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The Tools & Techniques of Estate Planning, 20th Edition

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Apply the Tools & Techniques approach to all aspects of modern estate planning to help clients plan every aspect of an estate, including tax, investment, insurance, and estate administration decisions.

The Tools & Techniques of Estate Planning covers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk of health issues for aging clients. With topics that are applicable for both large and small estates, this title enables estate planners to:

  • Help clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions;
  • Help clients effectively preserve their assets under current law;
  • Handle a wide variety of estates and specific circumstances; and
  • Save significant amounts of time with exclusive estate planning tools.

This book features easy-to-understand, real-world examples from expert authors on which techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems.

New in the 20th Edition:

There have been several updates in tax legislation since the release of the prior edition, many of which affect estate planning. When rules change, every estate planner must stay completely up-to-date with all the opportunities—and pitfalls—arising from the new legislation. This edition features:

  • Updates resulting from the SECURE Act, affecting qualified retirement plans;
  • New information on COVID-19 related tax changes for employee benefit plans;
  • Employee retention credit under the CARES Act;
  • Coverage of new IRS valuation tables in addition to the prior valuation tables;
  • Updated ERISA compliance and reporting requirements; and
  • Updated tax information, including the new 2021 COVID-19 stimulus and CAA bills.

Topics Covered:

  • Practice of estate planning
  • Choosing the right professionals for estate planning
  • Ownership and transfer of property
  • Estate, gift, GST, and income tax considerations for estate planning
  • The use of revocable and irrevocable trusts in estate planning
  • The use of life insurance in estate planning
  • Planning for incapacity and special needs
  • Valuations issues
  • Charitable giving
  • Using employee benefits to meet estate planning goals
  • Intra-family wealth transfers and business succession planning
  • And more! See the “Table of Contents” section for a full list of topics

As with all of the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of estate planning and confidently meet their needs.

Additional Information
SKU 2850020B
ISBN 978-1-954096-08-0
Page Count 1,074
Author Stephan R. Leimberg, Esq., L. Paul Hood, Jr., Edwin P. Morrow
Edition 20
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Stephan R. Leimberg

Stephan R. Leimberg is CEO of Leimberg and LeClair, Inc., an estate and financial planning software company, CEO of LISI, Leimberg Information Services, Inc., an email newsletter service, and President of Leimberg Associates, Inc., a publishing and software company. He is an Adjunct Professor in the Masters of Taxation Program of Villanova University School of Law and former adjunct at Temple University School of Law. He holds a B.A. from Temple University, and a J.D. from Temple University School of Law. Leimberg is the Editor of the American Society of Financial Service Professionals audio publication, Keeping Current.

Leimberg is the author or co-author of numerous books on estate, financial, and employee benefit and retirement planning and a nationally known speaker. Leimberg is the creator and principal author of the entire nine book Tools & Techniques series including The Tools & Techniques of Estate Planning, The Tools & Techniques of Financial Planning, The Tools & Techniques of Employee Benefit and Retirement Planning, The Tools & Techniques of Life Insurance Planning, The Tools & Techniques of Charitable Planning, The Tools & Techniques of Investment Planning, The Tools & Techniques of Risk Management, The Tools & Techniques of Practice Management, and The Tools & Techniques of Retirement Income Planning. Leimberg is co-author of Tax Planning with Life Insurance with noted attorney Howard Zaritsky, The Book of Trusts with attorneys Charles K. Plotnick and Daniel Evans, and How to Settle an Estate with Charles K. Plotnick. He was also a contributing author of the American Bar Association’s The Lawyer’s Guide to Retirement.

Leimberg is co-creator of many software packages for the financial services professional including Estate and Financial Planning NumberCruncher (estate planning), DeCoupleCruncher (estate planning), Financial Analyzer II (financial calculations), Estate Planning Quickview (Estate Planning Flow Charts), Life Settlement NumberCruncher (life settlement buy-hold analysis), Planning Ahead for a Secure Retirement (PowerPoint Client Seminar) and Toward a Zero Estate Tax (PowerPoint Client Estate Planning Seminar).

