Product Details
Approximately 180 pages
1 volume bound

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Estate Planning Handbook, 4th Edition
By: John Pearson Allen, Ph.D., Brian J. Quinlan, CA, CFP, TEP
Availability: In Stock
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 Pearson Allen, Ph.D. (law), has been in private practice since 1992 with a focus on business law and litigation. He clerked with the Ontario Superior Court. He is the co-author of Handling Provincial Offence Cases in Ontario, the Estate Planning Handbook, 3rd Edition and 4th Edition, and the regulatory offences newsletter RegQuest. He has written articles for the Advocates’ Society Journal, the Criminal Law Quarterly, the Canadian Business Law Journal, as well as a securities netletter from 2001-2007. He also taught Evidence Law, and Torts and Contracts in the university degree program in Paralegal Studies at Toronto’s Humber Institute and Business Law at Ryerson University.

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.