Written by practitioners with more than 75 years of combined planning experience, Manning on Estate Planning has been the planning tool of choice for seasoned professionals who want sound advice on how to craft flexible, individualized estate plans that help clients reach tax and non-tax goals.

Manning on Estate Planning provides a comprehensive survey of the features, advantages, drawbacks, risks, and current and future viability of every available planning vehicle. The book:

  • Provides a working knowledge of the pros, cons, and viability of QTIPs, QDOTs, QSSTs, ESBTs, straight income trusts, charitable lead trusts, grantor trusts, private annuities, credit shelter trusts, and many other strategies
  • Enables you to carefully consider all pertinent planning contexts and contingencies, including family issues, before crafting tailor-made plans for each client
  • Helps you deal effectively with IRS special valuation rules, the GST tax, the federal income tax treatment of qualified employee benefit plans, and other especially complex issues
Manning on Estate Planning provides practical guidance throughout, helping you exploit exemptions that protect lifetime transfers from gift taxes, focus on income tax responsibilities, assess each client’s planning objectives and select the right planning strategies, draft airtight planning documents, avoid the problems specific to certain planning strategies, and more.
Publication Date: November 2013
Last Updated: June 2022
ISBN: 9781402421242
Page Count: 872 pages
Number of Volumes: 1

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