Materials on Family Wealth Management (American Casebook Series)

This highly-practical tool deals with the full range of issues relating to family wealth management. The text helps law students attain a basic level of financial literacy, as well as providing a practical understanding of various topics that they will need to understand in advising clients and in planning their own financial futures. The book covers financial investing, property, income taxation, and estate and gift taxation as well as home ownership, higher education, life and disability insurance, retirement plans, elder law, and debtor-creditor transactions. Each of these topics is addressed in a separate chapter authored by a pre-eminent scholar in the field. The presentation resembles that of a treatise, supplemented with numerous examples and problems for classroom instruction.