Thomson Tax & Accounting Education Series
ESTATE PLANNING
Tax Planning for Family
Wealth Transfers
w/current supp included
Third Edition
Edited by Howard
M. Zaritsky
Updated 3x/year.
ISBN: 0-7913-4634-x
Product Code: TPF2R |
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Tax Planning for Family Wealth Transfers, Third Edition examines
the many techniques for reducing a family’s total tax liability and
preserving its total wealth over time. Discussions include: saving for a
child’s education, caring for elderly parents with pre-tax dollars,
transferring the growth of a business to children without surrendering control,
gift-giving without consequences, and handling highly appreciated stocks
and bonds.
Table of Contents
Chapter 1: An Intrafamily Transfer Program
Chapter 2: Outright Transfers, Transfers by Representatives, and Transfers
of Concurrent Ownership Interests
Chapter 3: Transfers With Retained Interests
Chapter 4: Gifts to Minors
Chapter 5: Transfers Split With Charities
Chapter 6: Transfers Split With Spouse
Chapter 7: Transfers to Persons With Special Circumstances
Chapter 8: Transfers by Persons With Special Problems
Chapter 9: Transfers of Interests in Family Corporations
Chapter 10: Transfers of Interests in Family Partnerships and Limited Liability
Companies
Chapter 11: Transfers of Special Assets
Chapter 12: Making Large Transfers With Reduced Gift Taxe
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