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Martin M. Shenkman

Estate Planning After the 2001 Tax Act: Guiding Your Clients Through the Changes (Bloomberg Professional Library)

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ISBN: 1576601218, 9781576601211
Издательство: Bloomberg Press
Год издания: 2002
Страниц: 336
Relief for professionals from the Tax Relief Act! It has become extremely challenging for financial advisers and their clients to plan for the future in light of the complex and changing rules introduced with the momentous 2001 Tax Act. Yet it is more important than ever for financial advisers to position themselves to help clients protect their assets from taxation as these pervasive?and confusing?changes go into effect (and out of effect!) over the course of the decade ahead. This book provides the needed road map. The author, noted educator and lawyer Martin Shenkman, covers all of the issues that financial planners, accountants, attorneys, and other professionals need to know concerning the many new estate-planning-related changes in the tax code. With specific recommendations for every major client type and planning technique, this book offers a sound rationale for revising?or initiating?long-term estate planning strategies in light of the new law and related...