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The 18th edition of The Tools & Techniques of Estate Planning provides the tools and techniques that every estate planner, financial planner, and insurance professional needs to help their clients preserve their assets under current law. It is completely updated and delivers numerous enhancements including new guidance on Data Gathering and Analysis; Death Tax Apportionment; Digital Assets, and much more.
In the course of a single year, estate planning has been directly affected by numerous, significant revisions to the law. When the rules change as much they have recently, every estate planner must stay completely up-to-date with all the opportunities—and pitfalls—arising from the new legislation.
In addition to everything that made the first seventeen editions of The Tools & Techniques of Estate Planning so effective and popular, this new edition delivers enhancements and seven new chapters covering:
- Data Gathering and Analysis
- Human Side of Estate Planning
- Trusts in General
- Death Tax Apportionment
- State Death Taxes
- Inter Vivos QTIP Trusts
- Estate Planning with Qualified Plans and IRAs
- Planning for Unmarried Partners
- Prenuptial Agreements
- Estate Planning for Blended Families
- And much more!
All relevant legislative changes are applied throughout. In these pages you’ll also find reliable, practice-based analysis of hundreds of recent cases and rulings. And every area of estate planning analysis is filled with insights into how the new legislative landscape impacts specific areas of your estate-planning practice, helping you to help your clients make the best decisions for themselves and for their families.
|Publication Date||July 10, 2017|
|Author||Stephan R. Leimberg; L. Paul Hood, Jr.; Jay Katz; Edwin P. Morrow; and Martin M. Shenkman|