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Estate Planning Research & Guidance

Access Bloomberg BNA Tax & Accounting's expert-written analysis and news on estate planning. Find practical research on estate planning topics, such as annuities, fiduciary liability, power of attorney, transfers, and more. Access Bloomberg BNA Tax & Accounting's detailed analysis, practice tools, working papers, client letters, source documents, and news to see why tens of thousands of practitioners rely on Bloomberg BNA for exceptional tax and accounting guidance. Choose a category below to get started.

Asset Protection| Charitable Contributions| Community Property| Estate Planning for Businesses| Estate Planning for Individuals| Immigration and Expatriation| Life Insurance| Power of Attorney| Select Businesses| Wills|
Title Price Order
Estates, Gifts and Trusts Portfolios Library
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Written by leading practitioners in the field, the Estates, Gifts and Trusts Portfolios provide everything necessary to ...
Daily Tax Report
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For more than 50 years, Daily Tax Report® has helped leading practitioners and policymakers keep on the cutting edge ...
Estates, Gifts and Trusts Journal
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This bimonthly review gives you an ongoing perspective on todays many estate planning topics, such as marital deduction ...
Estate Planning (Portfolio 800)
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Estate Planning is designed as an authoritative and practical working tool for attorneys, accountants, and others involv ...
Community Property: General Considerations (Portfolio 802)
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This Portfolio discusses the origins, general characteristics, and federal income, gift, estate, and generation-skipping ...
Immigration and Expatriation Law for the Estate Planner (Portfolio 806)
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This Portfolio gives attorneys referential material for analyzing federal immigration and expatriation law issues that a ...
Estate Planning for Owners of Closely Held Business Interests (Portfolio 809)
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This Portfolio is designed as a guide to the lifetime and post-mortem estate planning techniques primarily applicable to ...
Family Limited Partnerships and Limited Liability Companies (Portfolio 812)
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This Portfolio covers income and transfer tax and nontax considerations regarding family limited partnerships and lim ...
Life Insurance (Portfolio 826)
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This Portfolio analyzes in detail the federal estate and gift tax treatment of life insurance policies and outlines the ...
Transfers of Interests Family Entities Under Chapter 14: Sections 2701, 2703 and 2704 (Portfolio 835)
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This Portfolio analyzes the historical and current federal estate and gift tax treatment of “estate freezing” transactio ...
Non-Citizens — Estate, Gift and Generation-Skipping Taxation (Portfolio 837)
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This Portfolio explains the federal taxation of property transfers made by resident non-citizens and nonresident non-cit ...
Estate and Gift Tax Charitable Deductions (Portfolio 839)
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This Portfolio analyzes estate tax charitable deductions to a decedent's estate by §2055 for transfers to qualifying rec ...
Transfers to Noncitizen Spouses (Portfolio 842)
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This Portfolio addresses tax planning for gratuitous transfers of property to a spouse who is not a U.S. citizen.
Durable Powers of Attorney (Portfolio 859)
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This Portfolio reviews the legal basis of durable powers of attorney and discusses many aspects of their creation and ...
Life Insurance — A Practical Guide for Evaluating Policies (Portfolio 827)
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This Portfolio covers the evaluation, selection, and purchase of life insurance and describes life insurance basics, and ...
Asset Protection Planning (Portfolio 810)
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This Portfolio defines and analyzes “asset protection planning” and then examines methods used in preservation planning, ...
Partnerships — Current and Liquidating Distributions; Death or Retirement of a Partner (Portfolio 811)
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This Portfolio deals with the federal income tax consequences that arise upon a distribution of cash or other property b ...
The Family-Owned Business Deduction — Section 2057 (Portfolio 829)
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This Portfolio discusses in detail the federal estate tax family-owned business exclusion which was enacted by the Taxpa ...
Planning for Disability (Portfolio 816)
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This Portfolio identifies estate planning issues that are unique to families whose members include disabled children and ...
Partial Interests — GRATs, GRUTs, QPRTs (Section 2702) (Portfolio 836)
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This Portfolio addresses transfers of partial interests in property under Chapter 14, and rules for transfers that quali ...
Testamentary Capacity and Validity of Wills (Portfolio 824)
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This Portfolio addresses the requirements for the execution of a valid will, a critical element in the implementation of ...
Estate Planning for the Unmarried Adult (Portfolio 813)
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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 ...
Insurance-Related Compensation (Portfolio 828)
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Insurance-Related Compensation discusses how to use life insurance to provide compensation and benefits for employees. ...
Estate Planning for Authors and Artists (Portfolio 815)
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This Portfolio addresses the unique issues involved in planning and administering estates that consist of assets created ...
Estate Planning for the Corporate Executive (Portfolio 808)
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This Portfolio analyzes typical problems arising in wealth transfer planning for corporate executives.
Charitable Contributions: Income Tax Aspects (Portfolio 863)
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Charitable Contributions: Income Tax Aspects discusses the income tax deduction for charitable contributions by individu ...
Conflicts, Confidentiality, and Other Ethical Considerations in Estate Planning (Portfolio 801)
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This Portfolio focuses on the rules of professional conduct that govern lawyers whose practices involve tax and estate p ...
Marital Agreements (Portfolio 849)
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This Portfolio describes and analyzes three types of agreements: premarital agreements, postmarital agreements, and dome ...
The Mobile Client: Tax, Community Property, and Other Considerations (Portfolio 803)
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This Portfolio covers aspects of tax law that impact a client who changes domicile, and discusses documents a migrant cl ...
Personal Life Insurance Trusts (Portfolio 807)
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This Portfolio describes the income, estate, and gift tax consequences of establishing a revocable or irrevocable life i ...