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Sample Pages

  • Table Of Contents Page 1
  • Table Of Contents Page 2
  • Table Of Contents Page 3
  • Sample Page 4
  • Sample Page 15
  • Sample Page 20
  • Sample Page 36
  • Sample Page 102
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Estate Planning For Retirement Benefits: An Introduction (135-Page Book)

$ 69.00
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Description

 See sample pages above for the complete Table Of Contents.

 

Related Form(s): find related, fully-editable forms by selecting "Retirement Plan Beneficiaries" on the homepage of www.NLFforms.com.
Related CLE Course: to listen to, and obtain CLE/MCLE credits in those states for which it is listed, please visit our sister sites, www.nlfonline.com and www.nlfcle.com, click on your state and scroll to this title under the "Estate Planning & Taxation" heading: "Boomer Generation: Practical Retirement Strategies". 

 

Author:

STEVEN E. TRYTTEN, Esq., CPA, MBA, is a nationally recognized authority on tax and estate planning, quoted in financial publications such as the Wall Street Journal, Forbes Magazine, Bloomberg Wealth Manager, Kiplinger’s Retirement Report, and the Los Angeles Business Journal.  

 

STEVE lectures to tax and estate professionals across the country. Recent programs include American College of Trust and Estate Counsel (“ACTEC”) meetings, Heckerling Estate Planning Institute, ALI-CLE (formerly ALI-ABA) programs, NYU Tax Institute, USC Tax Institute, CEB-UCLA Estate Planning Institute, Southern California Tax and Estate Planning Forum, Great Western Tax Institute, Great Southern Tax Institute, AICPA programs, and NAELA Annual Institute. Recent publications include his papers for these events, as well as articles for Trusts & Estates, The Journal of Wealth Management and other publications for professionals engaged in tax and estate planning.  

 

STEVE is recognized as one of the top 1% of lawyers in the U.S. by virtue of his inclusion in the “Best Lawyers of America.” He has also been voted by his peers in Los Angeles County as a “Super Lawyer,” and was further recognized as one of the top 100 vote recipients county-wide among all practice areas in 2004.  

 

STEVE is a “Certified Specialist” in two areas: Taxation Law, and Estate Planning and Probate Law (certification by the Board of Legal Specialization of the State Bar of California).  

 

STEVE is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”) and serves as a Member of the ACTEC Employee Benefits and Business Planning Committees.  

 

STEVE is a member of the Editorial Advisory Board for Trusts & Estates, The Journal of Wealth Management (Retirement Benefits Section).  

 

STEVE is an Adjunct Professor at the University of Miami School of Law graduate program in Estate Planning.  

 

From 1996 to 1998, STEVE served as Chair of the Committee on Estate and Gift Taxation, Taxation Section of the California State Bar. He is an active member of the American Bar Association, the State Bar of California, the Los Angeles County Bar Association, the American Institute of Certified Public Accountants, and the California Society of Certified Public Accountants.  

 

STEVE attended the University of Illinois where he received his undergraduate, MBA, and JD degrees. He was admitted to the Illinois Bar in 1978 and to the California Bar in 1983. He became licensed as an Illinois CPA in 1979.

You may also be interested in the following form(s) and/or downloadable books:

11 Retirement Plan Beneficiary Designation Forms (11 Forms, 32 Pages)

11 Retirement Plan Beneficiary Designation Forms (11 Forms, 32 Pages)
$ 389.00
     
 

 

 

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ONLINE CLE COURSES

Many states permit CLE credits to be earned by study of online courses. To see our many online CLE courses, go to : www.nlfonline.com

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Many states permit CLE credits to be earned by study of audio CDs and DVDs. To see our recorded CLE courses, go to : www.nlfcle.com.
 
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