Advanced Estate Planning: with forms

By Mr. Nicholas A Paleveda Esq.

Advanced Estate Planning is designed for estates over 5 million dollars and specialized situations. The book covers recent devlopments in case law concerning family limited partnerships, QDOT, QTIP, IDGT, ILIT and other tools a tax planner uses to mitigate estate taxes including the Wandry adjustment clause. Charitable Remainder and Lead Trust are also included as well as sample forms. Case law shows the disaster in Turner and the Miracle in Keller. This book is designed for the serious student or practitioner in the large estate arena or anyone interested in the secrets of estate planning.

• Format: Paperback
• Language: English
• ISBN: 1482345781
• ISBN13: 9781482345780
• Release Date: February 2013
• Publisher: CreateSpace Independent Publishing Platform
• Length: 504 Pages
• Weight: 3.14 lbs.
• Dimensions: 11.0" x 1.1" x 8.5"