1988 - present

Estate and Personal Financial Planning

Edward F. Koren

Estate and Personal Financial Planning is a five-volume treatise that covers planning concepts for asset accumulation and transfer throughout life and through inheritance. The treatise includes forms for various transactions and the creation of trusts and wills and takes into consideration the laws involving securities, corporations, partnerships, proprietorships, real estate, patents, trusts, income, gift and estate taxes, personal property, and oil and gas, as well as laws affecting disability and marital rights.


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