An edition of Wills, trusts, and technology
(1996)
Wills, trusts, and technology
an estate and trust lawyer's guide to automation
2nd ed.
by Daniel B. Evans
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Publish Date
2004
Publisher
American Bar Association, Section of Real Property, Probate, and Trust law, Law Practice Management Section,
American Bar Association
Language
English
Pages
270
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United States| Edition | Availability |
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1
Wills, trusts, and technology: an estate and trust lawyer's guide to automation
2004, American Bar Association, Section of Real Property, Probate, and Trust law, Law Practice Management Section, American Bar Association
in English
- 2nd ed.
1590312813 9781590312810
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aaaa
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2
Wills, trusts, and technology: an estate lawyer's guide to automation
1996, Section of Real Property, Probate, and Trust Law [and] Section of Law Practice Management, American Bar Association, American Bar Association
in English
1570733562 9781570733567
|
zzzz
|
Book Details
Table of Contents
Why are you reading this book?
Selecting software
Estate tax planning software
Generation-skipping tax planning
Charitable and split-gift planning
Estate planning charts and presentations
Word processing and document formats
Automated document drafting
Document management
Fiduciary accounting software
Probate document preparation
Valuation of publicly traded securities
Valuation of closely held stock
Tax returns in general
Death tax returns
Federal gift tax returns
Fiduciary income tax returns
Automating a client database and will inventory
Case management for estate planning and administration
Legal and factual research
Ethical considerations
Knowledge management : making it happen
Understanding hardware
Understanding software
Spreadsheet basics
A database primer.
Edition Notes
Includes bibliographical references (p. 255-256) and index.
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| June 17, 2023 | Edited by ImportBot | import existing book |
| December 4, 2010 | Edited by Open Library Bot | Added subjects from MARC records. |
| April 28, 2010 | Edited by Open Library Bot | Linked existing covers to the work. |
| December 8, 2009 | Created by ImportBot | add works page |