For accountants and other tax professionals establishing estate planning as a practice niche, this book is an essential, jargon-free guidebook that explains how to achieve maximum asset protection, estate preservation, and privacy for clients.
Table of Contents
DEVELOPING AN ESTATE PLANNING SERVICE. The Practice of Estate Planning. Avoiding the Unauthorized Practice of Law. Accountant's Role in Estate Planning. Prospecting and Developing Business Among Established Clients. Techniques for Generating New Clients. Qualifying Prospective Clients. OPERATING YOUR ESTATE PLANNING SERVICE. Fees, Billing Procedures, and Consulting Agreements. A System for Keeping Current. THE FACT-FINDING INTERVIEW. Conducting the Fact-Finding Interview. Obtaining Personal Information. Identifying Assets and Capital Needs. CREATING THE ESTATE PLAN. Preparing to Develop the Estate Plan. Designing the Estate Plan. Preparing the Written Estate Plan Report. Appendices. Bibliography. Index.
DOUG H. MOY is a consultant in estate and gift taxation and planning whose clients include accountants, attorneys, and individual clients nationwide. He is an active member of the National Society of Accountants (NSA) and the National Association of Tax Practitioners (NATP) and a former member of the Curriculum Advisory Board of the College for Financial Planning. A nationally recognized author in the field whose books include Living Trusts (Wiley) and Estate Planning Simplified (Wiley), he was awarded the 1995 Golden Quill Award by the NSA for his many articles published in the National Public Accountant.