• Course Book

Estate Planning: Beyond the Basics

Available: In Stock
Price: $69.00
Item Code: 09722-BK


Explore common oversights, gaffes, and errors encountered by estate planners, estate planning in the current interest rate environment, cross-border planning issues when working with international clients, and the ethical implications every estate planner must recognize. Learn about Pennsylvania’s trust laws versus those of neighboring states such as Delaware and Ohio, and how an estate plan could be affected due to relocation or other measures.

Summary of Contents

Why Is Everyone Talking About Delaware Trusts?
Estate Planning in a Low Interest Rate Environment
International Estate and Income Tax Issues
Estate Planning: Blunders to Avoid
Problem Irrevocable Trusts: If It Is Broken, Then Do Fix It
Ethical Considerations

Published: 3/1/2017
Pages: 258
Size: 8.5x11