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. 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.
Don't need the whole book? Click on the links below to download individual PDF 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 Ch. 7: The Federal Estate Tax Ch. 8: The Gross Estate Ch. 9: Calculating and Paying the Estate Tax 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
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