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Practice Area: Estate Planning


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Advanced Estate Planning: Practice Update: Summer 2018 - Slides (6 pp)

A paper in the course book from the ALI CLE program, "Advanced Estate Planning Practice Update: Summer 2018" (June 13, 2018)

More Information: Advanced Estate Planning: Practice Update: Summer 2018 - SlidesView Coursebook  Preview Preview Paper Add to Cart Buy Paper  $29.00


Advanced Estate Planning Practice Update: Summer 2018 (52 pp)

by Jeffrey N. Pennell Kathleen R. Sherby Kimberly E. Cohen Lawrence P. Katzenstein

A paper in the course book from the ALI CLE program, "Advanced Estate Planning Practice Update: Summer 2018" (June 13, 2018)

More Information: Advanced Estate Planning Practice Update: Summer 2018View Coursebook  Preview Preview Paper Add to Cart Buy Paper  $39.00


Estate Planning for Creditor Protection: Using the Tools of Our Trade (12 pp)

by Lauren Y. Detzel

A paper in the course book from the ALI CLE program, "Estate Planning for Creditor Protection: Using the Tools of Our Trade" (May 9, 2018)

More Information: Estate Planning for Creditor Protection: Using the Tools of Our TradeView Coursebook  Preview Preview Paper Add to Cart Buy Paper  $29.00


Asset Protection with Retirement Assets (18 pp)

by Robert K. Kirkland

A paper in the course book from the ALI CLE program, "Estate Planning for Creditor Protection: Using the Tools of Our Trade" (May 9, 2018)

More Information: Asset Protection with Retirement AssetsView Coursebook  Preview Preview Paper Add to Cart Buy Paper  $29.00


The Good, the Bad and the Innovative: The Evolution of Joint Spousal Trusts in Today’s Estate Planning (32 pp)

by Robert K. Kirkland

A paper in the course book from the ALI CLE program, "Estate Planning for Creditor Protection: Using the Tools of Our Trade" (May 9, 2018)

More Information: The Good, the Bad and the Innovative: The Evolution of Joint Spousal Trusts in Today’s Estate PlanningView Coursebook  Preview Preview Paper Add to Cart Buy Paper  $29.00


Estate Planning Through an Asset Protection Lens (114 pp)

by Gideon Rothschild

A paper in the course book from the ALI CLE program, "Estate Planning for Creditor Protection: Using the Tools of Our Trade" (May 9, 2018)

More Information: Estate Planning Through an Asset Protection LensView Coursebook  Preview Preview Paper Add to Cart Buy Paper  $49.00


Managing and Mitigating Fiduciary Risks (36 pp)

by Carrie Harrington

A paper in the course book from the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25, 2018)

More Information: Managing and Mitigating Fiduciary RisksView Coursebook  Preview Preview Paper Add to Cart Buy Paper  $29.00


All About That Basis: How Income Taxes Have Reshaped Estate Planning (44 pp)

by Melissa J. Willms Mickey R. Davis

A paper in the course book from the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25, 2018)

More Information: All About That Basis: How Income Taxes Have Reshaped Estate PlanningView Coursebook  Preview Preview Paper Add to Cart Buy Paper  $29.00


Trustee and Beneficiary Powers that Won't Create a Tax Disaster (16 pp)

by Steve R. Akers

A paper in the course book from the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25, 2018)

More Information: Trustee and Beneficiary Powers that Won't Create a Tax DisasterView Coursebook  Preview Preview Paper Add to Cart Buy Paper  $29.00


Asset Protection Trust Planning (12 pp)

by Mark E. Osborne

A paper in the course book from the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25, 2018)

More Information: Asset Protection Trust PlanningView Coursebook  Preview Preview Paper Add to Cart Buy Paper  $29.00


Selected Highlights of 2017 Tax Act and Estate Planning Considerations (48 pp)

by Steve R. Akers

A paper in the course book from the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25, 2018)

More Information: Selected Highlights of 2017 Tax Act and Estate Planning ConsiderationsView Coursebook  Preview Preview Paper Add to Cart Buy Paper  $29.00


Estate of Powell v. Commissioner, 148 T.C. No. 18 (May 18, 2017) (32 pp)

by Steve R. Akers

A paper in the course book from the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25, 2018)

More Information: Estate of Powell v. Commissioner, 148 T.C. No. 18 (May 18, 2017)View Coursebook  Preview Preview Paper Add to Cart Buy Paper  $29.00


Life Insurance after TCJA (34 pp)

by Charles L. Ratner

A paper in the course book from the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25, 2018)

More Information: Life Insurance after TCJAView Coursebook  Preview Preview Paper Add to Cart Buy Paper  $29.00


Grantor Trust Rules (50 pp)

by Gregory V. Gadarian

A paper in the course book from the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25, 2018)

More Information: Grantor Trust RulesView Coursebook  Preview Preview Paper Add to Cart Buy Paper  $29.00


Charitable Planning Update - 2018 (46 pp)

by Lawrence P. Katzenstein

A paper in the course book from the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25, 2018)

More Information: Charitable Planning Update - 2018View Coursebook  Preview Preview Paper Add to Cart Buy Paper  $29.00


The Statute of Limitations and Disclosure Rules for Gifts (46 pp)

by Ronald D. Aucutt

A paper in the course book from the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25, 2018)

More Information: The Statute of Limitations and Disclosure Rules for GiftsView Coursebook  Preview Preview Paper Add to Cart Buy Paper  $29.00


At the Intersection of Estate Tax Planning and Business Tax Planning (22 pp)

by Richard B. Robinson, Esquire

A paper in the course book from the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25, 2018)

More Information: At the Intersection of Estate Tax Planning and Business Tax PlanningView Coursebook  Preview Preview Paper Add to Cart Buy Paper  $29.00


Your Secrets Are Safe With Me (I Think): Protecting Privilege When Planning for Large Estates (48 pp)

by David C. Blickenstaff, Esquire

A paper in the course book from the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25, 2018)

More Information: Your Secrets Are Safe With Me (I Think): Protecting Privilege When Planning for Large EstatesView Coursebook  Preview Preview Paper Add to Cart Buy Paper  $29.00


Directed Trust and Other Modifications (86 pp)

by Carrie Harrington Susan D. Snyder

A paper in the course book from the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25, 2018)

More Information: Directed Trust and Other ModificationsView Coursebook  Preview Preview Paper Add to Cart Buy Paper  $39.00


Estate Planning for Married Couples in a World with Portability and the Marital Deductions (92 pp)

by Melissa J. Willms Mickey R. Davis

A paper in the course book from the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25, 2018)

More Information: Estate Planning for Married Couples in a World with Portability and the Marital DeductionsView Coursebook  Preview Preview Paper Add to Cart Buy Paper  $39.00



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