Annuities in Connecticut Estate Planning

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9780984583423: Annuities in Connecticut Estate Planning
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If you sell annuities as a financial advisor or have clients who own annuities, you need to read this book. Annuities in Connecticut Estate Planning will help you avoid costly mistakes and assure your clients know the estate planning and Medicaid consequences of annuities as well at the tax implications of annuities. Mastering the information in this book will give you the confidence to review and analyze an important part of your client's estate plan.

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About the Author:

Joseph A. Cipparone practices law at Kepple Cole-Chu Cipparone Avena & Zaccaro PC in New London, CT. Attorney Cipparone is also a Certified Financial Planner. He is the 2010-2011 president of the Connecticut Chapter of the National Academy of Elder Law Attorneys and serves on the Executive Committeesof the Estates & Probate Section and Elder Law Section of the Connecticut Bar Association.

Review:

What a treasure! This book will save a lot of research time for Connecticut trusts and estates counsel. No other book discusses the state and federal tax, estate planning, probate, and Medicaid consequences of annuities. --John R. Ivimey, Chair, CBA Estates and Probate Section

This new practical and comprehensive treatment of annuities explains commercial, charitable gift, private and other types of annuities. It discusses all of their income, gift and estate tax consequences, their interrelationship with Medicaid and trusts as well as dealing with other legal matters such as durable powers of attorney, Probate Courts, protecting against insurance company default, regulating the companies and their agents. An appendix on a CD ROM disk is also included. This book will not only be an excellent primer on the subject, but provides quick answers to specific questions in its well-prepared index. --Frank S. Berall, Partner, Copp & Berall, LLP

What a unique book! It covers the state and federal tax aspects as well as the Medicaid aspects of annuities. This readable book on such an important topic will prove instructive to all elder law attorneys whether or not they practice in Connecticut. --Robert C. Anderson, CELA, Chair of the National Academy of Elder Law Attorneys' Tax Section and a frequent lecturer and author on annuities

Joe Cipparone's new book covers all of the estate, income and gift tax consequences of annuities. It provides a key link between financial planning with annuities and the legal consequences of annuities. Don't miss this chance to master this complex subject! --Daniel L. Daniels, Esq., Partner at Wiggin & Dana LLP and a frequent lecturer before lawyers and financial advisors throughout the United States

What a unique book! It covers the state and federal tax aspects as well as the Medicaid aspects of annuities. This readable book on such an important topic will prove instructive to all elder law attorneys whether or not they practice in Connecticut. --Robert C. Anderson, CELA, Chair of the National Academy of Elder Law Attorneys' Tax Section and a frequent lecturer and author on annuities

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Joseph A. Cipparone
Published by LawFirst Publishing/Connecticut Bar Association (2011)
ISBN 10: 0984583424 ISBN 13: 9780984583423
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Book Description LawFirst Publishing/Connecticut Bar Association, 2011. Condition: New. book. Seller Inventory # M0984583424

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