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Tools & Techniques of Estate Planning, 18th Edition.

Author: Stephan R Leimberg
Publisher: Newburyport : The National Underwriter Company, 2017.
Edition/Format:   eBook : Document : English
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Genre/Form: Electronic books
Additional Physical Format: Print version:
Leimberg, Stephan R.
Tools & Techniques of Estate Planning, 18th Edition.
Newburyport : The National Underwriter Company, ©2017
Material Type: Document, Internet resource
Document Type: Internet Resource, Computer File
All Authors / Contributors: Stephan R Leimberg
ISBN: 9781945424472 1945424478
OCLC Number: 1022786332
Notes: Chapter 55: Planning for Aging and Health Challenges.
Description: 1 online resource (1467 pages)
Contents: Cover; Title Page; Copyright Page; About The National Underwriter Company; Dedication; Acknowledgment; Preface To The 18th Edition; About the Authors; About the Publisher; Table of Contents; Part 1: The Purpose and Practice of Estate Planning; Chapter 1: Overview of Estate Planning; Chapter 2: Data Gathering and Analysis and Initial Client Interview; Chapter 3: Human Side of Estate Planning; Chapter 4: The Unauthorized Practice of Law; Chapter 5: Ethics â#x80;#x93; A Practical Guideline; Chapter 6: Malpractice in Estate Planning; Part 2: Ownership and Transfer of Property. Chapter 7: Ownership and Transfer of PropertyChapter 8: Gifts; Chapter 9: Uniform Gifts/Transfers to Minors Acts; Chapter 10: Wills; Chapter 11: How to Review a Will: A Checklist for the Estate and Financial Planner; Chapter 12: Power of Appointment; Chapter 13: Disclaimers; Chapter 14: Selection of Executor, Trustee, and Attorney; Chapter 15: Probate and Trust Administration; Chapter 16: Executorâ#x80;#x99;s Primary Duties; Part 3: Taxes; Chapter 17: Estate Tax; Chapter 18: Extensions of Time to Pay Estate Tax; Chapter 19: Gift Tax; Chapter 20: Generation-Skipping Transfer Tax. Chapter 21: Federal Income Tax IssuesChapter 22: Post-Mortem Tax Elections; Chapter 23: Death Tax Apportionment and Estate Tax Reimbursement; Chapter 24: State Death Taxes; Part 4: Irrevocable Trusts; Chapter 25: Marital Deduction and Bypass Trusts; Chapter 26: Section 2503(b) and 2503(c) Trusts; Chapter 27: Grantor Retained Interest Trusts (GRIT, GRAT, GRUT, QPRT); Chapter 28: Intentionally â#x80;#x9C;Defectiveâ#x80;#x9D; Trust; Chapter 29: Tax Basis Irrevocable Trusts; Chapter 30: Inter Vivos QTIP Trusts; Part 5: Life Insurance; Chapter 31: Life Insurance; Chapter 32: Irrevocable Life Insurance Trust. Part 6: Charitable GivingChapter 33: Charitable Contributions; Chapter 34: Charitable Split Interest Trusts; Chapter 35: Conservation Easement Exclusion; Part 7: Intra-family and Other Business Transfers Techniques; Chapter 36: Intra-Family Loans; Chapter 37: Installment Sales and SCINS; Chapter 38: Private Annuity; Chapter 39: Interest-Free and Below Market Rate Loans; Chapter 40: Split Interest Purchase of Property (SPLIT); Chapter 41: Sale (Gift) â#x80;#x93; Leaseback; Chapter 42: Buy-Sell (Business Continuation) Agreements; Chapter 43: Section 303 Stock Redemption. Chapter 44: Family Limited PartnershipsChapter 45: Incorporation; Chapter 46: Limited Liability Companies; Chapter 47: Personal Holding Company; Chapter 48: S Corporation; Part 8: Planning for Employee Benefits and Retirement; Chapter 49: Deferred Compensation (Nonqualified); Chapter 50: Employee Stock Ownership Plan; Chapter 51: Individual Retirement Plans (and SEPs); Chapter 52: Profit Sharing/401(k)/Pension Plan; Chapter 53: Survivorâ#x80;#x99;s Income Benefit Plan; Chapter 54: Planning with IRAs and Qualified Retirement Plans; Part 9: Human Aspects of Estate Planning.

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