Written in a clear, well thought out manner using proper sentence structure. Discuss the estate tax implications of receiving death benefits in a lump sum or, alternatively, in an installment payment form with a minimum of three scholarly references including the textbook.
The Tools and Techniques of Estate Planning, 20th Edition by Stephan R. Leimberg, Esq., L. Paul Hood, Jr., and Edwin P. Morrow, (The National Underwriter Company), (2019). 978-195409680
The Tools & Techniques of Estate Planning covers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk of health issues for aging clients.
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