Carolynn Tomin

Principles of Estate Planning is written specifically for students and focuses on teaching students precisely what they need to know about estate planning. Topics are broken down into subtopics and illustrated with client situations and practitioner tips to ensure understanding. This student-friendly text addresses all of the CFP® Certification Examination Principal Topics for Estate Planning.

This new First Edition, Updated for 2013, includes all of the most current estate and gift tax amounts and exemptions resulting from the American Taxpayer Relief Act of 2012. Amounts are updated throughout the book in the examples, practitioner’s pointers, client situations, end-of-chapter review questions and all learning content. This textbook allows students to work with the most current information, thus helping to gain a better understanding of how to advise clients in the real-world using real numbers. Teach your students using the most up-to-date estate planning textbook on the market.Features:
• Chapter openers outline the specific CFP Board topics covered in each chapter
• To aid student comprehension, each chapter provides learning objectives and presents an overview explaining relevance of material covered
• Client Situations are included, aiding in subject understanding
• Practitioner Tips show real-world applications or highlight specific areas in the text
• Chapter summaries and end-of-chapter questions aid student understanding and retention
• Content and organization help prepare students for the CFP® Examination, but also offer practical, expert guidance which will be used in professional practice
• Written by two CFP® professionals with extensive teaching experience