Estate planning is a vital part of a financial advisor’s livelihood. While wealth accumulation is very important, wealth transference is a complicated process and should be comprehensive in order to avoid as much tax as possible.
Book Details:
- Author: Russell J. Fishkind
- ISBN: 9780471438069
- Year Published: 2001
- Pages: 384
- BISAC: BUS050050, BUSINESS & ECONOMICS/Personal Finance / Taxation
About the Book and Topic:
Estate planning is a vital part of a financial advisor’s livelihood. While wealth accumulation is very important, wealth transference is a complicated process and should be comprehensive in order to avoid as much tax as possible.
As we launch a professional series using the J.K. Lasser brand, estate planning is an obvious subject because it is key to so many professional practices and is closely related to tax issues.
A professional resource from a trusted name, on a subject that is key to a wide range of financial and tax practices. * Written by two attorneys who specialize in estate planning and estate planning tax issues. * Comprehensive estate planning guidelines, from creating a will to designating power of attorney, to trusts and life insurance issues. * Includes up-to-date estate and inheritance tax information.
About the Author
Russell J. Fishkind is a Partner in the Personal Wealth, Estates and Trusts Department at Saul Ewing LLP, where he focuses on high net worth estate planning, business succession planning, estate administration, and probate litigation. He is also an Associate Adjunct Professor at New York University, where he teaches estate and business succession planning. Fishkind is the author of Legacy of a Lifetime, coauthor of the J.K. Lasser Pro Estate and Business Succession Planning textbook, and a contributing author to Sophisticated Estate Planning: Using Tax Laws to Your Clients’ Advantage published by the New Jersey Institute for Continuing Legal Education. He was recognized as a Super Lawyer in 2005, 2007 and 2009.