Product Details
978-0-7798-4935-2
Book
Approximately 180 pages
1 volume bound
softcover
2012-02-17
Carswell

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Estate Planning Handbook, 4th Edition
By: John Pearson Allen, B.A., B.Sc., LL.B., LL.M., Brian J. Quinlan, CA, CFP, TEP
Availability: In Stock
$160.00
Description
This work focuses on the tools of estate planning and general planning considerations. It also provides annotated precedent materials essential to estate planners. A new co-author, Brian Quinlan, has been added to this edition, contributing his expertise in the area of tax planning. New chapters concerning tax issues and tax tips are now included. The commentary has been expanded and updated to reflect the current state of estates and trusts law and a new precedent, an alter-ego trust, has also been added. This book includes chapters on common planning situations such as the second marriage, the transfer of family businesses and young families. The Handbook is a highly practical text providing an overview of estate planning.
About the Author
John Allen has a general practice, with a focus on business law and estate planning. John became a lawyer in 1991. He clerked with the Ontario Superior Court and joined Allen & Allen in 1992. John co-authored the 3rd Edition of the Estate Planning Handbook with William Allen and is co-authoring the 4th edition with Brian Quinlan, to be released by Carswell in early 2012. He is also the co-author of Handling Provincial Offence Cases in Ontario also published by Carswell. John has a B.A., B.Sc., LL.B., LL.M., and is completing his PhD in law at Osgoode Hall.
Brian J. Quinlan's practice focuses on the income tax and estate planning issues of owner-managed business and their families. He began his own practice in 1991 and merged with Campbell Lawless in 1996. Brian has been a co-author of Wiley's annual 78 Tax Tips for Canadians for Dummies since its 2001 launch and is now co-authoring, with John Allen, the 4th Edition of the Estate Planning Handbook to be released by Carswell in early 2012. Brian is a CA and has also obtained the CFP and TEP designations.