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Estate and Business Succession Planning: A Legal Guide to Wealth Transfer

ISBN: 978-0-471-43806-9
384 pages
June 2001
Estate and Business Succession Planning: A Legal Guide to Wealth Transfer (0471438065) cover image


Written by two attorneys who specialize in estate planning, this book clarifies all the issues involved in planning an estate and transferring wealth. It offers comprehensive estate planning guidelines, including creating a will, designating power of attorney, trusts, and life insurance, and includes up-to-date estate and inheritance tax information.
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Table of Contents



The Heart of the Estate Plan.

Your Last Will and Testament.

Power of Attorney.

Advance Directive for Health Care—Your Living Will.

Utilization of the Exemption Equivalent and Annual Exclusion.

Spousal Planning.

Irrevocable Life Insurance Trusts.

Generation Skipping Transfer Tax.

Transferring Wealth to Minors.

Integrating Retirement Planning with Estate Planning.

Charitable Planning.

Supplemental Needs Trust.

Qualified Personal Residence Trust.

Integrating the Titling of Assets with the Intent of the Estate Plan.

Business Succession Planning.

Start with a Business Valuation.

Buy-Sell Agreements.

Funding Buy-Sell Agreements.

Transference of Business Interests.

Family-Owned Business Exclusion.

Family Limited Partnerships.

Grantor Retained Annuity Trusts and Grantor Retained Unitrusts.

Intentionally Defective Grantor Trusts.

Split Dollar Life Insurance.

Self-Canceling Installment Notes and Private Annuities.


Appendix A.

Appendix B.


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