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Author: Carolynn Tomin
Publisher:
ISBN: 9781949506044
Category :
Languages : en
Pages : 640
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Book Description
The Principles of Estate Planning, 2nd Edition is newly revised with updated information on the most current developments in the estate planning field, including ATRA-related tax changes, the use of the new ABLE accounts for medical expenses planning, information on the use of trust protectors, and planning techniques that can be used for newly recognized same-sex marriages. The book is a complete single-volume source that covers all aspects of estate planning, from the basic principles of property transfers to complex financial techniques that can be used to deal with a wide variety of client circumstances. The authors bring a wealth of experience in both professional and academic arenas that help students understand the concepts that are critical for achieving important professional designations as well building a successful practice with real-world examples of common estate planning problems. This textbook allows students to work with the most current information, thus helping to gain a better understanding of how to advise clients in the real-world using real numbers. Teach your students using the most up-to-date estate planning textbook on the market. The authors, Carolynn Tomin and Colleen Carcone, fully address all of the CFP® Certification Examination Principal Topics for Estate Planning. In addition to this on-target approach, Principles of Estate Planning features: * Content that is systematically organized into subtopics to help simplify the understanding and retention of complex material * "Chapter Contents" that outline the topics addressed in each chapter * "Learning Objectives" in each chapter that provide topic focus * "Client Situations" that present practice scenarios and illustrate the practical application of key concepts in client situations * "Practitioner Tips" that provide practical advice and guidance * "Practice Standards" that highlight the related steps in the financial planning process from CFP Board's "Standards of Professional Conduct" * Chapter summaries, key terms, and review questions that aid recall, retention, and review of the topics * And much more!
Author: Carolynn Tomin
Publisher:
ISBN: 9781949506044
Category :
Languages : en
Pages : 640
Get Book Here
Book Description
The Principles of Estate Planning, 2nd Edition is newly revised with updated information on the most current developments in the estate planning field, including ATRA-related tax changes, the use of the new ABLE accounts for medical expenses planning, information on the use of trust protectors, and planning techniques that can be used for newly recognized same-sex marriages. The book is a complete single-volume source that covers all aspects of estate planning, from the basic principles of property transfers to complex financial techniques that can be used to deal with a wide variety of client circumstances. The authors bring a wealth of experience in both professional and academic arenas that help students understand the concepts that are critical for achieving important professional designations as well building a successful practice with real-world examples of common estate planning problems. This textbook allows students to work with the most current information, thus helping to gain a better understanding of how to advise clients in the real-world using real numbers. Teach your students using the most up-to-date estate planning textbook on the market. The authors, Carolynn Tomin and Colleen Carcone, fully address all of the CFP® Certification Examination Principal Topics for Estate Planning. In addition to this on-target approach, Principles of Estate Planning features: * Content that is systematically organized into subtopics to help simplify the understanding and retention of complex material * "Chapter Contents" that outline the topics addressed in each chapter * "Learning Objectives" in each chapter that provide topic focus * "Client Situations" that present practice scenarios and illustrate the practical application of key concepts in client situations * "Practitioner Tips" that provide practical advice and guidance * "Practice Standards" that highlight the related steps in the financial planning process from CFP Board's "Standards of Professional Conduct" * Chapter summaries, key terms, and review questions that aid recall, retention, and review of the topics * And much more!
Author: Carolynn Tomin
Publisher:
ISBN: 9781954096615
Category :
Languages : en
Pages : 0
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Book Description
This textbook was written specifically to help master the complex area of estate planning and prepare for the CFP® Certification Examination, while also presenting experience-based guidance that is directly applicable in professional practice. The authors, Carolynn B. Tomin, CFP®, and Colleen Carcone, JD, CFP®, fully address all of the CFP® Certification Examination Principal Topics for Estate Planning. The book includes the following that create a comprehensive guide to helping clients create an estate plan. "Learning Objectives" in each chapter that provide topic focus "Client Situations" present practice scenarios and illustrate the practical application of key concepts in client situations "Practitioner Tips" provide practical advice and guidance "Practice Standards" highlight the related steps in the financial planning process from CFP Board's "Standards of Professional Conduct" Chapter summaries, key terms, and review questions that aid recall, retention, and review of the topics Content that is systematically organized into subtopics to help simplify the understanding and retention of complex material New in the 4th Edition: Updated to reflect the latest tax code laws, rates, and exemptions enacted with the Tax Cuts and Jobs Act Thoughtful analysis of the income tax considerations that may come into play when developing a client's estate plan "Practice Standards" that highlight the related steps in the financial planning process from CFP Board's "Standards of Professional Conduct" Topics Covered: The importance of having and actively maintaining an estate plan The steps involved in the estate planning process Estate management tools Updated tax rates and gift tax limits And More! See the "Table of Contents" section for a full list of topics
Author: Carolynn Tomin
Publisher:
ISBN: 9781939829573
Category :
Languages : en
Pages : 0
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Book Description
This new First Edition, Updated for 2013, includes all of the most current estate and gift tax amounts and exemptions resulting from the American Taxpayer Relief Act of 2012. Amounts are updated throughout the book in the examples, practitioner's pointers, client situations, end-of-chapter review questions and all learning content.