A nationally known speaker, Professor Leimberg has addressed the Miami Tax Institute, the NYU Tax Institute, the Federal Tax Bar, the Notre Dame Law School and Duke University Law School’s Estate Planning Conference, the National Association of Estate Planners and Councils, the AICPA’s National Estate Planning Forum, the ABA Section on Taxation, and The Annual Meeting of the American Society of Financial Service Professionals. Leimberg has also spoken to the Federal Bureau of Investigation, and the National Aeronautics and Space Administration.

Leimberg was awarded the Excellence in Writing Award of the American Bar Association’s Probate and Property Section. He has been honored as Estate Planner of the Year by the Montgomery County Estate Planning Council and as Distinguished Estate Planner by the Philadelphia Estate Planning Council. He is also a recipient of the President’s Cup of the Philadelphia Life Underwriters, a two time Boris Todorovitch Lecturer, and the First Ben Feldman Lecturer.

Leimberg was named Edward N. Polisher Lecturer of the Dickinson School of Law and 2004 recipient of the National Association of Estate Planners and Councils Distinguished Accredited Estate Planner award.

Leimberg’s LISI email newsletter/data base at www.leimbergservices.com is used daily by thousands of estate, financial, employee benefit, charitable, and retirement planning practitioners.

Edwin P. Morrow

Edwin (Ed) Morrow is a Director in KeyBank’s Family Wealth Advisory Group, a team of tax attorneys who work with high net worth clients and business owners, helping them with designing and implementing sophisticated wealth strategies as part of Key Private Bank’s personal and family CFO services. These strategies include tax reduction, transactional tax, alternative risk management practices, philanthropy, asset protection, legacy planning as well as complex credit and leverage strategies. Ed is based in the KeyBank Dayton and Cincinnati offices.

Prior to joining Key, Ed was in private law practice focused on the areas of wealth preservation, business and trust planning, probate, tax litigation and ERISA retirement plans. 

Ed has his Juris Doctor (J.D.) from the Northwestern School of Law at Lewis and Clark College in Portland, Oregon. He has a master’s degree in business (MBA) from Xavier University in Cincinnati and a master’s degree in tax law (LL.M) from Capital University in Columbus, Ohio. Ed is a board certified specialist in estate planning and trust law through the Ohio State Bar Association and a Fellow of the American College of Trusts and Estate Counsel (ACTEC). He is also a Certified Financial Planner (CFP®) and Certified Mergers and Acquisitions Advisor (CM&AA®). 

An accomplished presenter and speaker, he has taught thousands of attorneys, accountants and financial planners in various continuing education courses on estate, tax and asset protection planning. Ed also co-taught a capstone course on estate planning as an adjunct professor at the University of Cincinnati Law School. 

Jay Katz

Jay Katz is the executive editor of the 5th Edition of The Tools & Techniques of Income Tax Planning as well as the author of several new chapters. He is also a tax attorney concentrating on litigating tax cases, handling examination audits and collection matters, as well as submitting offers in compromise for corporate and individual clients. Jay has the distinction of earning two LLMs in taxation from the NYU and University of Florida graduate tax programs. During twelve years as a professor at Widener University Law School and Beasley School of Law at Temple University, Jay has taught virtually every tax and estate planning course on the curriculum and was the director of the Widener tax clinic.

Also a prolific author, Jay is a contributing editor and member of the Tax Facts Advisory Board at the National Underwriter Company, a co-author of the 17th Edition of The Tools & Techniques of Estate Planning, as well as a freelance editor for the CPA Journal. Additional writing credentials include seven published law review tax articles, including “An Offer in Compromise You Can’t Confuse: It is not the Opening Bid of a Delinquent Taxpayer to Play Let’s Make a Tax Deal with the Internal Revenue Service,” 81 Miss. L. J. 1673 (2012) (lead article); “The William O. Douglas Tax Factor: Where Did the Spin Stop and Who Was He Looking Out For?” 3 Charlotte Law Review 133 (2012) (lead article); and “The Untold Story of Crane v. Commissioner Reveals an Inconvenient Tax Truth: Useless Depreciation Deductions Cause Global Basis Erosion to Bait A Hazardous Tax Trap For Unwitting Taxpayers,” 30 Va. Tax Rev. 559 (2011).

