Casemaker Libra

  • Estate Planning

This book is only available through the purchase of the Estate Planning practice area.

Estate Planning for the Small to Medium-Sized Estate

Publication Year: April 27, 2010   Publication Type: Coursebook

Table of Contents:

 Co-Chairs and Faculty
 Summary of Contents
 Program Schedule
 Faculty Biographies
 Chapter One- Tools of the Trade- Lifting the Lid on the Estate Planner's Toolbox
 Chapter Two- the Retirement Plan Versus the Estate Plan coordination
 Chapter Three- Tax-driven Planning for the Medium-sized Estate
 Chapter Four- Estate Planning for the Nontraditional Family
 Chapter Five- Medicaid Eligibility for Long-term Care Coverage
 Chapter Six- Recent Disciplinary Matters Related to Estates Practice