Automatic Update Service


This book is included in PBI’s automatic update service. PBI will publish supplements or new editions as appropriate to keep the book up to date. We will send you a notice when a new edition is available. You will then have the option to purchase the supplement or new edition at a discounted rate or decline the offer, with no further obligation.

Click to review/change your Automatic Update status.

  • Course Book

Estate Planning for the Middle Market Client

Quantity:
Available: In Stock
Price: $39.00
Item Code: 09184-BK

About

Financial and tax planning is often perceived as a service for the rich. However, people who don’t have hundreds of thousands of dollars in savings need guidance as well. Explore information about Federal transfer tax planning, critical planning steps, tools for retirement, using the Uniform Trust Act, and income tax planning.

 

Summary of Contents

Critical Planning Steps for Clients - Understanding the Basics
Federal Transfer Tax Planning
Retirement Planning and the Uniform Trust Act
Income Tax Planning and Basis Planning
Practice Areas
Published: 4/1/2016
Pages: 151
Size: 8.5x11
©2023 Pennsylvania Bar Association. All rights reserved unless otherwise provided in a separate agreement. Unauthorized use, duplication, republication or redistribution of this material is strictly prohibited without the prior express written consent of the Pennsylvania Bar Association.