Fundamentals of Estate Planning
Author:
Constance J. Fontaine
Covers various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration, and taxation of property. Provides a basic understanding of the estate and gift tax system, including strategies of estate planning. Discusses gratuitous transfers of property outright or with trusts, wills, and powers of appointment; use of the marital deduction; valuation of assets; and buy-sell agreements. Covers the client interview, fact-finding, ethical standards, and development of personal estate plans.
12th edition, ©2010
Price: $120.00
Item Code: HS330-12
Estate Planning Applications
Author:
Ted Kurlowicz
Covers estate and gift tax principles with emphasis on life insurance planning applications. Discusses forecasting the gross estate, life insurance trusts, valuation principles, the use of charitable contributions as an estate planning technique, planning opportunities stemming from the marital relationship, the taxation of trusts, implications of employee benefits, and estate freezes. Includes a case study reflecting procedural aspects of estate planning.
9th edition, ©2008
Price: $120.00
Item Code: HS334-9
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