Fundamentals of Estate Planning
- ISBN-10
- 1932819924
- ISBN-13
- 9781932819922
- Category
- Estate planning
- Pages
- 761
- Language
- English
- Published
- 2010-01
- Author
- Constance J. Fontaine
Description
This publication covers various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration, and taxation of property. Provides a basic understanding of the estate and gift tax system, including strategies of estate planning. Discusses gratuitous transfers of property outright or with trusts, wills, and powers of appointment; use of the marital deduction; valuation of assets; and buy-sell agreements. Covers the client interview, fact-finding, ethical standards, and development of personal estate plans.
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