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A multi-volume set that covers the laws of wills, trusts, and the various taxes that affect lifetime and testamentary transfers. Also covers the income of estates and trusts, along with other areas that will impact your creation of a comprehensive estate plan.
It takes into consideration laws involving securities, corporations, partnerships, proprietorships, real estate, patents, personal property, oil and gas, as well as laws affecting disability and marital rights. Virtually every chapter contains sample forms and practice aids to assist you in knowing what the law is and how to apply it.
PART I: Compensation and Assets Planning
Introductions to Estate and Personal Financial Planning
Basic Considerations
Practice Matters
Planning for the Highly Compensated
Planning for the Business Owner
Planning for the Rancher/Farmer
Use of Qualified Retirement Plans
Tax Advantaged Investments
Life Insurance Products and Their Use
PART II: Planning for the Family Unit
Gift Planning
Income Shifting
Types of Property Ownership
Planning for Separation and Divorce
Lifetime Planning for Charitable Gifts
Planning for Retirement
Estate Planning for the Unmarried Client
PART III: Estate Planning During Life
Introduction to Estate Planning During Life
Overview of Gift and Estate Taxation
General Estate Planning Techniques
Preparation of Wills
Preparation and Uses of Trusts
Domicile and Avoiding Ancillary Administrations
Testamentary Transfers to a Surviving Spouse
Life Insurance Planning
Planning for Closely Held Businesses
Testamentary Charitable Planning
Planning for Disposition of Tax Shelter Investments
The Generation-Skipping Transfer Tax
Entity Freezing
Value-Shifting Through Grantor Retained Interest Trusts, Joint Purchases and Sales of Remainder Interests
Other Asset Freezes
Selection of Fiduciary
Planning When Death Is Imminent
PART IV: Planning After Death
Postmortem Estate Planning
Tax Forms
Valuation
Liquidity
Disclaimers
Special Assets in the Estate
Audits, Appeals, and Final Determination of Tax
Table of United States Statutes, Regulations, and Rulings
Finding Aids
Enter replacement volume, chapter and page numbers separated by commas. For example: Volume 2, Chapter 5, Pages 7, 12-19. Please limit requests to 25 pages or less. If you are located outside the United States or for more than 25 pages please contact Customer Service 1-800-328-4880.
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