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Financial Planner's Guide to Estate Planning by Paul I. Lochray (1991, HC, GOOD)

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Item specifics

Condition
Good: A book that has been read but is in good condition. Very minimal damage to the cover including ...
Features
3rd Edition, Dust Jacket
ISBN
9780133185027

About this product

Product Identifiers

Publisher
Financial Times/Prentice Hall
ISBN-10
0133185028
ISBN-13
9780133185027
eBay Product ID (ePID)
44975

Product Key Features

Number of Pages
364 Pages
Publication Name
Financial Planner's Guide to Estate Planning
Language
English
Subject
Property, Personal Finance / General, Investments & Securities / General
Publication Year
1991
Type
Textbook
Subject Area
Law, Business & Economics
Author
Paul I. Lochray
Format
Hardcover

Dimensions

Item Height
0.9 in
Item Weight
21.9 Oz
Item Length
9.3 in
Item Width
6.3 in

Additional Product Features

Edition Number
3
Intended Audience
College Audience
LCCN
91-003537
Table Of Content
1. Client Counseling, Estate Analysis, and the Estate Planning Process. 2. Wills, Intestacy, and the Probate Process. 3. Fundamentals of Trusts and Their Uses in Estate Planning. 4. Forms of Property Ownership and Their Uses in Estate Planning. 5. Community Property: Estate Planning Concepts. 6. Powers of Appointment, the Marital Deduction, and Marital and Nonmarital Trusts in Estate Planning. 7. Charitable Gifting Strategies. 8. Postmodern Planning Techniques. 9. Will Substitutes. 10. Estate Planning for the Family of a Developmentally Disable Person. 11. Estate Planning for the Family of the Developmentally Disabled Person: A Case Study Approach. Appendix A. Appendis B. Index.
Synopsis
For financial planners who need to effectively manage estate planning for their clients, Lochray provides the updated information necessary for the formation and monitoring of an estate plan. Includes federal unified transfer tax rates and tables, and a glossary of terms. Annotation copyright Book N, For those financial planners who need to effectively manage the estate planning challenge for their clients. Enormous changes in the laws affecting the viability of estate planning have recently been enacted. And to help financial planners meet the challenge, author Paul J. Lochray presents this completely revised and updated third edition.
LC Classification Number
KF750.L6 1992

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