Estate Planning Applications

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Estate Planning Applications image
ISBN-10:

1582930503

ISBN-13:

9781582930503

Author(s): TED KURLOWICZ
Released: Jan 01, 2011
Format: Hardcover, 1 pages

Description:

This publication covers estate and gift tax principles with emphasis on life insurance planning applications. Discusses forcasting the gross estate, life insurance trusts, valuation principles, the use of charitable contributions as an estate planning technique, planning opporunities stemming from the marital relationship, the taxation of trusts, implications of employee benefits, and estate freezes. Includes a case study reflecting procedural aspects of estate planning.

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