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Advanced Estate Planning Techniques--2006

These materials are designed for experienced trust and estate practitioners. Emphasis is placed on the practical, "how to do it" aspects. The materials include analysis of and planning for important current advanced estate planning issues. CL073

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Coursebook Forms:

Planning with Passion: Discerning and Expressing Philanthropic Values (With Checklists) (29 pp) $29.00

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Coursebook Papers:

Table of Contents

Succession Strategies for the Family Business: Planning Issues and Techniques (64 pp) $39.00

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Bankruptcy Abuse Prevention and Consumer Protection Act of 2005: An Estate Planning Overview (16 pp) $29.00

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Drafting for Asset Protection as a Non-Tax Purpose for Creating a Family Limited Partnership or Family Limited Liability Company (52 pp) $39.00

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Consolidating a FLP or FLLC With a Self-Settled Trust to Enhance a Client's Wealth Preservation Strategies (106 pp) $49.00

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New Developments in Charitable Planning (22 pp) $29.00

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Plusses and Minuses of Various Marital Deduction Provisions (20 pp) $29.00

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Attorney Duties to Non-Clients: Lawyer Liability for Damages for Acts of the Fiduciary (12 pp) $29.00

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Planning for Non-Traditional Families (46 pp) $29.00

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Special Considerations in Working with the Elderly Client (16 pp) $29.00

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Frequently Asked Questions Regarding Offshore Wealth Preservation Trusts (24 pp) $29.00

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Avoiding Ethical Dilemmas (65 pp) $39.00

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Coursebook Subscription - Estate Planning
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