Sample 2014 Technical Case Study Content

2014 Content Changes overview on case studies / technical

Perspectives In Estate Planning Today

The Planning World has Changed

Income Tax Planning has Supplanted Gift Estate Tax Planning

New Financial and Estate Planning Focus Worksheet

The Math of Portability & Beyond DSUE

Hit and Run: Net Gifts, SCINs, Sales to Grantor Trusts and Domestic Asset Protection Trusts

On the Horizon of Estate and Financial Planning

ATRA – The Assaults on Trusts and Ways to Help Protect Families

ATRA – Induced Planning Opportunities

2014 Tax Planning Opportunities

The Future in Income, Business and Wealth Planning – Flexibility

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