1 volume (various pagings) : illustrations ; 26 cm
ISBNs
9780808020073, 0808020072
OCLC
ocn441189602
"Chapter 13: Estate planning for retirement plans and IRAs by Gair Bennett Petrie."
Includes bibliographical references (page lix-lxi) and index.
Professional reponsibility and estate planning -- Basic transfer tax laws and estate planning strategies -- Concurrent ownership and nontestamentary transfers -- Wills and related documents -- The gift and estate tax marital deductions -- Life insurance -- Planning lifetime noncharitable gifts -- Gifts to charitable organizations -- Limiting estate size though intrafamily transactions -- Trusts -- Closely-held business interests -- Post-mortem planning -- Estate and income tax planning for retirement plans and IRAs