The Pocket Guide to Trusts & Estates: Understanding Estate Planning, Estate Settlement, Estate Litigation, Asset Protection and Elder Law

Our attorneys are well-known practitioners and educators known for their ability to clearly explain trust and estate issues. They utilized that unique ability to author this book that provides easy-to-understand explanations of numerous topics relating to Estate Planning, Estate Settlement, Estate Litigation, and Asset Protection issues.

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Book Testimonials

“This book is rich with valuable information essential to families and professionals engaged in estate planning. Much in the same manner as Bill Andersen guided our family through the process of assuring the preservation of our wealth for our children and grandchildren, this book makes a daunting subject matter easy to understand, and makes use of the most innovative and enduring tax and accounting tools available.”

- Nicholas L. Trivisonno
Chairman and Chief Executive Officer (Retired)
ACNielsen Corporation

“Over the course of my career, I have helped change the way consumers make purchases. Likewise, this guide explains in a very direct and easy to understand manner how to financially plan appropriately for both business and family. It is a must read in today’s challenging financial climate.”

- Ruth Ann Marshall
President of the Americas, MasterCard International, 1996-2006
Board of Directors for Regions Financial Corporation,
ConAgra, Pella Windows
Named one of “The 100 Most Powerful Women” by Forbes Magazine

“One of the things I write about and teach is how to cast with a fly rod with maximum efficiency. The authors of this book have captured the fundamentals of estate planning to advanced techniques in a clear and comprehensive manner that is easy for the lay person to understand. This is just a must-have book.”

- Lefty Kreh
Outdoor Writer, Author, Photographer and Instructor
IGFA Hall of Fame Lifetime Achievement Award

“Few books come along these days which equal this. Well thought out and impressively detailed, the reader can understand estate planning in a short period of time thereby laying aside the elemental struggle between fear and action.”

- Jeffrey Cardenas, Pulitzer Prize Nominee
Author of Sea Level and Marquesa
Founder, Salt Water Angler

“How refreshing – technically astute professionals who communicate in words an ordinary human being can understand! This book illuminates estate planning like never before. From introduction to end, the focus on taking care of loved ones in a most professional and fiscally responsible manner jumps out at the reader. Very easy to understand.”

- Lawrence J. Kendzior, CPA/ABV
Author of Conundrum: The Challenge of Execution in
Mi0ddle-Market Companies

“The Pocket Guide to Trusts and Estates is a good example of highly rated professionals explaining ideas in a way that non-lawyers can easily understand. This will be a handbook for me and my team as we explain these concepts to our clients. This book will be around for years to come.”

- R. Lynn Shipley, Jr.
Chairman and Chief Executive Officer
TriSummit Bank

“Wow! Bill Andersen fully explains the “whys” of comprehensive estate planning for financial advisors and clients! This is easy to understand and grasp. Finally. I’ll be handing out this book to all my friends and family.”

- Martin Hirsch
President, Barjon Investments, LLC

“This is a one-of-a-kind book. Bill has a gift for making arcane tax law understandable for the common client. This handbook should be in every estate planner’s library and given to every client engaged in estate planning.”

- Benjamin L. Platt, CPA, MBA, CFF, CVA
Managing Partner
Kresge, Platt & Abare, CPAs