Estate & Retirement Planning Answer Book, 2006 Edition [Paperback]

William D. Mitchell (Author)

Out of Print--Limited Availability.

Book Description

Publication Date: September 27, 2005

Estate and Retirement Planning Answer Book (2006 Edition) provides quick and authoritative answers to help the estate planning professional decide how to integrate the receipt of retirement plan distributions with clients' estate plans, how to choose and design the type of retirement plan that best suits the client's needs, and how to comply with the growing number of federal requirements and tax rules that apply to these plans. Discussion includes such topics as the final minimum distribution rules for individual retirement accounts, qualified plan distributions, usage of insurance as a qualified plan asset, and changes in the law to reflect the latest legislation. In addition, coverage includes numerous examples that illustrate specific applications and situations as well as practice pointers that highlight recent interpretations of IRS regulations and provide cautions concerning common pitfalls. Highlights of 2006 Edition include: · An expanded discussion of the effects of divorce on the division of pension plan assets.
· An expanded discussion of gift splitting.
· New questions taking into account the new Section 401(k) plan regulations.
· Information regarding the latest Department of Labor guidance on the location of missing plan participants.
· Discussion of new Code Section 409A and its effect on non-qualified deferred compensation plans.
· Expanded discussion of living wills and medical durable powers of attorney.
· An appendix listing by name the major laws effecting employee benefits and their bill numbers.

#outer_postBodyPS { display: none; } #psGradient { display: none; } #psPlaceHolder { display: none; } #psExpand { display: none; } Estate and Retirement Planning Answer Book (2006 Edition) provides quick and authoritative answers to help the estate planning professional decide how to integrate the receipt of retirement plan distributions with clients' estate plans, how to choose and design the type of retirement plan that best suits the client's needs, and how to comply with the growing number of federal requirements and tax rules that apply to these plans. Discussion includes such topics as the final minimum distribution rules for individual retirement accounts, qualified plan distributions, usage of insurance as a qualified plan asset, and changes in the law to reflect the latest legislation. In addition, coverage includes numerous examples that illustrate specific applications and situations as well as practice pointers that highlight recent interpretations of IRS regulations and provide cautions concerning common pitfalls. Highlights of 2006 Edition include: · An expanded discussion of the effects of divorce on the division of pension plan assets.
· An expanded discussion of gift splitting.
· New questions taking into account the new Section 401(k) plan regulations.
· Information regarding the latest Department of Labor guidance on the location of missing plan participants.
· Discussion of new Code Section 409A and its effect on non-qualified deferred compensation plans.
· Expanded discussion of living wills and medical durable powers of attorney.
· An appendix listing by name the major laws effecting employee benefits and their bill numbers.

Editorial Reviews

About the Author

William D. Mitchell of Mitchell Law Group, is a frequent lecturer on employment law, employee benefits, and estate planning. A co-author of several books and articles, Mr. Mitchell received a B.A. in Economics from the University of Washington, an M.A. in Economics from the University of California at Berkeley, a J.D. from the University of California at Berkeley, and an M.A. in Taxation from Georgetowm University. Mr. Mitchell is an adjunct professor at the University of South Florida, has been listed in Who's Who in America, and has an "av" rating from Martindale-Hubbell. He has been designated as a Leading Florida Attorney and is the author of The Estate and Retirement Planning Answer Book and the co-author of Employee Fringe and Welfare Benefit Plans. He has practiced in Tampa for 20 years. Mitchell Law Group, P.A. has been in business for 10 years. For three years, Mr. Mitchell was a staff attorney assigned to litigate major antitrust cases for the Federal Trade Commission in Washington, D.C. He is a Florida Supreme Court Certified Mediator and is certified to mediate in federal court.

Product Details

Paperback: 1440 pages
Publisher: CCH (September 27, 2005)
ISBN-10: 080808934X
ISBN-13: 978-0808089346
Product Dimensions: 10 x 6.9 x 1.9 inches
Shipping Weight: 3.4 pounds
Amazon Best Sellers Rank: #7,918,199 in Books (See Top 100 in Books)

Would you like to update product info or give feedback on images?

Customer Reviews

There are no customer reviews yet.

Create your own review

Video reviews

Amazon now allows customers to upload product video reviews. Use a webcam or video camera to record and upload reviews to Amazon.

Inside This Book (learn more)

First Sentence:
This book takes as its subject the accumulation and preservation of wealth, activities that are usually of special interest to both the executives of large corporations and the owners of small businesses. Read the first page

Key Phrases - Capitalized Phrases (CAPs): (learn more)
United States, Practice Pointer, Tax Court, Internal Revenue Code, Regulations Section, Social Security, Secretary of Labor, Secretary of the Treasury, Minors Act, Employee Retirement Income Security Act, Uniform Lifetime Table, Claims Court, Revenue Act, Uniform Transfers, Central States, Hewitt Associates, Pension Benefit Guaranty Corporation, Taft-Hartley Act, District of Columbia, Enron Corp, New York, Southwest Areas Pension Fund, Bankruptcy Code, Continental Group, Labor Reg

New!
Concordance | Text Stats

Citations (learn more)

This book cites 3 books:

Smith Barney by Vault Reports on page 13, and page 21
Age Discrimination (Seminar Course Handbooks) by Law in Back Matter
The Department of Labor by Jonathan Philip Grossman on page 63

Tag this product

(What's this?)

Think of a tag as a keyword or label you consider is strongly related to this product.
Tags will help all customers organize and find favorite items.

Sell a Digital Version of This Book in the Kindle Store

If you are a publisher or author and hold the digital rights to a book, you can sell a digital version of it in our Kindle Store. Learn more

.jsOffDisplayBlock { display: block; } .jsOffDisplayInline { display: inline; } .jsOffVisibility { visibility: visible; } .jsOnDisplayBlock { display: none; } .jsOnDisplayNoneBlock { display: block; } .jsOnDisplayNoneInline { display: inline; } .jsOnDisplayInline { display: none; } .jsOnVisibility { visibility: hidden; } .jqOnDisplayBlock { display: none; } .jqOnDisplayInline { display: none; } .jqOnVisibility { visibility: hidden; } .jqOnDisplayNoneBlock { display: block; } .jqOnDisplayNoneInline { display: inline; }