Estate planning / by William P. Streng

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Bibliographic Details
Main Author: Streng, William P
Format: Serial
Language:English
Published: Arlington, VA : Tax Management Inc., c2013-
Series:Tax management portfolios ; 800-3rd
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Description
Item Description:This portfolio revises and supersedes 800-2nd T.M., Estate Planning
Kept up to date with revision pages
"...is designed as an authoritative and practical working tool for attorneys, accountants, and others involved in estate planning practice. The basic estate, gift, and trust planning concepts are presented in a descriptive and conveniently accessible form. The topics treated include: the development by the advisor of an estate planning strategy for the client; fundamentals of the federal transfer tax system and related federal income tax rules; lifetime donative asset transfers; gratuitous property transfers at death; generation-skipping transfers; special property transfer planning considerations (e.g., community property, life insurance, charitable transfers, closely held corporations); and post-mortem planning. Other Portfolios in the Tax Management Estates, Gifts, and Trusts series provide detailed coverage of the various specific planning topics surveyed in this Portfolio. These Portfolios are identified at appropriate locations in the text of this Portfolio."
Physical Description:v. (loose-leaf) : ill. ; 28 cm
Bibliography:Includes bibliographical references
ISBN:9781617468254
1617468258