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Advanced PowerPoint - Prepared by Lisa C. Williams, CFP®, MBA, De Paul University
Instructor's Manual - Prepared by Rose L. Bailey, LL.M., CPA, Esq., Assistant Professor of Law, N.C. A&T University
Provides students
with comprehensive coverage of over 40 estate planning tools and
techniques including supporting overview of taxes
affecting trusts
and estates, as well as numerous estate planning aids, including:
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Ownership and
transfer policy
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Gifts, trusts,
life insurance and charitable giving
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How to nail down
the details of incapacity planning
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Intrafamily and
other business transfer techniques
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Valuation issues
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Planning for
employee benefits and retirement
TESTIMONIAL:
"The 14th Edition of Tools & Techniques
of Estate Planning is one of the best introductions to the field
which I have seen. It presents the material in a clear and readable
form, with helpful examples. It is an excellent resource for
students and practitioners alike."
James M. Kosakow
McLaughlin & Stern, LLP
“Ever since I took classes in Financial Planning over ten years, I
have relied on the Tools & Techniques series as a valuable resource
for financial planning problem identification and solution. As an
instructor, I have used the Estate Planning text for several years
now and find it user friendly for the students, provides the
information they need and is a "keeper" for their library.”
Lee Schuh, CFP(R), ChFC, JD
UCSB Extension
“The Tools & Techniques of Estate Planning is an invaluable
reference manual for the novice and experienced estate planner
alike. I highly recommend it to my students, as well as colleagues,
as a must-have guide to understanding the mechanics of all the
available estate planning strategies utilized by clients and their
advisors.”
Eva M. Ribarits, J.D., LL.M.
Principal, Creative Transitions
“I believe the Tools and Techniques of Estate Planning, is among the
best books available for bankers, lawyers, insurance professionals,
and certified financial planners who are seeking to get a working
understanding of estate business succession planning as well as
estate administration. The book is well written, easy to understand,
and is a good go-to reference book.”
Russell J. Fishkind, Assistant Adjunct Professor
New York University
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