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Turnier and McCouch's Materials on Family Wealth Management

By William J Turnier, Grayson M.P. McCouch

ISBN-13: 9780314150059

Availability: In Stock

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Series: American Casebook Series

Brand: West Law School

Pages: 880

Components: 1 Print

Shelf Space: 2 in.

Free Update Period: 90 days

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Book - hardbound

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$160.00

Description

This new law school casebook provides a set of teaching materials to address a comprehensive range of issues concerning the building and management of individual and family wealth to help students attain a basic level of financial literacy as well as a practical understanding of various topics to advise clients and plan their own financial future. It covers financial investing, property, income taxation, and estate and gift taxation as well as home ownership, higher education, life and disability insurance, retirement plans, elder law, and debtor-creditor transactions, each addressed in a separate chapter authored by a pre-eminent scholar in the field.

Features

Materials are designed so that each chapter may stand alone
The text is supplemented with numerous examples and problems for classroom instruction

Summary Of Contents

Preface
Table Of Cases
Table Of Statutes
Chapter
1. Introduction to Wealth and Personal Finance
  1. Wealth
  2. Introduction to Financial Assets and Investing
  3. Key Principles in Financial Investing
  4. Historical Perspective on Security Returns
  5. Risk and Return
  6. The Individual Investor
  7. Applying Financial Principles to Bonds
  8. Applying Financial Principles to Stocks
  9. Mutual Funds
  10. Putting It All Together—Portfolio Theory
  11. Other Types of Securities and Investment Strategies
  12. Conclusion
2. Property and Succession
  1. Overview
  2. The Probate System
  3. Intestate Succession
  4. Wills
  5. Will Substitutes
  6. Marital Property
  7. Trusts
3. Income Taxation of the Family
  1. Introduction
  2. What Is Income
  3. Exclusions
  4. Personal Deductions
  5. Personal and Dependent Exemptions
  6. Personal Credits
  7. Business Expenses
  8. Depreciation and Depletion
  9. Basis
  10. Sales and Dispositions of Property
  11. Losses
  12. Capital Gains and Losses
  13. Taxpaying Entities
  14. Assignment of Income
  15. Taxation of Investments
  16. Accounting
  17. The Alternative Minimum Tax
4. Federal Wealth Transfer Taxation
  1. Overview
  2. The Gift Tax
  3. The Estate Tax
  4. The Generation-Skipping Transfer Tax
  5. Income Taxation of Trusts
5. Housing
  1. Introduction
  2. Costs and Benefits of Home Ownership
  3. Understanding the Housing Market
  4. Purchasing a Home
  5. Mortgage Financing
  6. Taking Title to Real Property
  7. Failure to Pay the Mortgage
  8. Transfers of Mortgaged Property
  9. Income Tax Rules and Home Ownership
  10. Summary of Costs and Benefits of Home Ownership
  11. Automobiles: To Purchase or to Lease?
6. Meeting the Cost of Higher Education
  1. Introduction
  2. Tax Sheltered Savings
  3. The Hope Scholarship Credit and the Lifetime Learning Credit
  4. Deductions for Education Expenses
  5. Exclusions of Educational Benefits From Income
  6. Gifts
  7. Federal Loans and Grants
  8. State Assistance
  9. Further Thoughts
7. Life and Disability Insurance
  1. Introduction: The Importance of Insurance
  2. Life Insurance
  3. Disability Insurance
8. Retirement Planning
  1. Introduction
  2. Assessing and Planning for Retirement Financial Needs
  3. Social Security Benefits
  4. Tax–Sheltered Retirement Savings Vehicles
  5. Vesting and Accrual of Benefits
  6. Sources of Information About Plans and Benefits
  7. Retirement Plans and Marital Dissolution
  8. Investing for Retirement
  9. Retirement Plans as Tax Shelters for the Wealthy
  10. Distributions From Retirement Plans
  11. Conclusion
9. Elder Law
  1. Overview
  2. Planning for Possible Incapacity
  3. Medicare
  4. Long–Term Care Insurance
  5. Medicaid
10. Credit, Debt, and Asset Protection
  1. Introduction
  2. Incurring Debt
  3. Not Paying Debt
  4. Avoiding Collection of Debt
  5. Postscript
- App.
  1. Discounted Present Value of $1, Payable at End of Fixed Term of Years, at Specified Discount Rates
  2. Future Value of $1, Payable at End of Fixed Term of Years, at Specified Discount Rates, Compounded Annually
  3. Present Value of Life Estate, Remainder and Single–Life Annuity in $1, at Specified Ages and Discount Rates
  4. Life Expectancy of Person at Specified Ages
  5. HUD Settlement Statement
Index