Author: Carolynn Tomin
Publisher:
ISBN: 9781941627570
Category :
Languages : en
Pages : 0
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Book Description
The Principles of Estate Planning, 2nd Edition is newly revised with updated information on the most current developments in the estate planning field, including ATRA-related tax changes, the use of the new ABLE accounts for medical expenses planning, information on the use of trust protectors, and planning techniques that can be used for newly recognized same-sex marriages. The book is a complete single-volume source that covers all aspects of estate planning, from the basic principles of property transfers to complex financial techniques that can be used to deal with a wide variety of client circumstances. The authors bring a wealth of experience in both professional and academic arenas that help students understand the concepts that are critical for achieving important professional designations as well building a successful practice with real-world examples of common estate planning problems. This textbook allows students to work with the most current information, thus helping to gain a better understanding of how to advise clients in the real-world using real numbers. Teach your students using the most up-to-date estate planning textbook on the market. The authors, Carolynn Tomin and Colleen Carcone, fully address all of the CFP(R) Certification Examination Principal Topics for Estate Planning. In addition to this on-target approach, Principles of Estate Planning features: - Content that is systematically organized into subtopics to help simplify the understanding and retention of complex material - Chapter Contents that outline the topics addressed in each chapter - Learning Objectives in each chapter that provide topic focus - Client Situations that present practice scenarios and illustrate the practical application of key concepts in client situations - Practitioner Tips that provide practical advice and guidance - Practice Standards that highlight the related steps in the financial planning process from CFP Board's Standards of Professional Conduct - Chapter summaries, key terms, and review questions that aid recall, retention, and review of the topics - And much more! . .
Author: Wayne M. Gazur
Publisher: Aspen Publishing
ISBN: 1454869003
Category : Law
Languages : en
Pages : 576
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Book Description
This casebook introduces students to the principles of estate planning and challenges them to analyze simulated client scenarios. Featuring a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations. A forms supplement on a CD is an additional tool for giving students practice with drafting exercises.
Author: Canadian Institute of Chartered Accountants
Publisher:
ISBN:
Category :
Languages : en
Pages : 58
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Book Description
Author: Constance J. Fontaine
Publisher:
ISBN: 9780943590844
Category : Law
Languages : en
Pages : 488
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Book Description
Author: ANGELA. VALLARIO
Publisher:
ISBN: 9781531026967
Category :
Languages : en
Pages : 0
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Book Description
The third edition of Fundamentals of Estate Planning (Maryland) is a unique combination of theory and practice written for those studying or practicing estate planning in the state of Maryland as well as students preparing for the Uniform Bar Exam. The third edition reorganized concepts to reflect the academic teaching of a basic trusts and estates course. The book adds practical suggestions on drafting provisions used in estate planning documents along with theory, Maryland and Uniform Probate Code statutes, and cases from multiple jurisdictions. The book is the perfect match between academic theory and a practitioner's formbook in that the student or attorney has a legal foundation for drafting relevant provisions used in wills, trusts, powers of attorney, and advance directives. The third edition has been expanded to incorporate a chapter on special purpose trusts including gun trusts and special needs trusts. The special purpose chapter includes sample revocable trust used for firearm ownership as well as disability planning. An expanded chapter on elder law provides an overview of law impacting elders such as Social Security, Social Security Disability Income, veterans benefits, planning for long term care with Medicaid, and guardianship. In the elder law chapter students and attorneys are exposed to a separate but related practice area that can be further explored by the reader. Part II of the third edition introduces the student or attorney to federal estate planning and is the ideal resource to teach a course in federal estate tax planning as well as an introduction to the attorney of the relevant Internal Revenue Code provisions and prominent cases used to avoid, minimize, and defer federal estate taxes. Chapters with illustrations are provided to explain basic estate planning tools of non-taxable gifts, credit shelter trust, marital deduction, and life insurance trusts. The third edition added Maryland's new elective share legislation as well as recently enacted changes to Maryland's statutory power of attorney forms. This book brings the trusts and estates practice into the classroom. The practical problems and illustrations with suggested responses explain the material at a sophisticated, yet accessible, level.
Author: Wayne M. Gazur
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 406
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Book Description
Now you can help your students learn the principles of estate planning by working on the kind of problems clients actually present. Case Studies in Estate Planning with Abridged Student Forms gives students hands-on experience that will prepare them for practice. the authors make their book both efficient and effective: Case studies in every chapter emphasize problems that arise in the estate planning process. the principles of estate planning are first introduced, then demonstrated through short exercises and simulated client situations. Exercises and case studies explore a broad variety of issues for great flexibility in teaching. Each chapter begins with an overview, then moves to more detailed discussion of legal doctrines and principles. an electronic forms supplement on CD supports a drafting component To The course. the book progresses from fundamental to more sophisticated topics. Organization presents a life-cycle progression, reflecting the changing needs of clients from youth through old age. Coverage of federal tax issues can be omitted at the professor's discretion. End-of-chapter bibliographies provide extensive reference sources. Can be used with a variety of other material. to capture student attention, The book presents high-interest materials, such as: Client conflicts of interest in diverse circumstances. Medical care directives, organ and tissue donations, and final arrangement instructions. Marital agreements. Transfer on death deeds. Asset protection techniques. Section 529 plans and other educational savings gift structures. Tax planning for retirement assets. Spend some time examining this new casebook and see for yourself how skillfully the authors help you lead students to enlightenment.
Author: William Riley Spinney
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages :
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Book Description
