Estate & Retirement Planning Answer Book (2020)

U.S.

Estate & Retirement Planning Answer Book (2020)

By William D. Mitchell Esq.
CCH U.S. August 2020

Specifications

ISBN-13
9780808052500
Publisher
CCH U.S.
Publication
August 2020
Format
Paperback , 1300 pages
Jurisdiction
U.S. ? Countri(es) for reference only

Details

Estate and Retirement Planning Answer Book (2020 Edition) provides expanded coverage of financial and estate planning strategies for implementing individualized solutions for the special problems associated with retaining accumulated wealth for retirement and estate planning purposes. With its comprehensive two-part approach to the complex issues that link retirement planning and estate planning, Estate and Retirement Planning Answer Book (2020 Edition), includes coverage of such topics as updated distribution and limitation amounts for individual retirement accounts and qualified plan distributions, updated exclusion amounts and income tax rates, capital gains and Roth accounts and changes in the law to reflect the latest legislation.

Replete with scores of examples that illustrate and analyze estate planning strategies and their effects, Estate and Retirement Planning Answer Book, 2020 Edition, brings insight and expertise to the realm of estate and retirement planning by focusing on the tax-free transfer of wealth and by providing an insider's view of the various retirement benefits available to the corporate executive under both qualified and non-qualified retirement plans.

Table of Contents

Chapter 1 The Accumulation and Preservation of Wealth
Chapter 2 Wills, Revocable Trusts, and Other Alternatives
Chapter 3 Overview of Tax Principles
Chapter 4 The Marital Deduction
Chapter 5 Bypass Trusts
Chapter 6 Gifts
Chapter 7 Life Insurance
Chapter 8 Annuities
Chapter 9 Valuation of Business Interests and Other Property
Chapter 10 Charitable Contributions
Chapter 11 Funding for Liquidity
Chapter 12 Using Trusts with Grantor Retained Interests in Estate Planning
Chapter 13 Asset Protection
Chapter 14 Benefits and Domestic Relations
Chapter 15 Post-Death Estate Planning
Chapter 16 Benefit Plans
Chapter 17 Tax-Qualified Retirement Plans
Chapter 18 Employee Stock Ownership Plans
Chapter 19 Nonquaified Retirement Plans
Chapter 20 Personal Investing
Chapter 21 Business Transfers
Chapter 22 Individual Retirement Accounts and Simplified Employee Pensions
Chapter 23 Tax-Qualified Plan Distributions
Chapter 24 Distributions From Nonqualified Plans
Chapter 25 Protection of Retirement Income
Chapter 26 Incapacity and Other Retirement Issues
Chapter 27 Estate Planning for Qualified Retirement Plan Benefits and IRAs
Chapter 28 Estate Planning for Nonqualified Retirement Plans
Chapter 29 IRA Distributions
Chapter 30 Audits, Administrative Proceedings, and Tax Court Litigation
Chapter 31 Family Limited Partnerships
Appendix A Treasury Regulations Section 1.401(a)(9)-9 Life Expectancy and Distribution Period Tables
Appendix B Act/Public Law Number
Index

About the Author

William D. Mitchell of Mitchell Law Group, is a frequent lecturer on employment law, employee benefits, and estate planning.

A co-author of several books and articles, Mr. Mitchell received a B.A. in Economics from the University of Washington, an M.A. in Economics from the University of California at Berkeley, a J.D. from the University of California at Berkeley, and an M.A. in Taxation from Georgetowm University. Mr. Mitchell is an adjunct professor at the University of South Florida, has been listed in Who's Who in America, and has an "av" rating from Martindale-Hubbell.

He has been designated as a Leading Florida Attorney and is the author ofThe Estate and Retirement Planning Answer Book and the co-author ofEmployee Fringe and Welfare Benefit Plans.

He has practiced in Tampa for 20 years. Mitchell Law Group, P.A. has been in business for 10 years. For three years, Mr. Mitchell was a staff attorney assigned to litigate major antitrust cases for the Federal Trade Commission in Washington, D.C. He is a Florida Supreme Court Certified Mediator and is certified to mediate in federal court.

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