Price on Contemporary Estate Planning (2018) (Currently Unavailable)

Author(s): John R. Price, Samuel A. Donaldson

Published: Dec 19, 2017

ISBN: 9780808047520
Product Number: 10017218-0009
Volumes: 1
Update Frequency: Annually
1620 Pages

Price on Contemporary Estate Planning (2018) is a mine of information and expertise packed with valuable practice tips; this is the most current and comprehensive single-volume estate planning resource available. Providing theoretical grounding and a practice-oriented approach, Price and Donaldson show how to handle the full range of estate planning problems and techniques, including:

Client counseling
Durable powers of attorney
Living wills
Private annuities
Charitable remainder trusts
Life insurance
Lifetime noncharitable gifts
Closely held business interests
Community and marital property
Retirement plans and IRAs
Post-mortem planning
Professional responsibility, and more!

Helpful practice tools include numerous real-life examples illustrating application of principles, ready-to-adapt forms, and checklists.

Price on Contemporary Estate Planning (2018) is now available in an eBook format which you can download to your computer instantly.

Table of Contents

Price on Contemporary Estate Planning (2018)

Topics and Content

Chapter 1 Professional Responsibility and Estate Planning
Chapter 2 Basic Transfer Tax Laws and Estate Planning Strategies
Chapter 3 Concurrent Ownership and Nontestamentary Transfers
Chapter 4 Wills and Related Documents
Chapter 5 The Gift and Estate Tax Marital Deductions
Chapter 6 Life Insurance
Chapter 7 Planning Lifetime Noncharitable Gifts
Chapter 8 Gifts to Charitable Organizations
Chapter 9 Limiting Estate Size Through Intrafamily Transactions
Chapter 10 Trusts
Chapter 11 Closely-Held Business Interests
Chapter 12 Post-Mortem Planning
Chapter 13 Estate and Income Tax Planning for Retirement Plans and IRAs

Glossary
Table of Cases
Table of Internal Revenue Code Sections
Table of Treasury Regulations
Table of Revenue Rulings, Procedures, Notices, and Letter Rulings
Table of Miscellaneous Federal Citations
Table of Statutes
Index