• Course Book

Using Trusts As Building Blocks For Your Client’s Estate Plan: Common Trust Techniques for the Foundation of an Estate Plan (AM) & Sophisticated Trust Techniques for the High Net Worth Client (PM)

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Available: In Stock
Price: $89.00
Item Code: 08861-BK

About

Explore basic and intermediate trusts techniques as well as trusts that are more sophisticated and useful for those who represent high-net-worth clients. Gain a practical perspective by evaluating these estate-planning tools as they apply to hypothetical client scenarios.

Summary of Contents

Hypothetical Case Studies
Using Trusts for Non-Tax Purposes
Tax Consequences and How to Address Them
Planning with Non-Probate Assets
GRATs, GRUTs, QPRTs, and Defective Grantor Trusts
Dynasty Trusts & Generation Skipping Tax Planning
“Basis: Banal? Basic? Benign? Bewildering?”
Using Trusts to Hold Closely Held Business Interests

Published: 6/1/2015
Pages: 554
Size: 8.5x11