num_pages: 716
description: Discover one of the industry s oldest, most trusted sources for a working knowledge of estate planning guiding through the entire in-depth explanations, point-by-point comparisons, tax implications, and the translation skills needed to help clients understand complex recommendations. Delivers comprehensive coverage of more than 50 tools and techniques with supporting overview of taxes affecting trusts/estates and countless estate planning aids with new data gathering forms.Are you avoiding the 10 most common estate planning mistakes? Discover one of the industry s oldest, most trusted sources for a working knowledge of estate planning guiding you through the entire estate planning process in-depth explanations, point-by-point comparisons, tax implications, and the translation skills needed to help clients understand complex recommendations. Delivers comprehensive coverage of more than 50 estate planning tools and techniques with supporting overview of taxes affecting trusts and estates and countless estate planning aids with new data gathering forms.Chapters hone skills/strategies Identifying estate planning, data gathering &amp; analysis processesDefining ownership &amp; transfer of propertyDiscussing general taxation as it impacts estate planningPlanning for non-U.S. persons &amp; post mortem electionsAssessing gifts with analysis of various trusts &amp; giving to charitiesReviewing the role of life insuranceIntrafamily &amp; other business transfer techniquesPlanning for incapacity &amp; non-traditional relationships14th Edition is supplemented to capture all of the opportunities related to the Pension Protection Act of 2006 featuring a quick reference guide from the Editors of Tax Facts Series ($15.20 value). New chapters deliver expanded coverage on family limited partnerships with new checklists and factors determining proper gift(sale) leaseback transaction treatment. Kiddie tax, Medicaid, and Deferred Compensation under new IRC Section 409A changes enrich the relevancy of this text. Discover clear and concise explanations easily translated into the real-world planning process involving the accumulation, conservation, and distribution of an estate. Life Insurance, PACE, and CFPÂ® CE Filed.Chapters to the top 12Ownership and Transfer of PropertyPower of AppointmentMarital Deduction and Bypass TrustsIrrevocable Life Insurance TrustFamily Limited PartnershipsGrantor Retained Interest TrustsDefective TrustEstate TaxSale (Gift) LeasebackValuation PlanningDisclaimersGift TaxDelivers value at any knowledge level introductory, overview &amp; review!TestimonialsIn each of our books we had one major goal in To create the single best source of up-to-date, pragmatic and transferable information on the topics you need to help others.Stephan R. Leimberg, Lead Author of Tools &amp; Techniques
language: English
title: The Tools & Techniques of Estate Planning
titlecomplete: The Tools & Techniques of Estate Planning
ratings_count: 16
publisher: National Underwriter Company