Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Wednesday, March 28, 2012

New Release: Principles of Estate Planning

Estate plan tab blackCarolynn B. Tomin, CFP and Colleen Carcone, JD, CFP recently published their book, Principles of Estate Planning (The National Underwriter Company 2012). An overview of the book is below:

Principles of Estate Planning is written specifically for students and focuses on teaching students precisely what they need to know about estate planning. Topics are broken down into subtopics and illustrated with client situations and practitioner tips to ensure understanding. This student-friendly text addresses all of the CFP® Certification Examination Principal Topics for Estate Planning.


  •  Chapter openers outline the specific CFP Board topics covered in each chapter
  • To aid student comprehension, each chapter provides learning objectives and presents an overview explaining relevance of material covered
  • “Client Situations” are included, aiding in subject understanding
  •  “Practitioner Tips” show real-world applications or highlight specific areas in the text
  • Chapter summaries and end-of-chapter questions aid student understanding and retention
  • Content and organization help prepare students for the CFP® Examination, but also offer practical, expert guidance which will be used in professional practice
  • Written by two CFP® professionals with extensive teaching experience

Table of Contents:

Chapter 1 Introduction to Estate Planning
Chapter 2 Property Interests: Characteristics and Consequences of Property Titling
Chapter 3 Community Property
Chapter 4 Methods of Property Transfer at Death
Chapter 5 The Probate Process
Chapter 6 Wills
Chapter 7 Incapacity Planning
Chapter 8 Types and Features of Trusts
Chapter 9 Taxation of Trusts and Estates
Chapter 10 Gifting Strategies
Chapter 11 Gift Tax Calculation
Chapter 12 Gifting to Minors
Chapter 13 The Gross Estate
Chapter 14 The Estate Tax Calculation
Chapter 15 The Marital Deduction
Chapter 16 Marital Trusts
Chapter 17 Charitable Transfers
Chapter 18 State Death Tax Deduction
Chapter 19 Generation-Skipping Transfer Tax
Chapter 20 Powers of Appointment
Chapter 21 Life Insurance Planning
Chapter 22 Irrevocable Life Insurance Trusts
Chapter 23 Advanced Estate Planning Strategies
Chapter 24 Intra-family and Other Business Transfer Techniques
Chapter 25 Business Planning Strategies
Chapter 26 Valuation Issues
Chapter 27 Estate Planning for Nontraditional Relationships
Chapter 28 Summary of Estate Planning Strategies
Chapter 29 Estate Planning with Retirement Planning


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