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Estate Planning
Incisive Media, Pages: 1,300
Estate Planning introduces the tax planner to unique wealth transfer strategies. It will guide you through the possible elimination (sunset) of the estate tax in 2010, the far-reaching effects of EGTRRA 2001, JGTRRA 2003, TIPRA, and the Pension Protection Act of 2006, and help you gain a tax-planning advantage when dealing with estate planning and transfer documents. Coverage includes: wills; living trusts; gifts in trust; insurance trusts; estate and gift tax returns; gifts or purchases of stock; financial planning for retirement; and family estate plans. Estate Planning is an authoritative guide to the use of tax-planning tools, such as the discount valuation of intrafamily gifts of minority interests in a closely held family business context, LLCs, like-kind exchanges, and the use of charitable transfers.
It features practical planning techniques and provides many easy-to-adapt clauses, forms and checklists, including a goals and objectives questionnaire, gifts of a life estate to a spouse, irrevocable minor's trusts, survivorship life insurance trusts and standard will clauses. Numerous examples of complete wills and alternative clauses are included. Estate Planning also discusses payment of gift and estate taxes and tax-planning tools and evaluates asset-protection devices, change of trust situs as well as business-planning techniques, including Family Limited Partnerships (FLPs) and Business Continuity Living Trusts (BCLTs).
Author's Bio
Gerald S. Susman has a B.S. in accounting from the University of Maryland, a J.D. from the University of Maryland School of Law and an LL.M. (Tax) from New York University. He is a CPA as well as a former agent of the Internal Revenue Service. The author is founder of Susman Business & Estate Strategies in Cherry Hill, NJ, Philadelphia, PA and Boca Raton, FL. It is a consulting company providing services to high-wealth individuals, their companies and advisors.
Your purchase price includes the cost of all previous updates and any updates that may be issued within three months of your order.
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