- Irrevocable Life Insurance Trusts
- Grantor Retained Annuity Trusts
- Valuation Discounts
- Sales to Intentionally Defective Grantor Trusts
- Qualified Personal Residence Trusts
- Domestic Asset Protection Trusts
- Last Minute Income Tax Planning
Industry's Three Leading Experts Release Timely Estate Planning Book
by Martin M. Shenkman, Jonathan Blattmachr, and Robert S. Keebler
The remainder of 2012 may be the most important time in the history of estate planning as significant, adverse tax changes are looming on the horizon for 2013.
Leading tax and estate planning experts, Martin Shenkman, J.D., CPA, MBA, Jonathan Blattmachr, J.D.,and Robert S. Keebler, CPA, MST, AEP (Distinguished), have come together for the very first time to co-author the single most authoritative practical guide to crucial, last-minute planning for 2012: 2012 Estate Planning Steps to Take Right Now.
These experts share their practical planning checklists, sample legal document provisions and even marketing letters for promotional purposes.
This unique book has the technical language to assist professionals in understanding the key planning choices and how to avoid traps involved with each. Yet it can also be utilized by the sophisticated client who wants to better understand complex planning or who needs motivation to move forward with his/her estate plan.
The book covers an expansive amount of topics, including:
In addition, you will receive four special bonuses if you purchase the book by Friday, October 19th.
For more information and to order your copy go here.
Posted by Allaya Lloyd, Associate Editor, Wealth Strategies Journal.
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