ESTATE PLANNING

 

Tools & Techniques of Estate Planning, 13th Edition
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Book Bundle:
includes NUCO text, KEIR Summary Review, and KEIR Multiple Choice Question Workbook…….		 $118.26 
Card Bundle:
includes NUCO text, KEIR Summary Review, KEIR Multiple Choice Question Workbook, and KEIR Flashcards…….  		 $131.96 
CD Bundle:
includes NUCO text, KEIR Summary Review, KEIR Multiple Choice Question Workbook, and KEIR Exam CD…….. 		$131.96 
Case Study Bundle:
 includes NUCO text, KEIR Summary Review, KEIR Multiple Choice Question Workbook, and KEIR Case Study Book ……		 $127.26   
Elite Package:
includes NUCO text, KEIR Summary Review, KEIR Multiple Choice Question Workbook, KEIR Flashcards, and KEIR Exam on CD...		 $145.45 

Elite + Case Package:
 Includes NUCO text, KEIR Summary Review, KEIR Multiple Choice Question Workbook, KEIR Flashcards, KEIR Exam on CD and KEIR Case Study….

$154.46   
  Each of the above bundles includes a copy of the Tools & Techniques text, if you wish to order additional copies please click here
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For information regarding the Keir materials, contact Director of Financial Services Programs, Shannon Bryant at 800-795-5347, ext. 107 or email at Sbryant@KeirSuccess.com. If you require information concerning CFP® Certification review materials and programs, Shannon will also be able to help you or visit Keir’s website at www.keirsuccess.com

 
Tools & Techniques of Estate Planning, 13th Edition

From start to finish, Tools & Techniques of Estate Planning guides you through the entire estate planning process with in-depth explanations, point-by-point comparisons, and income tax implications.

This text provides comprehensive coverage of over 40 estate planning tools and techniques including supporting overviews of taxes affecting trusts and estate, as well as numerous estate planning aids, including

  • Ownership and transfer of property

  • Gifts, trusts, life insurance and charitable giving

  • How to nail down the details of incapacity planning

  • Intrafamily and other business transfer techniques

  • Valuation issues

  • Planning for employee benefits and retirement
     

KEIR SUPPLEMENTAL MATERIALS

  • Summary Review for Estate Planning This Summary Review is a distillation of the important principles and concepts for estate planning. The student is provided with the essential content that is important to this course topic including:
    • Estate Planning Process and Goals
    • Methods of Estate Transfer
    • The Federal Estate Tax
    • The Federal Gift Tax
    • The Generation Skipping Transfer Tax
    • Planning for Gifts, Trusts, Buy-Sell Agreements, and Life Insurance
    • Estate Shrinkage and Postmortem and Liquidity Planning
    • Special Situations                                                                                                                                         .
  • Multiple Choice Question Workbook for Estate Planning These questions are designed to serve only one purpose - to help a student learn the material. They will best serve this purpose when used as a study and learning supplement to any study program, be it a class or self-study.

    The recommended procedure is to take a simulated multiple choice test. Then, check your answers and rationales provided in the back of this book. Determine the reasons for incorrect answers and understand the reasons for the correct answers. Any student will find that these questions cover the material in an exceedingly thorough manner.       
                                                                                                                                                    .
  • Case Study Workbook for Estate Planning This volume contains case fact patterns with mini and comprehensive style questions.  Fact patterns vary in length and the number of questions per case vary.  There are 10 cases in this volume.  There are no answers and no rationales provided to students.           
                           .
  • Interactive Exam CD The interactive exam CD contains the same questions as the multiple choice questions workbook. This CD, however, allows students the opportunity to mix the questions randomly and to receive immediate feedback.                             
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  • Flashcards Keir's flashcards provide a condensation of the most important points; highly effective for the final study process. More than 100 cards!