Practical Guide to Estate Planning 2017

Practical Guide to Estate Planning 2017 Author Ray D. Madoff
ISBN-10 0808045229
ISBN-13 9780808045229
Year 2016-10-20
Pages 864
Language English
Publisher CCH Inc.
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Practical Guide to Estate Planning provides an overview of estate planning offering the widest discussion on planning principles and tools from the simple to the sophisticated This book is not lacking in detail as witnessed by its well annotated collection of forms that will appeal to many experienced estate planners The layout of this book reflects its emphasis on simplicity and clarity Its scope includes a general overview of the estate planning process It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects It goes on to discuss gifts and some of the more specialized areas of estate planning including generation skipping transfer tax rules and charitable planning which encompass the use of private foundations and split interest trusts Finally Practical Guide to Estate Planning contains a set of estate planning forms Included are a living trust an irrevocable life insurance trust an annual exclusion trust a pour over will a will with outright dispositions a codicil a living will a charitable remainder unitrust a durable power of attorney a health care proxy a qualified personal residence trust QPRT and a Grantor Retained Annuity Trust GRAT The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate

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