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English to Chinese translations [PRO] Tech/Engineering - Management
English term or phrase:estate-planning vehicle
Lord Corporation has a parent company, Jura Corporation, which owns all of the voting stock of Lord. The voting shares of Jura Corporation are in turn owned by the Jura Trust. Both were established as ***estate-planning vehicles*** for Tom Lord.
Goals of Estate Planning
A. Distribute your property in the way you intend to your intended beneficiaries
This is the only real purpose of estate planning. The other goals are merely to aid in accomplishing this purpose.
B. Avoid or minimize estate taxes
This goal is a concern for those whose estates are or will be over $675,000.00 this year (the exemption increase, phase-out, and restoration, are further discussed in Part III of this Guide).
C. Preserve income tax advantages
D. Ease the process of passing property to heirs
E. Protect confidentiality
Explanation: [PDF] 補充課程內容綱要:File Format: PDF/Adobe Acrobat - View as HTML
... 2 小時(2 hours) A. 股票與債券投資 (investing in stocks and bonds) B. 有價證券市場概 論(securities markets) C. 基金、不動產及其他投資工具(buying mutual funds, real estates, and other investments ) 2 8. 退休及財產移 轉規劃 (retirement and estate planning) 2 小時 ... www.tabf.org.tw/tw/newclass/CFP12hours.pdf - Similar pages
留学动态... 提供跨国商业的趋势、战略和合作的分析。 —Managerial Project 管理计划 —Risk Management and Insurance Planning 风险管理与保险计划 —Superannuation and Retirement Planning 退休金与引退计划 —Taxation Planning and Estate Planning 税务和财产计划. ...
lx.xmrc.com.cn/lxdt/yghan.html - 11k - Cached - Similar pages