Field Guide to Estate Planning, Business Planning & Employee Benefits 2004

Front Cover
National Underwriter Company, 2004 - Business & Economics - 588 pages

What people are saying - Write a review

We haven't found any reviews in the usual places.

Contents

Table of Contents
5
Human Life Value
14
Taxflation
22
Exemption Trust Will
28
Revocable Living Trust
34
GenerationSkipping Transfers
42
Installment Sale Private Annuity
48
Giving The Tax Advantages
56
Planning Pointers
209
Salary Allotment
218
Restrictive Bonus Plan 226
224
SplitDollar Funding Cross Purchase
234
Survivor Income
242
Disability The Living Death
250
Medical Expense Reimbursement Arrangements
258
TaxFavored Retirement Plans
266

Charitable Remainder Trust
64
Intentionally Defective Trust
72
Tables
75
Life Insurance Products
80
References
88
Typical Estate Debts Costs and Taxes
94
Inflation Adjuster
99
College Costs Projected
106
Intestates Will
112
Table Of Contents
121
Planning Pointers
123
Business Valuation
132
Cross Purchase Agreement
140
Key Person BuyOut Agreement
152
Reverse Section 303
160
Reverse Key Person Insurance
168
Recapitalization
176
References
182
Odds of Death Before Age 65
189
Interest Rates
195
BuySell Agreements Help Fix The Value
203
EMPLOYEE BENEFITS
208
403b Plans
274
Plans
282
Deferred Annuity
290
Employee Benefit Checklist
302
Comparison SplitDollar Deferred Compensation
308
Which IRA Roth or Traditional?
314
APPENDIX
334
Terms Concepts
355
College Education Funding
374
Constructive Receipt
380
Critical Illness Insurance
386
Defined Benefit Pension Plan
392
Divorce And Life Insurance
398
Enhanced Dollars
404
ERISA
411
Fair Market Value
417
Golden Parachute Rules
423
Incentive Trust
430
Forms
523
Index
551
Copyright

Bibliographic information