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Estate Planning for Individuals Research & Guidance

Find the in-depth analysis, news, practice tools, and guidance you need on estate planning for individuals from Bloomberg BNA Tax & Accounting. Bloomberg BNA offers a number of resources that provide insights on new policies and developments concerning every facet of estate planning for individuals, including estate planning for closely held business interest owners and executives, unmarried adults, disabled children and adults, authors and artists, and more. Our team of leading practitioners gives you timely updates on best practices, and our products feature working papers, client letters, source documents, practice tools, and sample forms.

Authors and Artists| Closely Held Business Interest Owners| Disabled Children and Adults| Executives| Family Entity Interest Transfers| Noncitizens| Partial Interest Property Transfers| Unmarried Adults|
Title Price Order
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This Portfolio focuses on the rules of professional conduct that govern lawyers whose practices involve tax and estate p ...
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This Portfolio gives attorneys referential material for analyzing federal immigration and expatriation law issues that a ...
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This Portfolio is designed as a guide to the lifetime and post-mortem estate planning techniques primarily applicable to ...
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This Portfolio covers income and transfer tax and nontax considerations regarding family limited partnerships and lim ...
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This Portfolio analyzes the historical and current federal estate and gift tax treatment of “estate freezing” transactio ...
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This Portfolio explains the federal taxation of property transfers made by resident non-citizens and nonresident non-cit ...
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This Portfolio describes and analyzes three types of agreements: premarital agreements, postmarital agreements, and dome ...
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This Portfolio defines and analyzes “asset protection planning” and then examines methods used in preservation planning, ...
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This Portfolio identifies estate planning issues that are unique to families whose members include disabled children and ...
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This Portfolio addresses transfers of partial interests in property under Chapter 14, and rules for transfers that quali ...
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This Portfolio analyzes tax and non-tax issues that face American adults who are either divorced, widowed, or by legal p ...
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This Portfolio addresses the unique issues involved in planning and administering estates that consist of assets created ...
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For more than 50 years, Daily Tax Report® has helped leading practitioners and policymakers keep on the cutting edge ...
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This bimonthly review gives you an ongoing perspective on todays many estate planning topics, such as marital deduction ...
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This Portfolio analyzes typical problems arising in wealth transfer planning for corporate executives.
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This Portfolio addresses tax planning for gratuitous transfers of property to a spouse who is not a U.S. citizen.
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Written by leading practitioners in the field, the Estates, Gifts and Trusts Portfolios provide everything necessary to ...