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Planning Techniques for Large Estates

The purpose of the program is to examine sophisticated issues that practicing lawyers actually face. Each topic has a lecturer/discussion leader who is responsible for covering the most important aspects of the subject matter and for presenting and discussing the issues and alternative approaches. It is expected that registrants actively participate in the discussion of the problems. Because of the limited enrollment and the degree of expertise of the registrants, the format offers an exciting educational experience. It gives registrants an opportunity to trade and discuss ideas with their peers, under the supervision and guidance of highly skilled faculty members. CM077

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Coursebook Papers:

Table of Contents

Charitable Alternatives (126 pp) $49.00

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Selected Issues in Planning for the Second Marriage (96 pp) $39.00

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State Fiduciary Income Tax Issues (36 pp) $29.00

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Distributions from Qualified Plans and IRAs: How Your Clients' Family and Tax-Planning Goals Can Benefit By Using Separate Accounts (42 pp) $29.00

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Asset Protection: Trust Planning (130 pp) $49.00

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An Introduction to Actuarial Valuations (36 pp) $29.00

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Running the Numbers: An Economic Analysis of GRATs and QPRTs (42 pp) $29.00

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Perpetual Dynasty Trusts: Tax Planning and Jurisdiction Selection (144 pp) $49.00

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Planning and Defending Domestic Asset-Protection Trusts (194 pp) $49.00

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PowerPoint Slides (18 pp) $29.00

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Marital Deduction Planning in Uncertain Times (30 pp) $29.00

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Tax Payment Provisions and Equitable Apportionment (94 pp) $39.00

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Summary of Selected Recent Cases (12 pp) $29.00

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Recent Valuation Decisions (54 pp) $39.00

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A Checklist Approach in Response to the Trend of Recent Valuation Decisions and IRS Attitudes--Current as of March 15, 2007 (20 pp) $29.00

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Summary Checklist for Family Limited Partnership Formation and Operations--Current through March 15, 2007 (8 pp) $29.00

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Confronting the Deemed Sale Rule Exposure from FLP Distributions and Related Transfer Considerations--April 25, 2007 (8 pp) $29.00

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Postmortem Planning Considerations: A Review of Income, Gift, and Estate Tax Planning Issues (180 pp) $49.00

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I.R.C. Section 2036 Defenses for the Family Limited Partnership Technique (98 pp) $39.00

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New Opportunities, Strategies, and Defenses (Other Than I.R.C. Section 2036 Defenses) for the Family Limited Partnership Technique (170 pp) $49.00

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Installment Sales to Grantor Trusts (60 pp) $39.00

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The Statute of Limitations and Disclosure Rules for Gifts (42 pp) $29.00

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A Legislative Environmental Scan (46 pp) $29.00

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Life Insurance Planning and Products (40 pp) $29.00

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Foreign Affairs 101: Tax and Estate Planning Issues for U.S. Clients Who Own Foreign Property (100 pp) $39.00

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Planning for Entity Choice after the "Check-the-Box" Regulations (46 pp) $29.00

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Planning for the Deceased or Retired Investment and Professional Partner and S Shareholder (106 pp) $49.00

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Ethical Guidelines for the Estates and Trusts Lawyer: The ACTEC Commentaries on the Model Rules of Professional Conduct (32 pp) $29.00

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Current Issues in Generation-Skipping Tax Planning (62 pp) $39.00

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No Taxpayer Left Behind: Tax-Wise Techniques for Funding Education (183 pp) $49.00

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Coursebook Subscription - Estate Planning
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