Tools & Techniques Estate Planning (Tools & Techniques)

Tools & Techniques Estate Planning (Tools & Techniques)
by Leimberg, Polacek, Rosenbloom, Miller, Kandell

Tools & Techniques Estate Planning (Tools & Techniques)
List Price: $125.00
Our Price: $65.00
You Save: $60.00 (48%)
Availability: Usually ships in 1-2 business days
Buy Used: from $19.35 (click here)
Category: Book
See more book details and other editions


(Click here)
Buy this book at online book store in your country
Canada | UK | Germany | France

Book Summary Information

Author: Kandell, Leimberg, Miller, Polacek, Rosenbloom
Edition: Paperback
Audio: English (Unknown); English (Original Language); English (Published)
Published: 2006-07-30
ISBN: 0872186938
Number of pages: 716
Publisher: National Underwriter Company

Summary of Tools & Techniques Estate Planning (Tools & Techniques)

Discover one of the industry s oldest, most trusted sources for a working knowledge of estate planning guiding through the entire process: in-depth explanations, point-by-point comparisons, tax implications, and the translation skills needed to help clients understand complex recommendations. Delivers comprehensive coverage of more than 50 tools and techniques with supporting overview of taxes affecting trusts/estates and countless estate planning aids with new data gathering forms.
Are you avoiding the 10 most common estate planning mistakes? Discover one of the industry s oldest, most trusted sources for a working knowledge of estate planning guiding you through the entire estate planning process with: in-depth explanations, point-by-point comparisons, tax implications, and the translation skills needed to help clients understand complex recommendations. Delivers comprehensive coverage of more than 50 estate planning tools and techniques with supporting overview of taxes affecting trusts and estates and countless estate planning aids with new data gathering forms.
Chapters hone skills/strategies towards:

Identifying estate planning, data gathering & analysis processes
Defining ownership & transfer of property
Discussing general taxation as it impacts estate planning
Planning for non-U.S. persons & post mortem elections
Assessing gifts with analysis of various trusts & giving to charities
Reviewing the role of life insurance
Intrafamily & other business transfer techniques
Planning for incapacity & non-traditional relationships
14th Edition is supplemented to capture all of the opportunities related to the Pension Protection Act of 2006 featuring a quick reference guide from the Editors of Tax Facts Series ($15.20 value). New chapters deliver expanded coverage on family limited partnerships with new checklists and factors determining proper gift(sale) leaseback transaction treatment. Kiddie tax, Medicaid, and Deferred Compensation under new IRC Section 409A changes enrich the relevancy of this text. Discover clear and concise explanations easily translated into the real-world planning process involving the accumulation, conservation, and distribution of an estate. Life Insurance, PACE, and CFP�® CE Filed.

Chapters to feature: the top 12

Ownership and Transfer of Property
Power of Appointment
Marital Deduction and Bypass Trusts
Irrevocable Life Insurance Trust
Family Limited Partnerships
Grantor Retained Interest Trusts
Defective Trust
Estate Tax
Sale (Gift) Leaseback
Valuation Planning
Disclaimers
Gift Tax



Delivers value at any knowledge level introductory, overview & review!

Testimonials
In each of our books we had one major goal in mind: To create the single best source of up-to-date, pragmatic and transferable information on the topics you need to help others.

