Estate planning /

" ... 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 deve...

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Bibliographic Details
Main Author: Streng, William P
Corporate Author: Tax Management Inc
Format: Online
Language:English
Published: Arlington, VA : Tax Management, [©2006]-
Series:Tax management portfolios ; 800-3rd
Subjects:
Online Access:https://www.bloomberglaw.com/product/tax/citation/tm%20800
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Summary:" ... 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."
Item Description:Formerly published in Washington, D.C., 2006-2007
Title from title screen (viewed Nov. 5, 2013)
Publication Frequency:Updated irregularly
Format:Mode of access: World Wide Web
Bibliography:Includes bibliographical references