Continuing Professional Education for Accounting, Estate, Tax, Financial, Legal & Retirement Professionals.

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Estate Planning Essentials
"Case Study Federal 706 & Mass. 706"  
by

Todd Lutsky, Esq., LL.M and Leo J. Cushing, Esq., LL.M, CPA


  • Filing Release of Liens, General Information & Elections
  • Real Estate - Schedule A
  • Stocks & Bonds - Schedule B
  • Mortgages, Notes & Cash - Schedule C
  • Life Insurance - Schedule D
  • Joint Property - Schedule E
  • Other Miscellaneous Property - Schedule F
  • Lifetime Transfers - Schedule G
  • Powers of Appointment - Schedule H
  • Pensions & Annuities - Schedule I
  • Deductions: Admin. Expenses, Debts & Losses - Schedules J, K, L
  • Bequests to Surviving Spouse - Schedule M
  • Charitable Deductions - Schedule O
  • Generation Skipping Transfers - Schedule R
  • Credits for Taxes on Prior Transfers, etc. - Schedules P & G
  • Hypothetical Problem & Federal & State Computations in Detail.


  $125.00
Price includes (Shipping/Handling)
(For further information, call 978-468-6528.)

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