Fundamentals of estate planning

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Bibliographic Details
Corporate Author: Pennsylvania Bar Institute
Format: Software eBook
Published: Mechanicsburg, PA. : Pennsylvania Bar Institute, 2014
Series:PBI (Series) ; no. 2014-8199
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Table of Contents:
  • Key elements of a complete estate plan overview / Alison T. Smith
  • Charitable gift planning / Kathryn H. Crary, John R. Owen, Alison T. Smith
  • Income tax deduction for charitable gifts
  • Planned giving techniques
  • Lifetime planning / J. William Widing III
  • Estate planning with special needs trusts / J. William Widing III
  • Estate planning for same sex couples / J. William Widing III
  • Tax consequences / Richard R. Tarantine
  • Life insurance planning today for tomorrow / John Yocum
  • Estate planning for retirement assets / Andrew J. Haas
  • Ethical considerations / Alison T. Smith