Aspen Publishing

Estate Planning: Principles and Problems, Fourth Edition

Wayne M. Gazur, Robert M. Phillips


  • ISBN: 9781454849483

In stock.

  • Description

    Estate Planning: Principles and Problems introduces students to the principles of estate planning and challenges them to analyze simulated client scenarios.  Featuring a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations.  A forms supplement on a CD is an additional tool for giving students practice with drafting exercises.

    View More...

  • Details
    Page Count 566
    Published 04/28/2015
  • Additional Product Details

    Detailed Table of Contents (PDF Download)

    Important Information About This Book
    Preface and Acknowledgements
    Table of Principal Cases and IRS Pronouncements

    CHAPTER 1: Working with Clients
    CHAPTER 2: A Review of the Fundamentals of Drafting Wills
    CHAPTER 3: The Young Adult
    CHAPTER 4: The Wealthy Young Adult Contemplating Marriage
    CHAPTER 5: The Young Married Couple (Without Children)
    CHAPTER 6: Unmarried Couples
    CHAPTER 7: The Married Couple (with Young Children)
    CHAPTER 8: Gifts from Grandparents
    CHAPTER 9: Remarriage (with Children)
    CHAPTER 10: Migratory Married Couples
    CHAPTER 11: The Wealthy Married Couple
    CHAPTER 12: Asset Protection and Retirement Planning
    CHAPTER 13: The Generation-Skipping Trust and Other Wealth Perpetuation Measures
    CHAPTER 14: Charitable Gifts
    CHAPTER 15: Planning for Incapacity
    CHAPTER 16: Federal Wealth Transfer Tax Principles and Planning Strategies
    CHAPTER 17: Probate and an Estate Tax Return

    Forms Supplement (on Compact Disk)

  • Author Information

    Wayne M. Gazur

    After spending five years in private practice, Wayne Gazur first joined the faculty of the University of Colorado as a lecturer in business and law. He became an associate professor in a joint position between the College of Business and Administration and the Law School in 1990. In 1999 his joint position was converted to that of an associate professor of law and tax program liaison to the College of Business and Administration. He is now a full professor appointed to the Law School. He was named a Charles Inglis Thomson Fellow in 1999. His educational background and research efforts are concentrated in the area of taxation, including estate and business planning. His articles have appeared in a variety of law reviews, and have been cited extensively in the field. His current research interests include taxation and alternatives to the individual income tax, and he has recently completed an estate planning textbook.

    Robert M. Phillips

    Robert Phillips received his undergraduate degree from Emory University, in Atlanta, Georgia. He received his Juris Doctor degree from the University of Colorado Law School in 1993 and was inducted into the Order of the Coif. While in law school, he received numerous awards and recognitions, including the William O. DeSouchet Award and the Don W. Sears Award, and was a published member of Law Review.

    Following graduation, Mr. Phillips completed a judicial clerkship with the Honorable Steve C. Briggs on the Colorado Court of Appeals. He began his legal practice as a sole practitioner, focusing on estate and trust planning, real estate and business law. From 1995 through 2008, Mr. Phillips was an Adjunct Professor at the University of Colorado School of Law, teaching Wills and Trusts and more recently Estate Planning. He has published dozens of articles on estate planning, estate administration, trusts and taxes, and has been an instructor and speaker in numerous professional and public education classes and seminars. His private practice is located in Louisville, Colorado, where his practice focuses on estate and trust planning, estate administration (probate and trust), asset protection strategies, business law and commercial real estate.

  • Professor Resources

    Please login to view Professor Resources. This section is only available to registered, validated professor accounts. If the professor resources still do not appear after logging in, please contact with a request to validate your professor account status. Account validation may take 24-48 hours.