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Estate Planning in Depth--2006

Presented at an advanced level and comprising 37 full hours of instruction, this annual course of study considers significant aspects of estate planning. This year’s areas of concentration include: Audits and Controversies; Estate Planning for the Surviving Spouse; Ethics Problems for Estate; Planners (90 minutes); Fiduciary Principles of Trust Distributions, Investments, Adjustments, and Conversions; Flexible Dispositive and Administrative Provisions; Infusion of Even More Flexibility: Trust Protectors and Powers of Amendment; Fundamentals of Grantor Trusts; Funding of Education; Income Taxation of Outright Gifts, Nongrantor Trusts, Estates, and Beneficiaries; In-Depth Planning for the Charitable Deduction; Lifetime Wealth Transfer Strategies that Need Not Incur Liability for Transfer Tax; Planning for Asset Protection, Including the Effect of the 2005 Bankruptcy Act; Planning for Disabled and Elderly Persons; Planning for Second Homes; Premarital and Postmarital Agreements; Special Planning for Interests in Qualified Plans and IRAs; Tax Apportionment; Testamentary Wealth Transfer Strategies CL092

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Coursebook Forms:

Flexible Trusts and Estates for Uncertain Times (with Sample Trust Provisions) (141 pp) $49.00

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Now That You Have It -- What Do You Do With It?: Planning for the Effective Disposition of Qualified Plans and IRAs (with Sample Custodial Agreement Addendum) (87 pp) $39.00

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Coursebook Papers:

Table of Contents

Planning for Disability (68 pp) $39.00

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Income Tax-Related Issues Impacting Gifts, Decedents, Survivors, Estates, Trusts and Beneficiaries (130 pp) $49.00

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Fundamentals of Grantor Trusts (56 pp) $39.00

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Fiduciary Principles of Trust Distributions, Investments, Adjustments and Conversions (62 pp) $39.00

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Running the Numbers: An Economic Analysis of GRATs and QPRTs (38 pp) $29.00

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A Planned Giving Primer (26 pp) $29.00

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Charitable Remainder Trusts: Charity Can Begin at Home (42 pp) $29.00

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A Potpourri of Charitable Planning Tricks and Traps (46 pp) $29.00

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Selected Post Mortem Fiduciary Income Tax Issues Involving Charitable Distributions (8 pp) $29.00

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Selected Procedural Issues in Estate and Gift Tax Controversies (48 pp) $29.00

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Estate Planning for the Surviving Spouse (38 pp) $29.00

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Planning and Drafting Premarital Agreements (32 pp) $29.00

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It's Not Just About Credit Card Debt! Domestic Asset Protection in the New Millennium (or at least after the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005) (100 pp) $39.00

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Joint Ownership and Use: Keeping the Cabin in the Family (36 pp) $29.00

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Funding of Education (169 pp) $49.00

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Course Materials Subscription

Purchase a course materials subscription and get this book and many more for one low price. The above course materials are part of the following Practice Area subscriptions:

Coursebook Subscription - Estate Planning
Price: $399.00 Add to Cart

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