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Estate Administration: Business and Tax-Related Issues 2019 Edition

This practical reference tool covers business issues in probate claims.

This handbook is a guide to the business-related aspects of estate administration. Problems arising from the administration of a business are extensively covered, with topics including appointing a representative, creditor claims, investor concerns, filing estate tax returns, and voting trusts. Also included are discussions on specific business arrangements such as medical and law practice, closely held businesses, sole proprietorships, and small businesses. There are also wide-ranging discussions on United States estate (and generation-skipping transfer) tax returns covering the process from beginning to end, including filing guidelines, how to file, due date issues, and post-payment procedures as well as sample narratives for excluding insurance proceeds payable to closely held entity and for deduction for child support. Other topics include handling family limited partnerships and limited liability companies, income taxation of decedents’ estates and trusts, and Illinois estate and generation-skipping transfer tax. The handbook also includes various samples for the attorney to use in practice, including a sample Internal Revenue Code §6166 election form, a sample will provision authorizing representative to operate a business, and sample permitted transfer provision.

Estate Administration Fundamentals (IICLE® 2019), Trust Administration (IICLE® 2019), Revocable Grantor Trusts (IICLE® 2019), Asset Protection Planning (IICLE® 2018)

Chapter 1 — Managing Decedent’s Operating Business and Related Problems

Terrence M. LaBant, RMB Wealth Management, Chicago

 

Chapter 2 — Handling Family Limited Partnerships and Limited Liability Companies

Robert S. Held, Harrison & Held, LLP, and Rebecca Wallenfelsz, Chapman and Cutler LLP, Chicago

 

Chapter 3 — Income Taxation of Decedents’ Estates and Trusts

William J. Seitz, The Law Offices of William J. Seitz, LLC, Chicago

 

Chapter 4 — United States Estate (and Generation-Skipping Transfer) Tax Returns

Emily J. Kuo, Harrison & Held, LLP, Chicago

 

Chapter 5 — Illinois Estate and Generation-Skipping Transfer Tax

H. Randolph Williams, Williams & Baerson LLC, Chicago

Handbook
SKU: 19ESTADMINBT-H
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SKU: 19ESTADMINBT-E
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This handbook is a guide to the business-related aspects of estate administration. Problems arising from the administration of a business are extensively covered, with topics including appointing a representative, creditor claims, investor concerns, filing estate tax returns, and voting trusts. Also included are discussions on specific business arrangements such as medical and law practice, closely held businesses, sole proprietorships, and small businesses. There are also wide-ranging discussions on United States estate (and generation-skipping transfer) tax returns covering the process from beginning to end, including filing guidelines, how to file, due date issues, and post-payment procedures as well as sample narratives for excluding insurance proceeds payable to closely held entity and for deduction for child support. Other topics include handling family limited partnerships and limited liability companies, income taxation of decedents’ estates and trusts, and Illinois estate and generation-skipping transfer tax. The handbook also includes various samples for the attorney to use in practice, including a sample Internal Revenue Code §6166 election form, a sample will provision authorizing representative to operate a business, and sample permitted transfer provision.

Estate Administration Fundamentals (IICLE® 2019), Trust Administration (IICLE® 2019), Revocable Grantor Trusts (IICLE® 2019), Asset Protection Planning (IICLE® 2018)

Chapter 1 — Managing Decedent’s Operating Business and Related Problems

Terrence M. LaBant, RMB Wealth Management, Chicago

 

Chapter 2 — Handling Family Limited Partnerships and Limited Liability Companies

Robert S. Held, Harrison & Held, LLP, and Rebecca Wallenfelsz, Chapman and Cutler LLP, Chicago

 

Chapter 3 — Income Taxation of Decedents’ Estates and Trusts

William J. Seitz, The Law Offices of William J. Seitz, LLC, Chicago

 

Chapter 4 — United States Estate (and Generation-Skipping Transfer) Tax Returns

Emily J. Kuo, Harrison & Held, LLP, Chicago

 

Chapter 5 — Illinois Estate and Generation-Skipping Transfer Tax

H. Randolph Williams, Williams & Baerson LLC, Chicago

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