Financial Planner's Guide To Estate Planning

Paul Lochray (Autor)

Buch | Hardcover

364 Seiten

1991 | 3rd edition
Financial Times Prentice Hall (Verlag)
978-0-13-318502-7 (ISBN)

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Enormous changes in the laws affecting the viability of estate planning have recently been enacted. This work helps financial planners meet the challenge. It is suitable for those financial planners who need to effectively manage the estate planning challenge for their clients.

For those financial planners who need to effectively manage the estate planning challenge for their clients.

Enormous changes in the laws affecting the viability of estate planning have recently been enacted. And to help financial planners meet the challenge, author Paul J. Lochray presents this completely revised and updated third edition.

1. Client Counseling, Estate Analysis, and the Estate Planning Process.

2. Wills, Intestacy, and the Probate Process.

3. Fundamentals of Trusts and Their Uses in Estate Planning.

4. Forms of Property Ownership and Their Uses in Estate Planning.

5. Community Property: Estate Planning Concepts.

6. Powers of Appointment, the Marital Deduction, and Marital and Nonmarital Trusts in Estate Planning.

7. Charitable Gifting Strategies.

8. Postmodern Planning Techniques.

9. Will Substitutes.

10. Estate Planning for the Family of a Developmentally Disable Person.

11. Estate Planning for the Family of the Developmentally Disabled Person: A Case Study Approach.

Appendix A.

Appendis B.

Index.

Verlagsort	Upper Saddle River
Sprache	englisch
Gewicht	622 g
Themenwelt	Recht / Steuern ► EU / Internationales Recht
Themenwelt	Recht / Steuern ► Privatrecht / Bürgerliches Recht ► Sachenrecht
ISBN-10	0-13-318502-8 / 0133185028
ISBN-13	978-0-13-318502-7 / 9780133185027
Zustand	Neuware