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This page contains a single entry by Associate Editor - 2 published on October 9, 2012 11:51 AM.

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Industry's Three Leading Experts Release Timely Estate Planning Book

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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:
  • 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
  • Clawbacks 
You can receive this one-of-a-kind, extremely timely book immediately when you purchase it in downloadable PDF format. The PDF format allows you to easily print out relevant sections to give to clients as needed. The best part is that you can get all of this for just $39.95

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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