Stephan R. Leimberg, Lead Author of Tools & Techniques

Personal Finance Books

Book Subjects
Most talked about in Personal Finance Books
The Bond Book: Everything Investors Need to Know About Treasuries, Municipals, GNMAs, Corporates, Zeros, Bond Funds, Money Market Funds, and More ImageThe Bond Book: Everything Investors Need to Know About Treasuries, Municipals, GNMAs, Corporates, Zeros, Bond Funds, Money Market Funds, and More
by Annette Thau
McGraw-Hill; Published: 2000-11-02; Hardcover; Book
Best price: $6.33
Price in other shops: $34.95
The Essential Guide to Your 401(k) ImageThe Essential Guide to Your 401(k)
by Kenneth M. Morris, Virginia B. Morris, Lightbulb Press
McGraw-Hill Companies; Published: 2001-02-15; Paperback; Book
Best price: $5.99
Price in other shops: $14.95
Financial Security in Troubled Times: What You Need to Do Now ImageFinancial Security in Troubled Times: What You Need to Do Now
by Ric Edelman
HarperBusiness; Published: 2001-10-15; Hardcover; Book
Best price: $0.11
Price in other shops: $14.95
Discover the Wealth Within You Audiocassette ImageDiscover the Wealth Within You Audiocassette
by Ric Edelman
HarperAudio; Published: 2002-04; Audio Cassette; Book
Best price: $0.99
Price in other shops: $25.95
Alpha Teach Yourself Personal Finance in 24 Hours ImageAlpha Teach Yourself Personal Finance in 24 Hours
by Janet Bigham Bernstel, Lea Saslav
Alpha; Published: 2000-05-19; Mass Market Paperback; Book
Best price: $4.50
Price in other shops: $19.99
The Eleven Commandments of Wildly Succesful Women ImageThe Eleven Commandments of Wildly Succesful Women
by Pamela Gilberd
MacMillan Spectrum; Published: 1996; Paperback; Book
Best price: $3.30
Price in other shops: $14.95
Personal Finance: An Integrated Planning Approach ImagePersonal Finance: An Integrated Planning Approach
by Bernard J. Winger, Ralph R. Frasca
Macmillan Coll Div; Published: 1993-01; Hardcover; Book
Best price: $8.50
Price in other shops: $66.00
Protecting Your Pension For Dummies ImageProtecting Your Pension For Dummies
by Robert D. Gary, Jori Bloom Naegele
For Dummies; Published: 2007-07-30; Paperback; Book
Best price: $2.68
Price in other shops: $21.99
You Can Do It!: The Boomer's Guide to a Great Retirement ImageYou Can Do It!: The Boomer's Guide to a Great Retirement
by Jonathan D. Pond
HarperBusiness; Published: 2006-11-28; Hardcover; Book
Best price: $0.70
Price in other shops: $26.95
The Fundline Advisor ImageThe Fundline Advisor
by Richard Croft, Eric Kirzner
Harpercollins Canada; Published: 1998-10; Paperback; Book
Best price: $339.65
Similar Books and other products
Introduction to Estate Planning in a Nutshell, Fifth Edition (In a Nutshell (West Publishing)) ImageIntroduction to Estate Planning in a Nutshell, Fifth Edition (In a Nutshell (West Publishing))
by Robert J. Lynn, Grayson M.P. McCouch
West; Published: 2004-08; Paperback; Book
Best price: $38.00
Tools & Techniques of Risk Management for Financial Planners ImageTools & Techniques of Risk Management for Financial Planners
by Christine Barlow, Darlene K. Chandler, Kelly Maheu, Susan Maloney, Susan Massmann
National Underwriter Company; Published: 2007-09-01; Paperback; Book
Best price: $34.00
Price in other shops: $65.00
Beyond the Grave revised edition: The Right Way and the Wrong Way of Leaving Money To Your Children (and Others) ImageBeyond the Grave revised edition: The Right Way and the Wrong Way of Leaving Money To Your Children (and Others)
by Gerald M. Condon
HarperBusiness; Published: 2001-06-19; Paperback; Book
Best price: $8.39
Price in other shops: $17.99
Tools & Techniques of Financial Planning (Tools and Techniques of Financial Planning) ImageTools & Techniques of Financial Planning (Tools and Techniques of Financial Planning)
by Michael S. Jackson, Robert J., Jr. Doyle, Martin J. Satinsky, Stephan R. Leimberg
National Underwriter Company; Published: 2009-09-30; Paperback; Book
Best price: $91.24
Price in other shops: $145.00
Protect Your Estate: Definitive Strategies for Estate and Wealth Planning from the Leading Experts ImageProtect Your Estate: Definitive Strategies for Estate and Wealth Planning from the Leading Experts
by Robert Esperti, Renno Peterson
McGraw-Hill; Published: 1999-12-08; Paperback; Book
Best price: $5.05
Price in other shops: $22.95
The Living Trust Advisor: Everything You Need to Know About Your Living Trust ImageThe Living Trust Advisor: Everything You Need to Know About Your Living Trust
by Jeffrey L. Condon ESQ
Wiley; Published: 2008-10-06; Hardcover; Book
Best price: $31.35
Price in other shops: $47.50
JK Lasser's New Rules for Estate and Tax Planning ImageJK Lasser's New Rules for Estate and Tax Planning
by Stewart H. Welch III, Harold I. Apolinsky, Craig M. Stephens
Wiley; Published: 2010-01-07; Paperback; Book
Best price: $3.00
Price in other shops: $18.95
Tools & Techniques of Employee Benefit and Retirement Planning, 11th ed. (Tools and Techniques of Employee Benefit and Retirement Planning) ImageTools & Techniques of Employee Benefit and Retirement Planning, 11th ed. (Tools and Techniques of Employee Benefit and Retirement Planning)
by Stephan R. Leimberg, J.D., CLU, John J. McFadden
National Underwriter Company; Published: 2009-06-19; Paperback; Book
Best price: $49.60
Price in other shops: $125.00
Tools and Techniques of Life Insurance Planning (Tools & Techniques) ImageTools and Techniques of Life Insurance Planning (Tools & Techniques)
by Stephan R. Leimberg, Jr. Doyle, Robert J.
National Underwriter Company; Published: 2007-11-16; Paperback; Book
Best price: $88.00
Price in other shops: $145.00
Tools & Techniques of Income Tax Planning ImageTools & Techniques of Income Tax Planning
by Stephan R. Leimberg, Martin J. Satinsky, Michael S. Jackson, Randy Gardner
National Underwriter Company; Published: 2009-04-01; Paperback; Book
Best price: $111.55
Price in other shops: $145.00
Book store. Illustrated catalog of books on different categories