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Price on Contemporary Estate Planning (2022)

Price on Contemporary Estate Planning (2022)

Author: John R. Price
Publisher: CCH U.S.
ISBN: 9780808056645
Published In: January 2022
Format: Paperback , 1620 pages
Jurisdiction: U.S. ? Disclaimer:
Countri(es) stated herein are used as reference only

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Description
Contents
Author

Details

This edition is a mine of information and expertise packed with valuable practice tips; this is the most current and comprehensive single-volume estate planning resource available. Providing theoretical grounding and a practice-oriented approach, Price and Donaldson show how to handle the full range of estate planning problems and techniques, including:

- Client counseling

- Durable powers of attorney

- Living wills

- Private annuities

- Charitable remainder trusts

- Life insurance

- Lifetime noncharitable gifts

- Closely held business interests

- Community and marital property

- Retirement plans and IRAs

- Post-mortem planning

- Professional responsibility, and more!

Helpful practice tools include numerous real-life examples illustrating application of principles, ready-to-adapt forms, and checklists.

Chapter 1: Professional Responsibility and Estate Planning
Chapter 2 Basic Transfer Tax Laws and Estate Planning Strategies
Chapter 3: Concurrent Ownership and Nontestamentary Transfers
Chapter 4: Wills and Related Documents
Chapter 5: The Gift and Estate Tax Marital Deductions
Chapter 6: Life Insurance
Chapter 7: Planning Lifetime Noncharitable Gifts
Chapter 8: Gifts to Charitable Organizations
Chapter 9: Limiting Estate Size Through Intrafamily Transactions
Chapter 10: Trusts
Chapter 11: Closely-Held Business Interests
Chapter 12: Post-Mortem Planning
Chapter 13: Estate and Income Tax Planning for Retirement Plans and IRAs

Glossary
Table of Cases
Table of Internal Revenue Code Sections
Table of Treasury Regulations
Table of Revenue Rulings, Procedures, Notices, and Letter Rulings
Table of Miscellaneous Federal Citations
Table of Statutes
Index

After earning his LL.B. from New York University, John R. Price specialized in estate planning at McCutchen, Doyle, Brown & EnerSen in San Francisco. He joined the law faculty at the University of Washington in 1969, of which he served as Dean from 1982-1989. He is currently Of Counsel at the law firm of Perkins Coie in Seattle, Washington. He also travels extensively to lecture on estate planning matters.

He is a former Regent and Fellow of the American College of Trust and Estate Counsel, a member of the American Law Institute, and an Academician at the International Academy of Estate and Trust Law.