Advising clients about portability & lifetime gift planning in 2014Marc J. Bloostein, Michael J. Simolo, Sara A. Wells · First published 2014Open the Tome
Incorporating portability in estate planningMarc J. Bloostein, Anne Katsas, Geoffrey Mead Mason · First published 2013Open the Tome
Lifetime gift planning in 2012Marc J. Bloostein, Lisa M. Rico, Andrew D. Rothstein · First published 2012Open the Tome
