Estate Planning

Estate Planning and Taxation


Estate Planning Links


Estate Planning and Taxation

This popular book is back with
  • A concise, integrated overview written as a student-oriented text with numerous questions and problems.
  • Quantitative emphasis and over 500 easy to follow examples.
  • Completely updated material—emphasizes current law, trends and techniques.
  • The information needed by CFP® candidates, students in undergraduate or graduate business schools, law students, and estate planning professionals.

Available to users of this textbook through its website—

  • the very useful ETAX program written by Professor Bost that works with your EXCEL® program to calculate estate and gift taxes.
  • links to essential estate, gift, and fiduciary income tax forms and instructions, plus related Treasury publications.
  • links to numerous estate planning related uniform laws available through The National Conference of Commissioners on Uniform State Laws website giving students quick access to these in MS Word and PDF formats.
  • useful estate planning "web-links" that make it easier for students to web-browse relevant estate planning related websites.
John C. Bost is a professor emeritus, Department of Finance, College of Business Administration, at San Diego State University. He has taught courses in estate planning, the legal environment of business, and real estate law. He has a Juris Doctorate from Hastings College of the Law, University of California, a Masters in Taxation and a Bachelor of Science degree from San Diego State University. He served as Chair of the Board of Examiners for the Certified Financial Planner Board of Standards. He has published numerous articles on estate planning and was a founding co-author of West's Federal Tax Research. For twenty years he was certified by the State Bar of California Board of Legal Specialization as a Taxation Law Specialist and for ten years as a Probate, Estate Planning, and Trust Law Specialist. Appointed by the California Bar Association's Board of Governors, he served a three year term on the Taxation Law Advisory Commission.

Michael J.R. Hoffman is a professor of taxation, Department of Accounting & Taxation, Huizenga School of Business & Entrepreneurship, at Nova Southeastern University. He has taught graduate and undergraduate courses in estate planning, as well as Federal taxation of individuals, corporations, and partnerships. He earned his Doctor of Business Administration (DBA) and MBA from Indiana University and a Bachelor of Science in Accounting from the University of Tennessee at Martin. He has received several awards for classroom teaching. He has authored or coauthored over 40 articles and book chapters on topics including estate planning, retirement planning and corporate/partnership income taxation. He continues to conduct research of interest to accounting practitioners and financial planners.

lauderdaleMitzi K. Lauderdale is an assistant professor, Department of Personal Financial Planning, College of Human Sciences, at Texas Tech University. She has taught graduate and undergraduate courses in estate planning, legal and regulatory aspects of personal financial planning, and general personal financial planning. She has her Juris Doctorate from Texas Tech University School of Law, a Masters in Personal Financial Planning and a Bachelor of Science Degree from Texas Tech University. She has received numerous awards for her classroom instruction and student mentoring. She has published articles on charitable and special needs financial planning. She actively conducts research and training in estate planning for special needs families. She is a member of the Texas Bar.