Personal Finance & Investing, Cases - Legal Reference
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Overview
Effective estate planning requires an integration of three major elements: A solid understanding of federal and state tax law; careful planning for insurance proceeds, employee benefits, and charitable goals; precise drafting of wills, trusts, and powers of attorney. For thorough, practical, and comprehensive coverage of these fields, Casner's ESTATE PLANNING is your guide to estate planning practice, from basic transfer tax laws and essential strategy to inter vivos gifts and post—mortem activities.You'll find all the expert analysis and guidance you'll need on ongoing developments and underlying law, including:
The generation skipping transfer tax
Contractual wills
Annual exclusion gifts
Durable powers of attorney
Majority and minority interests in closely held stock
Special use valuation elections
Valuation of interests held by the terminally ill
Installment sales
Sales of remainder interests
Intrafamily transactions...and many other specific details of estate planning practice, with advice on opportunities to escape or shift the tax burden in scores of typical and not—so—typical situations.
Book Details
Published
June 1, 1980
Publisher
Little, Brown & Company
Format
Hardcover
ISBN
9780316131513