The Resource Estate planning, William P. Streng

Estate planning, William P. Streng

Label
Estate planning
Title
Estate planning
Statement of responsibility
William P. Streng
Creator
Contributor
Subject
Language
eng
Summary
" ... is designed as an authoritative and practical working tool for attorneys, accountants, and others involved in estate planning practice. The basic estate, gift, and trust planning concepts are presented in a descriptive and conveniently accessible form. The topics treated include: the development by the advisor of an estate planning strategy for the client; fundamentals of the federal transfer tax system and related federal income tax rules; lifetime donative asset transfers; gratuitous property transfers at death; generation-skipping transfers; special property transfer planning considerations (e.g., community property, life insurance, charitable transfers, closely held corporations); and post-mortem planning. Other Portfolios in the Tax Management Estates, Gifts, and Trusts series provide detailed coverage of the various specific planning topics surveyed in this Portfolio. These Portfolios are identified at appropriate locations in the text of this Portfolio."
Member of
Cataloging source
BNA
Characteristic
updating web site
http://library.link/vocab/creatorName
Streng, William P
Entry convention
integrated entry
LC call number
KF6289.A1
LC item number
T35 no. 800-3rd (INTERNET)
Nature of contents
  • dictionaries
  • standards specifications
Regularity
complete irregular
http://library.link/vocab/relatedWorkOrContributorName
Tax Management Inc
Series statement
Estates, gifts, and trusts portfolios
Series volume
800-3rd
http://library.link/vocab/subjectName
  • Inheritance and transfer tax
  • Gifts
  • Estate planning
Label
Estate planning, William P. Streng
Instantiates
Publication
Note
  • Formerly published in Washington, D.C., 2006-2007
  • Title from title screen (viewed Nov. 5, 2013)
Bibliography note
Includes bibliographical references
Carrier category
online resource
Carrier category code
  • cr
Carrier MARC source
rdacarrier
Color
mixed
Content category
text
Content type code
  • txt
Content type MARC source
rdacontent
Contents
Detailed Analysis -- Introduction -- Inventory of the client's assets and objectives -- Preliminary estate planning considerations -- The basic federal transfer tax and income tax structure -- Fundamental testamentary planning -- Lifetime asset transfers -- Intrafamily transfer alternatives to gifts -- Generation-skipping transfers -- Special nonprobate planning situations -- Special business planning situations -- Special executive compensation/deferred benefits estate planning -- Post-mortem estate planning -- Estate planner-client relationship -- Working papers
Dimensions
unknown
Form of item
online
Media category
computer
Media MARC source
rdamedia
Media type code
  • c
Publication frequency
Updated irregularly
Specific material designation
remote
System control number
(OCoLC)60404893
System details
Mode of access: World Wide Web
Label
Estate planning, William P. Streng
Publication
Note
  • Formerly published in Washington, D.C., 2006-2007
  • Title from title screen (viewed Nov. 5, 2013)
Bibliography note
Includes bibliographical references
Carrier category
online resource
Carrier category code
  • cr
Carrier MARC source
rdacarrier
Color
mixed
Content category
text
Content type code
  • txt
Content type MARC source
rdacontent
Contents
Detailed Analysis -- Introduction -- Inventory of the client's assets and objectives -- Preliminary estate planning considerations -- The basic federal transfer tax and income tax structure -- Fundamental testamentary planning -- Lifetime asset transfers -- Intrafamily transfer alternatives to gifts -- Generation-skipping transfers -- Special nonprobate planning situations -- Special business planning situations -- Special executive compensation/deferred benefits estate planning -- Post-mortem estate planning -- Estate planner-client relationship -- Working papers
Dimensions
unknown
Form of item
online
Media category
computer
Media MARC source
rdamedia
Media type code
  • c
Publication frequency
Updated irregularly
Specific material designation
remote
System control number
(OCoLC)60404893
System details
Mode of access: World Wide Web

Library Locations

    • Biddle Law LibraryBorrow it
      3400 Chestnut Street, Philadelphia, Pennsylvania, 19104, US
      39.954941 -75.193362
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