L. Paul Hood, Jr.

Paul Hood, Jr. received his J.D. from Louisiana State University Law Center in 1986 and Master of Laws in Taxation from Georgetown University Law Center in 1988. Paul is a frequent speaker, is widely quoted and his articles have appeared in a number of publications, including BNA Tax Management Memorandum, BNA Estates, Gifts & Trusts Journal, CCH Journal of Practical Estate Planning, Estate Planning, Valuation Strategies, Digest of Federal Tax Articles, Loyola Law Review, Louisiana Bar Journal, Tax Ideas, The Value Examiner and Charitable Gift Planning News. He has spoken at programs sponsored by a number of law schools, including Duke University, Georgetown University, New York University, Tulane University, Loyola (N.O.) University, and Louisiana State University, as well as many other professional organizations, including AICPA and NACVA. From 1996-2004, Paul served on the Louisiana Board of Tax Appeals, a three member board that has jurisdiction over all State of Louisiana tax matters.

A self-described “recovering tax lawyer,” Paul is the author or co-author of seven other books, and is the proud father of two boys who are the apples of his eye, Paul III and Evan. Happily married to Carol A. Sobczak, Paul lives with Carol in Toledo OH, where he serves as the Director of Planned Giving for The University of Toledo Foundation.

Martin M. Shenkman

Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Paramus, New Jersey and New York City concentrating on estate and tax planning, planning for closely held businesses, and estate administration. Mr. Shenkman received his Bachelor of Science degree from Wharton School, with a concentration in accounting and economics, his MBA from the University of Michigan, with a concentration in tax and finance, and his law degree from Fordham University School of Law. Mr. Shenkman is admitted to the bar in New York, New Jersey, and Washington, D.C. He is a CPA in New Jersey, Michigan, and New York. He is a Registered Investment Adviser in New York and New Jersey.

Mr. Shenkman has authored over 40 books and more than 800 articles. He is an Editorial Board Member of Trusts & Estates Magazine and The Matrimonial Strategist, as well as a frequent source for numerous national publications, guest expert appearances on major financial and other television and radio shows. He is the recipient of numerous awards including the 1994 Probate and Property Excellence in Writing Award, the Alfred C. Clapp Award presented in 2007 by the New Jersey Bar Association and the Institute for Continuing Legal Education for excellence in continuing legal education. He was named to Worth Magazine’s “Top 100 Attorneys” (2008) and the CPA Magazine “Top 50 IRS Tax Practitioners” (2008). His article “Estate Planning for Clients with Parkinson’s,” received the Editors Choice Award in 2008 from Practical Estate Planning Magazine. His article “Integrating Religious Considerations into Estate and Real Estate Planning,” was awarded the 2008 “Best Articles Published by the ABA,” award. He was named to New Jersey Super Lawyers, (2010-13). His book Estate Planning for People with a Chronic Condition or Disability, was nominated for the 2009 Foreword Magazine Book of the Year Award. He was the 2012 recipient of the AICPA Sidney Kess Award for Excellence in Continuing Education for CPAs. He was a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. Mr. Shenkman was named Financial Planning Magazine “2012 Pro-Bono Financial Planner of the Year” for his efforts on behalf of those living with chronic illness and disability. Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”

Mr. Shenkman is active in many charitable causes and founded ChronicIllnessPlanning.org which educates professional advisers on planning for clients with chronic illness and disability. He has written books for the Michael J. Fox Foundation for Parkinson’s Research, the National Multiple Sclerosis Society, and the COPD Foundation. He has presented more than fifty lectures around the country on this topic for professional organizations, charities and others. More than fifty of the total articles he has published have addressed planning for those facing the challenges of chronic illness and disability.