Estate Planning and Taxation in Colorado is both an overview of estate planning under Colorado and federal law for the practitioner who is new to or inexperienced in the estate planning area, and a detailed reference guide for the more experienced practitioner looking for guidance and citations to source documents.

The book surveys Colorado law on intestacy and wills and discusses planning for disability, an area often overlooked by clients. Other topics include the various approaches to estate planning and the professional responsibilities of the practitioner (which are not often considered in other publications), estate planning techniques for traditional and nontraditional families, and estate tax avoidance and minimization techniques employed by seasoned practitioners.

Estate Planning and Taxation in Colorado contains numerous Practice Pointers and examples, as well as precise citations for the practitioner who wishes to view the source documents. It is designed to be a reference, to be kept within reach for the busy practitioner.

The book contains an extensive discussion of gift, estate, and generation skipping taxation in an easy-to-understand format, with many examples to clarify the tax principles discussed. Citations are to the specific provisions of the Internal Revenue Code, regulations, revenue rulings, private letter rulings, and cases, which allows practitioners to view the source material and compare it to their specific client fact patterns.

The companion CD contains the text of the book in searchable PDF format, plus the forms in word processing format.

Don't need the whole book? Select the chapters you want from the table of contents tab. Download individual PDF chapters for only $25.00 each.

Automatic Supplementation is included with the purchase of this book. Future updates will be shipped automatically at the subscriber price, plus shipping and handling and applicable sales tax, as soon as they are available. Please call customer service at 303-292-2590 if you DO NOT wish to keep your book up-to-date by enrolling in Automatic Supplementation.

SUMMARY OF CONTENTS

Select and download individual chapters for only $25.00 each.

Ch 1: Philosophical Overview of Estate Planning

Ch 2: Professional Responsibilities of the Estate Planner

Ch 3: Intestacy in Colorado—The Default Will

Ch 4: Gathering Information

Ch 5: The Federal Gift Tax

Ch 6: The Generation Skipping Transfer Tax Definitions

Ch 7: The Federal Estate Tax

Ch 8: The Gross Estate

Ch 9: Calculating and Paying the Estate Tax

Ch 10: Ch 10: Income Taxation of Trusts and Estates

Ch 11: Estate Tax Planning Techniques

Ch 12: Client Education and Counseling

Ch 13: Planning for the Life of the Client

Ch 14: Non-Traditional Estate Planning Considerations

Ch 15: Common Estate Planning Tools

Ch 16: Wills

Peter B. Scott, J.D., LL.M. (tax), CFP® practices in the areas of estate planning, business planning, business succession planning, and tax planning with the Bendelow Law Firm of Denver, Loveland, and Winter Park, Colorado. In his practice, Peter helps business owners, individuals, and families capture the purpose, meaning, and significance of their lives through a unique process of counseling and planning.

Peter is a nationally known speaker and instructor, regularly conducting classes for accountants, attorneys, trust officers, and insurance and financial professionals. He is an adjunct professor at the Academy of Multidisciplinary Practice, an instructor at Metropolitan State College of Denver, a senior faculty member of the Estate and Wealth Strategies Institute at Michigan State University, and an instructor in the Wealth Management Certification program of the Investment Management Consultants Association. Peter is a contributing author to two books: Love, Money, Control: Reinventing Estate Planning and Your Legacy: Meaningful Estate Planning.

Karen L. Brady, J.D., practices in the areas of estate planning, business planning, business succession planning, and business growth counseling as the principal attorney of Karen Brady & Associates, P.C. in Arvada, Colorado. Karen’s focus on her clients’ individual goals, hopes, and concerns allows her to assist clients in creating a unique and substantial legacy.

Karen is a frequent guest lecturer for various organizations, including the Mi Casa Resource Center for Women, the CFP Board, the Financial Planning Association, and the Society of Enrolled Agents. She is also the author of Powers of Attorney in Colorado, and she is a contributing author to the publications of the Society of Senior Advisors and Your Legacy: Meaningful Estate Planning.

Format: 7x10" Hardcover with CD
Copyright: 2007
Pages: 320
ISBN: 978-1-932779-53-0
Publisher: Bradford Publishing Co.