Now link to lexis.com! This eBook includes hyperlinks to cases and supplemental resources at lexis.com.

The only work to fully integrate estate, gift and income taxation into a unified transactional approach to estate and financial planning. All key estate planning topics are covered, including issues that may arise after 2009 (pursuant to the Economic Growth and Tax Relief Reconciliation Act of 2001). Coverage includes:

Estate and gift taxation/general principles

Transfers and interests subject to estate and gift taxation

Estate and gift tax deductions, exclusions and credits

Generation-skipping transfer taxation

Special valuation provisions

Basic principles of income taxation of trusts and estates

Income taxation of non-grantor trusts and estates

Income taxation planning issues

Grantor trusts

Future estate planning issues

Client focused planning

Valuation techniques and drafting considerations

Forms and clauses, tax returns, state taxation

Practice and procedure

5 volumes.

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