Article: Estate Planning.

Article: Top 10 estates planning strategies.(part 2)
The Tax Adviser;  February 1, 2001 ;     700+ words ... ... exchange for an annuity or installment note have significant estate planning benefits. * The Service has argued that there is no business ... article, in the January 2001 issue, discussed five top estate planning techniques: use of lifetime gifts, insurance trusts ...

Article: ESTATE PLANNING SEMINAR.(NEWS)(Brief Article)
The Kentucky Post (Covington, KY);  March 29, 1997 ;     290 words ... ... estates will take place April 29 at Four Seasons Country Club on Thomas More Parkway. The workshop is sponsored by the Estates Planning Council of Northern Kentucky, which is an association of attorneys, accountants and bank trust officers. The workshop ...

Article: Significant recent developments in estate planning. ...
The Tax Adviser;  November 1, 1992 ;     700+ words ... ... and appoint another would not cause the trust corpus to be includible in the daughter's or the grandchildren's gross estates. Planning hints: The IRS's position that broad discretionary powers will result in a general power of appointment when trust beneficiaries ...

Article: Estate planning proves worth the risk for CPAs. ...
Accounting Today;  September 12, 1994 ;     700+ words ...The potential gain of estate planning to a CPA's practice is worth ... further proof of expertise in the estate planning area, Brian McKenna, senior ... education if they want to make estate planning a good part of their practice ...

Article: A universe is waiting: access estate planning ...
California CPA;  May 1, 2002 ;     700+ words ... ... integral to your work as a tax and estate planning practitioner. However, accessing ... answers to your estates, trusts and estate planning questions. ASSOCIATION WEB SITES ... estate and trust issues, as well as estate planning questions, go to CaICPA's Estate ...

Article: New Book by WealthCounsel(R) Consortium of Estate ...
PR Newswire;  January 15, 2009 ;     700+ words ... ... will. While there is more to estate planning than simply creating a will ... new book WealthCounsel(R) Estate Planning Strategies: Collective Wisdom ... Techniques, a consortium of 90 estate planning attorneys have outlined essential ...

Article: Estate Planning Opportunity Seen for Banks.
American Banker;  July 10, 2003 ;     700+ words ... ... they had turned to their bank for estate planning -- a big missed opportunity, according ... there is an opportunity for banks in estate planning, but others say, in effect, that ... contribute a minuscule part of its estate planning business. Major wire houses do much ...