Tools & Techniques of Estate Planning - 14th Edition
Stephan R. Leimberg, Jerry A. Kasner, Stephen N. Kandell,
Ralph Gano Miller, Morey S. Rosenbloom, Herbert L. Levy,
Timothy C. Polacek
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Price: $94.95 Student Price: $80.71 (Save 15%) Desk/Review Copy: $0.00
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Available Materials
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:
Ownership and
transfer policy
Gifts, trusts,
life insurance and charitable giving
How to nail down
the details of incapacity planning
Intrafamily and
other business transfer techniques
Valuation issues
Planning for
employee benefits and retirement
RECOMMENDED
SUPPLEMENTAL READING: 2007 Tax Facts on Insurance &
Employee Benefits
2007 Field Guide to Estate Planning, Business Planning, & Employee
Benefits
Ultimate Trust Resource
Take It to the Next Level: Life Insurance Solutions for Estate
Planning
Note: Academic support materials are not approved for use in filing state Continuing Education courses.
Tools & Techniques publications are filed for CFP® and state Continuing Education credits. To view the full course list, as well as hours
please click on the CE Course and E Learning link above.