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Leslie Bonacum
Neil Allen

CCH Viewplan Advanced Makes Planners More Productive

(RIVERWOODS, ILL., March 5, 2003) – Estate planners can now create sophisticated plans and compelling presentations quicker and easier than ever before with CCH® ViewPlan AdvancedTM from CCH INCORPORATED (CCH), a leading provider of financial and estate planning information and software. (For additional information, call 1-800-449-8114 or visit

"CCH ViewPlan Advanced elevates estate planning to a new level, so planners can work faster and smarter, with reliable results for their clients," said Gail Fink, marketing manager for CCH’s Federal and State Tax Group. "One program can now handle virtually all of their estate planning needs."

CCH ViewPlan Advanced is a powerful new combination of the best features of CCH ViewPlan® and all new, expanded functionality, providing practitioners with the fastest, most easy-to-use estate planning software available.

Includes Popular Transfer Techniques

CCH ViewPlan Advanced includes the most popular charitable and intra-family wealth transfer techniques, including:

    • CRAT – Charitable Remainder Annuity Trust
    • CLUT – Charitable Lead Unitrust
    • CRUT – Charitable Remainder Unitrust
    • GRAT – Grantor Retained Annuity Trust
    • NIMCRUT – Net Income with Makeup CRUT
    • GRUT – Grantor Retained Unistrust Trust
    • NIMCRUT FLIP – Flip to CRUT
    • GRIT – Grantor Retained Income Trust
    • PIF – Pooled Income Fund
    • QPRT – Qualified Personal Residence Trust
    • CLAT – Charitable Lead Annuity Trust
    • SCIN – Self Canceling Installment Note
    • Installment Sale
    • Private Annuity

CCH ViewPlan Advanced expedites asset entry and provides one-click viewing of charitable gift-giving scenarios, all supported with vivid graphs and impactful text reports. A "calculations log" creates an audit trail that shows exactly how the calculator arrived at given results and quickly identifies possible input errors. The program makes it easy for planners to show clients where there may be additional liquidity needs, and offers options for funding that liquidity.

CCH ViewPlan Advanced also gives practitioners all the tools they need to accurately calculate and effectively present estate-planning concepts to their clients. Colorful graphs, flowcharts, spreadsheet-like calculation reports and easy-to-understand explanatory text can be arranged in customizable presentations, adaptable to virtually all planning options. Planners can create and view a virtually unlimited number of plans and compare up to three alternative plans side-by-side.

Availability and Pricing

For more information or to order CCH ViewPlan Advanced, call 1-800-449-8114 or visit the CCH website at Price for a one-year, single-user subscription is $1,475 plus applicable tax, shipping and handling.


CCH INCORPORATED, headquartered in Riverwoods, Ill., was founded in 1913 and has served four generations of business professionals and their clients. The company produces more than 700 electronic and print products for the tax, legal, securities, insurance, human resources, health care and small business markets. CCH is a Wolters Kluwer company. The CCH web site can be accessed at The CCH tax and accounting web site can be accessed at

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