Your browser is not supported by this site. Please update to the latest version, or use a different browser for the best experience.
Estate Planning Law and Taxation

Estate Planning Law and Taxation

Product Information

Format

Price

Quantity

Book
Main volume(s), which includes latest update; future updates sold separately.
Product Code:
EPTP-SK
$435.00
Online
One-year subscription, includes all updates.
Product Code:
WEPLT
$630.00

This practical, hands-on guide focuses on the tax consequences of estate planning decisions. Look to this Fourth Edition of Estate Planning Law & Taxation for direction on prudent income, gift, estate, and generation-skipping tax management.

Build a comprehensive and thorough estate plan by weighing tax pros and cons of each planning decision. Get detailed guidance on separation agreements, premarital agreements, arrangements for disabilities of clients and beneficiaries, generation-skipping transfer tax, and more.

  • Estate Planning Law and Taxation - Westfall & Mair
    • Part I GENERAL CONSIDERATIONS
      • Chapter 1: State Law and Federal and State Taxes in Estate Planning
      • Chapter 2: Basis and Valuation of Property
    • Part II SPECIALLY TREATED PROPERTY
      • Chapter 3: Jointly Owned Property
      • Chapter 4: Community Property and Other Marital Interests
      • Chapter 5: Life Insurance
      • Chapter 6: Qualified Retirement Plans, Individual Retirement Arrangements, and Other Employee Benefits
      • Chapter 7: Business Interests
    • Part III LIFETIME ARRANGEMENTS
      • Chapter 8: Using Lifetime Transfers to Save Estate Taxes
      • Chapter 9: Gifts
      • Chapter 10: Sales, Loans, and Other Lifetime Arrangements
      • Chapter 11: Premarital Agreements
      • Chapter 12: Separation Agreements and Alternative Arrangements in Estate Planning
      • Chapter 13: Planning for Incapacity and Financing Long-Term Care
    • Part IV ARRANGEMENTS EFFECTIVE UPON DEATH
      • Chapter 14: Wills, Probate Estates, and Other Arrangements Effective Upon Death
      • Chapter 15: Arrangements to Save Estate Taxes
      • Chapter 16: The Marital Deduction
    • Part V TRUSTS AND BENEFICIARIES
      • Chapter 17: Noncharitable Trusts: Income Tax Aspects for Grantors, Beneficiaries, and Power Holders
      • Chapter 18: Powers of Appointment: Estate and Gift Tax Aspects
      • Chapter 19: Split-Interest Trusts and Other Charitable Arrangements
      • Chapter 20: The Generation-Skipping Transfer Tax
    • Appendix 0. Sample Forms
    • Appendix 0. Sample Forms