Last edited by JoJogore
Monday, May 11, 2020 | History

2 edition of Estate planning client strategies found in the catalog.

Estate planning client strategies

Estate planning client strategies

leading lawyers on understanding the client"s goals, using trusts effectively, and planning in a changing economic climate

  • 320 Want to read
  • 9 Currently reading

Published by Aspatore Books in [Boston, MA] .
Written in English

    Subjects:
  • Estate planning -- United States

  • Edition Notes

    StatementTracy Adler Craig ... [et al.].
    SeriesInside the minds
    ContributionsCraig, Tracy Adler., Aspatore, Inc.
    Classifications
    LC ClassificationsKF750 .E826 2009
    The Physical Object
    Pagination229 p. :
    Number of Pages229
    ID Numbers
    Open LibraryOL23915513M
    ISBN 100314207376
    ISBN 109780314207371
    LC Control Number2009499184

    Get this from a library! Estate planning client strategies: leading lawyers on understanding the client's goals, using trusts effectively, and planning in a changing economic climate. [Tracy Adler Craig; . This title provides highly adaptable forms to assist you through the estate planning process, including client-intake forms, fee agreements, financial and medical powers of attorney, complete will and trust forms, and expert commentary. Book .

    Estate Planning A sound estate plan will help maximize the value of your estate by reducing taxes, probate and other expenses while minimizing the administrative burden for your executor. This . Without an estate plan clients’ assets will pass upon death according to state law, Sandle says. “If a client’s wealth is greater than the lifetime estate tax exemption of $11,, per Author: Amanda Schiavo.

    New Perspective on Sophisticated Estate Tax Avoidance,” 1 was subsequently reprinted in a book by The Brookings Institution and can still be purchased online today. Prof. : Joel Koenig.   Cheng's is NOT a "How to Do It" book but it does provide a head-snapping alert on subjects which Reiser and DiColo discuss in greater depth and with meticulous this volume, 5/5(5).


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