Estate planning and drafting

著者

• Pennell, Jeffrey N.

書誌事項

Estate planning and drafting

by Jeffrey N. Pennell

（American casebook series）

West Academic, c2014

2nd ed

注記

Includes bibliographical references and index

内容説明・目次

内容説明

Updated through October 1, 2014, Pennell's revised estate planning book focuses on everyday planning for "middle-rich" clients, such as: traditional planning for couples, family trust planning, portability, life insurance, retirement benefits, charitable giving, and some information on postmortem planning. It explains essential tax fundamentals that inform traditional techniques, without overemphasis on a tax oriented practice. The text contains over 100 pages of annotated forms illustrating basic planning documents, including a pour over will, self-trusteed declaration of trust, and a third party special needs trust.

「Nielsen BookData」 より

詳細情報

• NII書誌ID(NCID): BB2316569X
• ISBN:
  • 9780314291325
• LCCN: 2013404884
• 出版国コード: us
• タイトル言語コード: eng
• 本文言語コード: eng
• 出版地: St. Paul, Minn.
• ページ数/冊数: xxv, 813 p.
• 大きさ: 27 cm
• 分類:
  • LCC : KF749
• 件名:
  • LCSH : Estate planning -- United States -- Cases
  • LCSH : Trusts and trustees -- United States -- Cases
• 親書誌ID:
  • BA00225343