The Resource Estate planning for the mobile client, Louis A. Mezzullo, Esq. (Withers Bergman LLP, Rancho Santa Fe, California)

Estate planning for the mobile client, Louis A. Mezzullo, Esq. (Withers Bergman LLP, Rancho Santa Fe, California)

Label
Estate planning for the mobile client
Title
Estate planning for the mobile client
Statement of responsibility
Louis A. Mezzullo, Esq. (Withers Bergman LLP, Rancho Santa Fe, California)
Creator
Contributor
Author
Issuing body
Subject
Genre
Language
eng
Summary
"... addresses various aspects of general and tax law that impact a client who changes domicile and discusses documents such a mobile client should execute to implement his or her estate plan. Particular attention is paid to issues that arise when the domicile change involves a move from a common law to a community property jurisdiction, and vice versa. The Portfolio discusses the ramifications, as well as the mechanics, of a domicile change, co-ownership forms (including community property), spousal property agreements, and the estate and gift tax implications of the ownership choices."
Member of
Additional physical form
Issued also in print
Cataloging source
BNA
Characteristic
updating web site
http://library.link/vocab/creatorDate
1944-
http://library.link/vocab/creatorName
Mezzullo, Louis A.
Entry convention
integrated entry
Former title
Mobile client :
LC call number
KF6289.A1
LC item number
T35 no. 803-4th (INTERNET)
Nature of contents
  • dictionaries
  • bibliography
Regularity
complete irregular
http://library.link/vocab/relatedWorkOrContributorName
Tax Management Inc
Series statement
Estates, gifts and trusts portfolios
Series volume
803-4th
http://library.link/vocab/subjectName
  • Tax planning
  • Community property
Label
Estate planning for the mobile client, Louis A. Mezzullo, Esq. (Withers Bergman LLP, Rancho Santa Fe, California)
Instantiates
Publication
Bibliography note
Includes bibliographical references
Carrier category
online resource
Carrier category code
  • cr
Carrier MARC source
rdacarrier
Color
mixed
Content category
text
Content type code
  • txt
Content type MARC source
rdacontent
Contents
Detailed analysis. Introduction -- Conflict of laws -- Domicile issues for the mobile client -- Multistate issues of testate and intestate succession -- Probate process -- Co-ownership of property -- Community property in relation to the mobile client -- Special situations and planning techniques -- Planning for relocation -- Working papers
Dimensions
unknown
Extent
1 online resource
Form of item
online
Media category
computer
Media MARC source
rdamedia
Media type code
  • c
Publication frequency
Updated irregularly
Specific material designation
remote
System control number
(OCoLC)60405105
System details
Mode of access: World Wide Web
Label
Estate planning for the mobile client, Louis A. Mezzullo, Esq. (Withers Bergman LLP, Rancho Santa Fe, California)
Publication
Bibliography note
Includes bibliographical references
Carrier category
online resource
Carrier category code
  • cr
Carrier MARC source
rdacarrier
Color
mixed
Content category
text
Content type code
  • txt
Content type MARC source
rdacontent
Contents
Detailed analysis. Introduction -- Conflict of laws -- Domicile issues for the mobile client -- Multistate issues of testate and intestate succession -- Probate process -- Co-ownership of property -- Community property in relation to the mobile client -- Special situations and planning techniques -- Planning for relocation -- Working papers
Dimensions
unknown
Extent
1 online resource
Form of item
online
Media category
computer
Media MARC source
rdamedia
Media type code
  • c
Publication frequency
Updated irregularly
Specific material designation
remote
System control number
(OCoLC)60405105
System details
Mode of access: World Wide Web

Library Locations

    • Biddle Law LibraryBorrow it
      3400 Chestnut Street, Philadelphia, Pennsylvania, 19104, US
      39.954941 -75.193362
Processing Feedback ...