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
Published: Arlington, VA : Tax Management, [©2006]-
Series:Tax management portfolios ; 800-3rd
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Table of Contents:
  • Detailed Analysis
  • Introduction
  • Inventory of the client's assets and objectives
  • Preliminary estate planning considerations
  • The basic federal transfer tax and income tax structure
  • Fundamental testamentary planning
  • Lifetime asset transfers
  • Intrafamily transfer alternatives to gifts
  • Generation-skipping transfers
  • Special nonprobate planning situations
  • Special business planning situations
  • Special executive compensation/deferred benefits estate planning
  • Post-mortem estate planning
  • Estate planner-client relationship
  • Working papers