Estate Finance

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  • Topic: Certified Financial Planner, Property law, Financial planner
  • Pages : 224 (58187 words )
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  • Published : February 20, 2013
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solutions manual

Michael A. Dalton
Thomas P. Langdon

ME-Estates 5th INT 1P.indd 4

1/21/09 11:00:52 AM

1000 Riverbend Blvd.
Suite A
St. Rose, LA 70087
888-295-6023

Copyright© 2009 by ME. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopy, recording, or any other information storage and retrieval system, without prior permission in writing from the publisher. Requests for permission to make copies of any part of the work should be mailed to: Permissions Department, ME, 1000 Riverbend Blvd., Suite A, St. Rose, LA 70087. This publication is designed to provide accurate and authoritative information in regard to the subject matter covered. It is sold with the understanding that the publisher, authors and contributors are not engaged in rendering legal, accounting, tax, financial planning, or other professional services. If legal advice, tax advice, or other professional assistance is required, the services of a competent professional should be sought. CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Printed in the U.S.A.
ISBN-10: 0-9801299-5-8
ISBN-13: 978-0-9801299-5-3
Custom Edition for The College for Financial Planning ISBN-10: 0-9801299-4-x Custom Edition for The College for Financial Planning ISBN-13: 978-0-9801299-4-6 Library of Congress Card Number: 2009921181

ABOUT THE AUTHORS
Michael A. Dalton, Ph.D., JD, CFP®




















Principal of Cobalt Financial Solutions, L.L.C.
Former Chair of the Board of Dalton Publications, L.L.C.
Associate professor of Accounting and Taxation at Loyola University in New Orleans, Louisiana. Adjunct faculty in Financial Planning at Georgetown University in Washington, D.C. Former Senior Vice President, Education at BISYS Group.

Ph.D. in Accounting from Georgia State University.
J.D. from Louisiana State University in Baton Rouge, Louisiana. MBA and BBA in Management and Accounting from Georgia State University. Former board member of the CFP Board’s Board of Examiners, Board of Standards, and Board of Governors. Former member (and chair) of the CFP Board’s Board of Examiners. Member of the Journal of Financial Planning Editorial Advisory Board and Editorial Review Board. Member of the LSU Law School Board of Trustees (2000 - 2006). Author of Dalton Review for the CFP® Certification Examination: Volume I – Outlines and Study Guides, Volume II – Problems and Solutions, Volume III - Case Exam Book, Mock Exams A-1 and A-2 (1st - 8th Editions). Author of Retirement Planning and Employee Benefits for Financial Planners (1st - 5th Editions). Co-author of Income Tax Planning for Financial Planners (1st - 2nd Editions). Co-author of Dalton CFA® Study Notes Volumes I and II (1st - 2nd Editions); Co-author of Dalton’s Personal Financial Planning Series – Personal Financial Planning Theory and Practice (1st - 3rd Editions) and Personal Financial Planning Cases and Applications (1st - 4th Editions).

Co-author of Cost Accounting: Traditions and Innovations published by West Publishing Company. Co-author of the ABCs of Managing Your Money published by National Endowment for Financial Education.

Thomas P. Langdon, JD, LL.M., CFA, CFP®














Associate Professor of Business Law, Gabelli School of Business, Roger Williams University, Bristol, RI. Principal, Langdon & Langdon Financial Services, LLC (Connecticut-based tax planning & preparation firm). Former Professor of Taxation at The American College, Bryn Mawr, PA. Former Adjunct Professor of Insurance and Economics at The University of Connecticut Center for Professional Development. Former Member (and Chair) of...
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