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Planning Techniques for Large Estates (limited enrollment)--2005

The topics selected in these materials represent the most difficult challenges in the planning of large estates. The discussions are conducted on a transactional basis, with emphasis on changing factual patterns rather than on bare principles of law or statutory provisions. CL030.

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Coursebook Forms:

Summary Checklist for Family Limited Partnership Formation and Operations (2005) (7 pp) $29.00

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Installment Sales to Grantor Trusts (with Sample Income Tax Reimbursement Provisions) (2005) (50 pp) $39.00

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The Statute of Limitations and Disclosure Rules for Gifts (with Disclosure Checklist) (2005) (30 pp) $29.00

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Planning with Perpetual Dynasty Trusts (with Exempt Dynasty Trust Form) (2005) (133 pp) $49.00

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Coursebook Papers:

Life Insurance Planning and Products (78 pp) $39.00

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Charitable Alternatives (124 pp) $49.00

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Advanced Planning for the Generation-Skipping Transfer Tax in 2005 (212 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 (30 pp) $29.00

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A Legislative Environmental Scan (37 pp) $29.00

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Recent Valuation Decisions (28 pp) $29.00

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Supplement to Recent Valuation Decisions (4 pp)

Planning with Family Limited Partnerships in the Current Environment: A Checklist Approach in Response to the Trend of Recent Valuation Decisions and IRS Attitudes (19 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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A Checklist Approach of Relevant Considerations in Effecting an Installment Sale to a Grantor Trust (7 pp) $29.00

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Family Limited Partnerships: Current Status and New Opportunities (121 pp) $49.00

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Circular 230: Estate Planning Issues (31 pp) $29.00

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Estate Planning and Charitable Planning in a Time of Low Interest Rates: What Works and What Doesn’t? (56 pp) $39.00

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An Introduction to Actuarial Valuations (36 pp) $29.00

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Turning the Tables: When Do the IRS Actuarial Tables Not Apply? (28 pp) $29.00

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Up-To-Date Tax Planning Considerations in Administering the Estate of the Family Business Owner: A Review of Income, Gift, and Estate Tax Planning Issues (170 pp) $49.00

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Asset Protection: Trust Planning (139 pp) $49.00

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Perpetual Dynasty Trusts and Domestic Asset-Protection Trusts (24 pp) $29.00

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No Taxpayer Left Behind: Taxwise Techniques for Funding Education (112 pp) $49.00

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Planning for the Deceased or Retired Investment and Professional Partner and S Shareholder (105 pp) $49.00

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

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Selected Issues in Planning for the Second Marriage (89 pp) $39.00

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State Fiduciary Income Tax Issues (26 pp) $29.00

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Jurisdictional Bases for State Taxation of Trust as a “Resident Trust” (10 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 (23 pp) $29.00

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Specimen Beneficiary Designation: Drafting for Establishment of Separate Accounts (16 pp) $29.00

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Specimen of Distributee Trust (4 pp)

Section 415 Limitation Issues (8 pp) $29.00

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Use of Ancillary Qualified Plans and Deemed IRAs (at No Cost to theEmployer) as Alternatives to Employee Lump-Sum Distributions (10 pp) $29.00

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Planning With Domestic Asset-Protection Trusts (176 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
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