Practical Guide to Estate Planning, with CD (2011)

Cornelia R. Tenney, Martin A. Hall, Lisa

ISBN 10: 0808023098 / ISBN 13: 9780808023098

Published by CCH Tax Law Editors; (October (edition ), 2010

It's a well-cared-for item that has seen limited use. The item may show minor signs of wear. All the text is legible, with all pages included. It may have slight markings and/or highlighting. Seller Inventory # 0808023098-8-1

Synopsis:

Practical Guide to Estate Planning provides an overview of estate planning, offering the widestvariety of discussion on planning principles and tools from the simple to the sophisticated. Practical Guide to Estate Planning is now available in an eBook format which you can download to your computer instantly. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. It's scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, including the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy and a qualified personal residence trust (QPRT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate. This reference, with its wealth of basic information as well as its impressive assortment of forms and supporting materials, offers something of interest for everyone. Its clarity and organization, augmented by well-constructed examples, practice tips, diagrams and charts, make it a work that will be useful to both the newcomer and the experienced practitioner in the field.

Bibliographic Details

Title: Practical Guide to Estate Planning, with CD ...
Publisher: CCH Tax Law Editors; (October (edition )
Publication Date: 2010
Binding: Paperback
Condition: Very Good