Estate Planning and Drafting:

ISBN-10: 0314291326
ISBN-13: 9780314291325
Edition: 2013
List price: $190.00 Buy it from $123.60
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Description: Updated through October 1, 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  More...

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Book details

List price: $190.00
Copyright year: 2013
Publisher: West Academic
Binding: Cloth Text 
Pages: 846
Size: 10.00" wide x 12.00" long x 2.00" tall
Weight: 3.454
Language: English

Updated through October 1, 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.

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