Sophisticated Estate Planning Techniques Update 2002
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Sophisticated Estate Planning Techniques Update 2002
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Author : Mark M. Christopher
language : en
Publisher:
Release Date : 2002
Sophisticated Estate Planning Techniques Update 2002 written by Mark M. Christopher and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2002 with Estate planning categories.
Valuation Taxation Planning Techniques For Sophisticated Estates 2002
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Author :
language : en
Publisher:
Release Date : 2002
Valuation Taxation Planning Techniques For Sophisticated Estates 2002 written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2002 with Estate planning categories.
Sophisticated Estate Planning Techniques
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Author :
language : en
Publisher:
Release Date : 2011
Sophisticated Estate Planning Techniques written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011 with Estate planning categories.
Sophisticated Estate Planning Techniques In Uncertain Times
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Author : Mark M. Christopher
language : en
Publisher:
Release Date : 2001
Sophisticated Estate Planning Techniques In Uncertain Times written by Mark M. Christopher and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2001 with Estate planning categories.
The Tools And Techniques Of Estate Planning 20th Edition
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Author : Stephan Leimberg
language : en
Publisher:
Release Date : 2021-04-27
The Tools And Techniques Of Estate Planning 20th Edition written by Stephan Leimberg and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-04-27 with categories.
The Tools & Techniques of Estate Planning covers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk of health issues for aging clients. With topics that are applicable for both large and small estates, this title enables estate planners to: Help clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions; Help clients effectively preserve their assets under current law; Handle a wide variety of estates and specific circumstances; and Save significant amounts of time with exclusive estate planning tools. This book features easy-to-understand, real-world examples from expert authors on which techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. New in the 20th Edition: There have been several updates in tax legislation since the release of the prior edition, many of which affect estate planning. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. This edition features: Updates resulting from the SECURE Act, affecting qualified retirement plans; New information on COVID-19 related tax changes for employee benefit plans; Employee retention credit under the CARES Act; Coverage of new IRS valuation tables in addition to the prior valuation tables; Updated ERISA compliance and reporting requirements; and Updated tax information, including the new 2021 COVID-19 stimulus and CAA bills. Topics Covered: Practice of estate planning Choosing the right professionals for estate planning Ownership and transfer of property Estate, gift, GST, and income tax considerations for estate planning The use of revocable and irrevocable trusts in estate planning The use of life insurance in estate planning Planning for incapacity and special needs Valuations issues Charitable giving Using employee benefits to meet estate planning goals Intra-family wealth transfers and business succession planning And more! See the "Table of Contents" section for a full list of topics As with all of the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of estate planning and confidently meet their needs.
Sophisticated Estate Planning Techniques
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Author :
language : en
Publisher:
Release Date : 2009
Sophisticated Estate Planning Techniques written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009 with Estate planning categories.
Advanced Estate Planning Techniques
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Author : Richard T. Cunningham
language : en
Publisher:
Release Date : 2008
Advanced Estate Planning Techniques written by Richard T. Cunningham and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2008 with Estate planning categories.
Advanced Uses Of Top Estate Planning Techniques
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Author : Joshua Berman (lawyer.)
language : en
Publisher:
Release Date : 2009
Advanced Uses Of Top Estate Planning Techniques written by Joshua Berman (lawyer.) and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009 with Estate planning categories.
Advanced Estate Planning Techniques
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Author : American Law Institute
language : en
Publisher:
Release Date : 2013
Advanced Estate Planning Techniques written by American Law Institute and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013 with Estate planning categories.
Principles Of Estate Planning 2nd Edition National Underwriter Academic
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Author : Carolynn Tomin
language : en
Publisher:
Release Date : 2015-05-27
Principles Of Estate Planning 2nd Edition National Underwriter Academic written by Carolynn Tomin and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-05-27 with categories.
The Principles of Estate Planning, 2nd Edition is newly revised with updated information on the most current developments in the estate planning field, including ATRA-related tax changes, the use of the new ABLE accounts for medical expenses planning, information on the use of trust protectors, and planning techniques that can be used for newly recognized same-sex marriages. The book is a complete single-volume source that covers all aspects of estate planning, from the basic principles of property transfers to complex financial techniques that can be used to deal with a wide variety of client circumstances. The authors bring a wealth of experience in both professional and academic arenas that help students understand the concepts that are critical for achieving important professional designations as well building a successful practice with real-world examples of common estate planning problems. This textbook allows students to work with the most current information, thus helping to gain a better understanding of how to advise clients in the real-world using real numbers. Teach your students using the most up-to-date estate planning textbook on the market. The authors, Carolynn Tomin and Colleen Carcone, fully address all of the CFP(R) Certification Examination Principal Topics for Estate Planning. In addition to this on-target approach, Principles of Estate Planning features: - Content that is systematically organized into subtopics to help simplify the understanding and retention of complex material - Chapter Contents that outline the topics addressed in each chapter - Learning Objectives in each chapter that provide topic focus - Client Situations that present practice scenarios and illustrate the practical application of key concepts in client situations - Practitioner Tips that provide practical advice and guidance - Practice Standards that highlight the related steps in the financial planning process from CFP Board's Standards of Professional Conduct - Chapter summaries, key terms, and review questions that aid recall, retention, and review of the topics - And much more! . .