The Tools & Techniques of Trust Planning

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In contrast to academic trust publications that focus on the ramifications of various trust terms and deep case law analysis, this new resource provides a refreshing alternative in the form of a succinctly written collection of chapters on trending topics in trust planning. 

Written and edited by these renowned experts in the trust planning field, The Tools & Techniques of Trust Planning is the authoritative but easy-to-follow resource you can rely on:

Author: Stephan R. Leimberg

Executive Editors: Jonathan E. Gopman and Michael Sneeringer

Contributing Editors: Mary Elizabeth Anderson; Anna Els; L. Paul Hood, Jr.; Lester Law; Larry Rivkin; Yoshimi O. Smith and Mary E. Vandenack

In contrast to academic trust publications that focus on the ramifications of various trust terms and deep case law analysis, this new resource provides a refreshing alternative in the form of a succinctly written collection of chapters on trending topics in trust planning. 

Written and edited by these renowned experts in the trust planning field, The Tools & Techniques of Trust Planning is the authoritative but easy-to-follow resource you can rely on:

Author: Stephan R. Leimberg

Executive Editors: Jonathan E. Gopman and Michael Sneeringer

Contributing Editors: Mary Elizabeht Anderson; Anna Els; L. Paul Hood, Jr.; Lester Law; Larry Rivkin; Yoshimi O. Smith and Mary E. Vandenack

Notably relevant to the new estate tax laws which re-define how trusts can be used in estate planning, The Tools & Techniques of Trust Planning provides:

  • Accurate information written from a distinctly practical standpoint
  • Detailed coverage of Asset Protection Trusts 
  • An important focus on popular topics that today’s advisors and attorneys face such as:
    • special needs trusts for disabled individuals
    • marital by pass trusts
    • trusts that are useful in a divorce situation
And, as with all 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 trust planning and confidently meet their needs.

Additional Information
Publication Date January 3, 2017
ISBN 978-1-94542-412-0
EISBN 9781945424137
Page Count 432
Author Stephan R. Leimberg, Jonathan E. Gopman, & Michael A. Sneeringer
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