Tools & Techniques of Estate Planning
Plan for your client’s future with the most comprehensive estate planning coverage available. 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. One of the most popular offerings in the Tools & Techniques Series, this title provides comprehensive coverage of over 40 estate planning tools and techniques including supporting overviews of...
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Plan for your client s future with the most comprehensive estate planning coverage available. 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. One of the most popular offerings in the Tools & Techniques Series, this title 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.
DedicationAbout the AuthorsAcknowledgmentsPrefaceIntroduction and BibliographyCh. 1Buy-Sell (Business Continuation) Agreement1Ch. 2Charitable Contributions19Ch. 3Charitable Split Interest Trusts33Ch. 4Conservation Easement Exclusion43Ch. 5Deferred Compensation (Nonqualified)47Ch. 6Disclaimers57Ch. 7Durable Power of Attorney63Ch. 8Elderly and Disabled (Planning for)69Ch. 9Employee Stock Ownership Plan73Ch. 10Extensions of Time to Pay Federal Estate Tax83Ch. 11Family Limited Partnerships89Ch. 12Family-Owned Business Deduction105Ch. 13Freezing Techniques - Corporations and Partnerships109Ch. 14Generation-Skipping Transfers119Ch. 15Gifts135Ch. 16HR-10 (Keogh) Retirement Plan for the Self-Employed149Ch. 17Incorporation157Ch. 18Individual Retirement Plans (and SEPs)171Ch. 19Installment Sales and SCINs183Ch. 20Interest-Free and Below Market Rate Loans197Ch. 21Life Insurance203Ch. 22Limited Liability Companies223Ch. 23Medical Expense Reimbursement Plan229Ch. 24Non U.S. Persons (Planning for)233Ch. 25Personal Holding Company239Ch. 26Power of Appointment245Ch. 27Private Annuity253Ch. 28Profit-Sharing/Pension Plan263Ch. 29S Corporation289Ch. 30Sale (Gift) - Leaseback299Ch. 31Section 303 Stock Redemption307Ch. 32Split Interest Purchase of Property (Split)313Ch. 33Survivor's Income Benefit Plan317Ch. 34Trust - Defective323Ch. 35Trust - Grantor Retained Interests (GRAT, GRUT, QPRT)327Ch. 36Trust - Irrevocable Life Insurance337Ch. 37Trust - Marital Deduction and Bypass345Ch. 38Trust - Revocable365Ch. 39Trust - Section 2503(b) and 2503(c)375Ch. 40Trust - Tax Basis Revocable381Ch. 41Uniform Gifts/Transfers to Minors Acts385Ch. 42Valuation Planning389Ch. 43Wills423App. A431App. B501App. C549App. D607App. E653Index677
