Product
Principles of Estate Planning, 4th Edition
This publication covers all aspects of estate planning, from basic principles of property transfers to complex financial techniques that can be used to deal with a wide variety of client circumstances. Students will gain an understanding of the concepts that are critical for achieving important professional designations as well building a successful practice with real-world examples of common estate planning problems.
This publication covers all aspects of estate planning, from basic principles of property transfers to complex financial techniques that can be used to deal with a wide variety of client circumstances. Students will gain an understanding of the concepts that are critical for achieving important professional designations as well building a successful practice with real-world examples of common estate planning problems.
Topics
- Introduction to Estate Planning
- Property Types
- Types of Trusts
- Tax Planning
- Planning for Incapacity
- Insurance Planning
- Retirement Planning
- Business Succession Planning