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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:
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:
Topics Covered:
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.
SKU | 2850020B |
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Publication Date | April 22, 2021 |
ISBN | 978-1-954096-08-0 |
Page Count | 1,074 |
Author | Stephan R. Leimberg, Esq., L. Paul Hood, Jr., Edwin P. Morrow |
Edition | 20 |