xvi, 270 pages : illustrations ; 26 cm
Formatted Contents Note
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.
Bibliography, etc. Note
Includes bibliographical references (pages 255-256) and index.