Preti Flaherty Attorney I. Richard Ploss Selected by Aspatore Books as Author in New Book, Inside the Minds: Best Practices for Structuring Trusts and Estates, 2012 ed.
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Attorney
Inside the Minds: Best Practices for Structuring Trusts and Estates, 2012 ed.: Leading Lawyers on Drafting a Flexible Plan, Protecting the Client’s Assets, and Leveraging Tax Strategies (ISBN: 9780314280145)
Best Practices for Structuring Trusts and Estates provides an authoritative, insider’s perspective on key strategies for aiding clients in creating and updating effective estate plans. Featuring partners from some of the nation’s leading law firms, these experts guide the reader through the steps for preparing an estate planning strategy and utilizing various trust options. From identifying the client’s assets to understanding his or her objectives, these authors discuss the importance of individualizing plans and incorporating flexibility for the client. Additionally, these top lawyers offer their advice for choosing the best structure, identifying potential legal issues, minimizing taxes, and dealing with family dynamics. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to success within this ever-changing field.
The Inside the Minds series provides readers with an unprecedented introspective look into the leading minds of the business and legal world. For more information on the book, visit the Westlaw website.
Ploss practices law with
In addition to his law practice, Ploss is a Certified Public Accountant (
Ploss was recently chosen by the
He is also the former Chairman of the Certified Financial Planner (CFP®)
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