Articles liés à Estate Planning and Drafting

Estate Planning and Drafting - Couverture rigide

Pennell, Jeffrey N.

 
9780314291325: Estate Planning and Drafting

Synopsis

Updated through October 1, 2014, Pennell's revised estate planning book focuses on everyday planning for "middle-rich" clients, such as: traditional planning for couples, family trust planning, portability, life insurance, retirement benefits, charitable giving, and some information on postmortem planning. It explains essential tax fundamentals that inform traditional techniques, without overemphasis on a tax oriented practice. The text contains over 100 pages of annotated forms illustrating basic planning documents, including a pour over will, self-trusteed declaration of trust, and a third party special needs trust.

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.