.

PLI PLUS subscribers can access this title through their subscription.

Treatise Update – Stocker on Drawing Wills and Trusts (Fourteenth Edition)

Stocker on Drawing Wills and Trusts, a staple in the library of attorneys and estate planners for more than 50 years, provides high-quality, comprehensive, field-tested drafting guidance that ensures wills, trusts, and other estate planning documents fully express clients’ wishes without provoking costly legal challenges. It is enhanced by hundreds of labor-saving sample forms and clauses.

Highlights of the new release include:

  • Estate Tax and Planning for the Appli­cable Credit Amount: Updated numbers regarding transfer tax rates; federal and state estate tax top rates; and gift, estate, and GST tax exemptions (see Chapter 5).
  • Preserving the Marital Deduction for a Surviving Spouse’s Revocable Trust: New information on how to avoid probate in a surviving spouse’s estate (see new section 6:7.7).
  • “Exhaustion” Concerns for Charitable Remainder Annuity Trusts: Revisions detail the consequences resulting from inattentive drafting of payment provisions (see section 8:4.1[E][4]).
  • Provisions Relating to Trusts Holding Retirement Plans: Expanded section explores the SECURE 2.0 Act, which con­tinues the SECURE Act regime (see section 10:4.3).
  • Holographic Wills:  Updated explanation regarding holographic wills and validity challenges (see section 13:4.1).

In addition, numbers indexed for inflation have been added throughout the text, and the Index and Table of Authorities have been updated.

On a related note, check out this timely PLI Chronicle article on the new reporting obligations for trusts in Canada.

Order a print copy today.

PLI PLUS subscribers can access this title through their subscription.

Treatise Update – Stocker on Drawing Wills and Trusts (Fourteenth Edition)

Stocker on Drawing Wills and Trusts has been a staple in the library of attorneys and estate planners for more than 50 years, enhanced by hundreds of labor-saving sample forms and clauses. It provides high-quality, comprehensive, field-tested drafting guidance that ensures wills, trusts, and other estate planning documents fully express clients’ wishes without provoking costly legal challenges.

Highlights of the new release include:

  • Revised § 2:2.2 discusses a New York case addressing whether assets acquired by a testator’s estate after the death of the testator should be distributed pursuant to the terms of a will or by the laws of intestacy.
  • Updated Chapter 5 includes updated numbers regarding transfer tax rates; federal and state estate tax top rates; and gift, estate, and GST tax exemptions.
  • Expanded § 10:4.3 gives an update on proposed regulations in connection with the SECURE Act regarding required minimum distributions.
  • Revised § 13:1.2[B] explores new remote notarization rules.
  • New § 16:3.4 explains that attorneys should be mindful of their obligations to safeguard client data. For example, in New York State attorneys have an obligation to take reasonable care to protect clients’ confidential information with respect to data stored on attorneys’ electronic devices.

In addition, numbers indexed for inflation have been added throughout the text and the Index has been updated.

On a related note, check out this timely PLI Chronicle article on the new reporting obligations for trusts in Canada.

Order a print copy today.

PLI PLUS subscribers can access this title through their subscription.