Guide to Financial and Estate Planning - Vol 1 - 12th Edition
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Guide to Financial and Estate Planning - Vol 1 - 12th Edition

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Volume 1 includes annual updates, law changes from 2021-2022, discussion of the recent Smaldino (gift tax) and Levine (split-dollar insurance) important cases, gifts to charity from trusts under IRC 642(c), the revised rules for insurance under IRC 7702, and the Shark-Fin CLAT. You will also find checklists, planning pointers, and questionnaires to simplify the planning process in Volume 1 which covers the following topics:

  • The art of financial planning

  • Estate and client analysis

  • The co-ownership of property

  • Lifetime gifts to

Download the Guide to Financial and Estate Planning – Volume 1

File name: fepg-volume1.pdf

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