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Estate Planning Client Strategies, 2016-2017 Edition
Estate Planning Client Strategies, 2016-2017 Edition

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Manufacturer: Thomson Reuters
Publisher: Thomson Reuters
Author(s): Rose-Anne Frano, Jeffrey T. Troiano, Gloria S. Neuwirth, Eric W. Hager, Lawrence S. Chane, Jonathan H. Lander, Ralph M. Engel, Amiel Z. Weinstock, Sara A. Wells, Lisa A. Schneider

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Product Description:
Binding: Paperback
EAN: 9780314295330
ISBN: 031429533X
Label: Thomson Reuters
Languages: Array
Manufacturer: Thomson Reuters
Number Of Pages: 132
Publication Date: 2016-10-07
Publisher: Thomson Reuters
Studio: Thomson Reuters
Editorial Review:
In the world of estate planning, the rules and regulations evolve with the times. The one thing that does not change, however, is that your clients and their families need to be assured that their financial future will be safe. Estate Planning Client Strategies can help you understand how their lives will be impacted by past, present, and upcoming shifts in state and federal tax requirements. Featuring experienced partners from across the nation, this book outlines the various tax considerations for clients of different net worth. The authors identify key techniques for drafting flexible plans that will grow and evolve with changes in federal and state regulations. These top lawyers also offer more specific advice on assisting clients in properly utilizing the Generation Skipping Transfer (GST) exemptions, avoiding conflicts of interest with economic uncertainties, and navigating income planning in a post ATRA 2012 world. This book can offer you greater access to information that can help guide and instruct your practice and work with clients.
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