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Planning Techniques for Large Estates (limited enrollment)--2006

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. CL078

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Table of Contents

Life Insurance Planning and Products (32 pp) $29.00

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Planning for Existing Split Dollar Plans (42 pp) $29.00

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Charitable Alternatives (122 pp) $49.00

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

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Asset Protection: Trust Planning (140 pp) $49.00

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A Legislative Environmental Scan (40 pp) $29.00

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Recent Valuation Decisions (32 pp) $29.00

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Summary Checklist for Family Limited Partnership Formation and Operations (8 pp) $29.00

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A Check List Approach in Response to the Trend of Recent Valuation Decisions and IRS Attitudes - Current as of March 10, 2006 (20 pp) $29.00

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Confronting the Deemed Sale Rule Exposure from FLP Distributions and Related Transfer Considerations (8 pp) $29.00

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Family Limited Partnerships: Current Status and New Opportunities (194 pp) $49.00

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Recent Cases Affecting Family Limited Partnerships and LLCs (22 pp) $29.00

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Installment Sales to Grantor Trusts (50 pp) $29.00

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A Check List Approach of Relevant Considerations in Effecting an Installment Sale to a Grantor Trust (6 pp)

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

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An Introduction to Actuarial Valuations (36 pp) $29.00

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Circular 230: Estate Planning Issues (30 pp) $29.00

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

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Postmortem Planning Considerations: A Review of Income, Gift, and Estate Tax Planning Issues (158 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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Perpetual Dynasty Trusts and Domestic Asset-Protection Trusts PowerPoint Slides (18 pp) $29.00

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Planning for the Deceased or Retired Investment and Professional Partner and S Shareholder (106 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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No Taxpayer Left Behind: Tax-Wise Techniques for Funding Education (174 pp) $49.00

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Selected Issues in Planning for the Second Marriage (92 pp) $39.00

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State Fiduciary Income Tax Issues (34 pp) $29.00

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Distributions (50 pp) $29.00

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Foreign Affairs 101: Tax and Estate Planning for U.S. Clients Who Own Foreign Property (101 pp) $49.00

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Qualified Plan and IRA Distributions: the Need to Customize IRAs; Benefits of Using Separate Accounts (50 pp) $29.00

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