Optimum Estate Planning: Explanation and Sample Forms - Paperback

by James G. Blase (Author)

Optimum estate planning is all about minimizing taxes while retaining control and protecting assets from lawsuits and other predators. In this book Mr. Blase, a 35-year experienced estate planning attorney and frequent author and speaker, examines optimum estate planning as it applies to planning for married couples, planning for children and other non-spouse beneficiaries, planning for retirement benefits, planning for business owners and professionals, and lifetime gift planning. The book has been updated through President Trump's 2017 tax reduction proposals.

Author Biography

James G. Blase is a 35-year experienced estate planning attorney with offices in St. Louis County and St. Charles County, Missouri. Jim spent the first half of his legal career with the St. Louis law firms Thompson Coburn (then Thompson Mitchell) and Armstrong Teasdale, the latter where he also served as chair of the firm's Trusts & Estates department. Jim is a 1981 graduate of Notre Dame Law School, where he served as Managing Editor of the Notre Dame Law Review, and is a 1982 graduate of the New York University Law School Graduate Program in Taxation, where he served as Graduate Editor of the Tax Law Review. Jim is also an adjunct professor of estate planning at the St. Louis University School of Law, and owns a Certified Public Accountant certificate from the State of Missouri.