Estate Planning Evening Series (E-Book)

Description

E-Book created from the MSBA Estate Planning Evening Series held on August and September 2021.

Materials include the following topics:

  • Overview of Estate Planning
  • Tax Issues
  • Tax Planning for Retirement Benefits
  • The Use of Trusts in Estate Planning and Related Considerations
  • Planning Approaches to Will and Trust Drafting
  • Gift Planning and Business Valuation

 

 

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Estate Planning Evening Series (E-Book)