Conservation Tax Center Law Library

21 Expert Publications articles were found for Estate Planning

Preparing to Transfer the Farm Business
By: Gary A. Hachfeld, David B. Bau, C. Robert Holcomb
Transferring the farm business to the next generation is seldom an abrupt process. The transition generally takes place over a number of years.Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/Preparing-to-Transfer-the-Farm-Business/860/

Intergenerational Planning Methods for Forests
By: T.J. McEvoy
One of the most tragic failings of traditional forestry is an unreasonable emphasis on profitability. Although woodlands are capable of producing a sustained flow of products, the shorter the planning horizon of any particular owner, the less sustainable woodlands become (Landsberg and Gower 1997).Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/Intergenerational-Planning-Methods-for-Forests/139/

Can My Heirs Save Money on Estate Taxes?
By: Tax Credit Connection, Inc.
By donating a conservation easement, you are eligible not only for an immediate financial reward from state tax credits and federal deductions, but you can also save money on estate taxes for generations to come.Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/Can-My-Heirs-Save-Money-on-Estate-Taxes/215/

Strategies for Using Conservation Easements in Tax and Estate Planning
By: David Braun
Conservation easements are extraordinary tax and estate planning tools for clients with recreational or agricultural land they wish to keep undeveloped over many years or generations.Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/Strategies-for-Using-Conservation-Easements-in-Tax-and-Estate-Planning/124/

The Federal Estate Tax and Gift Tax- 2011, 2012 and Beyond
By: C. Timothy Lindstrom
It is important to understand the impacts of the federal estate tax and gift tax as you transfer your family farm, ranch, or forest land. This article provides a good overview of the gift and estate tax and describes some tools you can use to minimize or even eliminate the amount of taxes due when you transfer your family farm, ranch, or forest land.Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/The-Federal-Estate-Tax-and-Gift-Tax-2011-2012-and-Beyond/942/

Estate Planning- Temporary Certainty
By: Roger A. McEowen
In mid-December of 2010, the Congress passed and the President signed into law the “Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010” (Act).1 ...Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/Estate-Planning-Temporary-Certainty/790/

Transferring the Family Farm Series
By: Gary A. Hachfeld, David B. Bau, C. Robert Holcomb
Transferring the farm business to the next generation is seldom an abrupt process. The transition generally takes place over a number of years.Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/Transferring-the-Family-Farm-Series/941/

Estate Planning Trends You Need to Know About
By: Patricia M. Annino, J.D
Advisers are turning their attention to state estate taxes, investment choices for dynasty trusts, and other issues.Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/Estate-Planning-Trends-You-Need-to-Know-About/1004/

A Sustainable Family Forest LLC
By: T.J. McEvoy
Forest owners who want to keep ecosystems intact and in the family have four options: family partnership, closely-held S-corporation, a qualified trust for conservation purposes or a limited liability company.Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/A-Sustainable-Family-Forest-LLC/143/

Estate Planning in the Hill Country Webinar
By: Thomas Hall
The Braun and Gresham lawfirm in Texas has produced a comprehensive webinar on estate planning for legacy land, or land that you have an emotional connection with.Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/Estate-Planning-in-the-Hill-Country-Webinar/850/

May a trustee follow a living settlor's bad instruction?
By: Dennis A. Fordham
When an individual or a couple, as settlors, establishes a revocable living trust they are usually the initial trustees and beneficiaries. This gives them complete control to do as they please with their trust assets, within certain limits.Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/May-a-trustee-follow-a-living-settlors-bad-instruction/585/

Estate Planning for Forest Landowners - What will become of your timberland?
By: Harry L. Haney and John L. Greene and William C. Siegel
The purpose of this book is to provide guidelines and assistance to nonindustrial private forest owners and the legal, tax, financial, insurance, and forestry professionals who serve them on the application of estate planning techniques to forest properties.Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/Estate-Planning-for-Forest-Landowners--What-will-become-of-your-timberland/858/

Planning For Woodlands In Your Estate - Sharing Property with Children
By: T.J. McEvoy
When title to property is held between two or more people as “joint tenants with rights of survivorship” (often abbreviated on documents as “JTROS”), the surviving joint owners automatically own 100 percent of the property when one owner dies. Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/Planning-For-Woodlands-In-Your-Estate--Sharing-Property-with-Children/560/

Census Report - 1 in 3 Counties are Dying
By: Hope Yen
Counties with an aging populaton and weakend local economies are spurring young adult to leave for where the jobs are. Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/Census-Report--1-in-3-Counties-are-Dying/990/

Using Trusts to Maximize Family Protection and Minimize Estate Taxes
By: Joseph Pozzuolo, Jeffery S. Pozzuolo, Stephen P. Taylor
This article is geared toward practitioners, their clients, or sophisticated individuals who want an inclusive, background on article on trusts.Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/Using-Trusts-to-Maximize-Family-Protection-and-Minimize-Estate-Taxes/857/

Do "It" With A Trust
By: Bill Hoover
This article introduces the essential legal terms associated with trusts so that you’ll be able to effectively communicate with your attorney and better understand the vast amount of writing on trusts.Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/Do-It-With-A-Trust/953/

What Do You Mean Irrevocable? I want to amend that trust.
By: Patricia M. Annino
Clients have the option of decanting an irrevocable trust if circumstances or estate planning issues change. Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/What-Do-You-Mean-Irrevocable-I-want-to-amend-that-trust/827/

Estate Planning for Farm and Ranch Families Facing Long-Term Health Care
By: Roger A. McEowen
Quite often an important planning goal for farmers and ranchers is to transfer the farming or ranching operation intact to the next generation.Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/Estate-Planning-for-Farm-and-Ranch-Families-Facing-LongTerm-Health-Care/897/

Diversify Strategies for an Effective Estate Plan
By: Joseph Pozzuolo, William C. Husey
While death and taxes are the two certainties of life, with proper planning and the use of well-founded techniques, death taxes do not have to be punitive or impose a penalty on hard-earned accumulated family assets at death.Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/Diversify-Strategies-for-an-Effective-Estate-Plan/854/

Landowners Should Not Hold Property in Their Own Name, Except Their Homestead
By: David Braun
When someone owns land in his or her own name, they are very likely increasing their risk of loss from accidents or creditor’s claims unnecessarily.& ...Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/Landowners-Should-Not-Hold-Property-in-Their-Own-Name-Except-Their-Homestead/926/

The Law of Agricultural Land Preservation in the United States
By: Thomas Daniels and John Keene
Thomas Daniels and John Keene's new book breaks down the legal principles, federal and state requirements, and the legal issues that affect agricultural land preservation efforts. Read More »
https://www.landcan.org/ctc-article/Estate-Planning/Expert-Publications/The-Law-of-Agricultural-Land-Preservation-in-the-United-States/3249/

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21 Expert Publications articles were found for Estate Planning