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Estate Planning in Depth--2005

Presented at an advanced level, these materials emphasize the drafting and administration of trusts and systematically examine nontax principles and income and transfer tax foundations. Areas of concentration include fiduciary principles; planning for disabled and elderly persons; fix-ups of irrevocable estate plans; income taxation of trusts and estates; lifetime wealth transfer trategies; flexible dispositive and administrative provisions; planning for non-citizens resident in the U.S.; family partnerships; valuation principles; testamentary wealth transfer strategies; tax apportionment; planning for the surviving spouse; planning for separation and divorce; planning and drafting premarital agreements; planning for the charitable deduction; planning for alternative lifestyles; special planning for interests in qualified plans and IRAs; and ethics problems for estate planners. CK093

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Coursebook Forms:

Planning for Disability (with Forms), Including Will, Trusts, and Related Documents (66 pp) $39.00

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Coursebook Papers:

Fiduciary Principles of Trust Distributions, Investments, Adjustments, and Conversions (65 pp) $39.00

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Fix-Ups of Estate Plans after They Have Become Irrevocable (40 pp) $29.00

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Current Issues Regarding Income Taxation of Outright Gifts, Non-Grantor Domestic Trusts, Estates and Beneficiaries (60 pp) $39.00

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Lifetime Wealth Transfer Strategies that Need Not Incur Liability for Transfer Tax – GRATs, Sales to Grantor Trusts, Defined Value Clauses, Inter Vivos QTIP Trusts, and Charitable Lead Trusts (81 pp) $39.00

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Flexible Trusts and Estates for Uncertain Times (154 pp) $49.00

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Practical Estate Planning for Noncitizens Who Reside in the United States (130 pp) $49.00

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Update of Planning Issues for Family Limited Partnerships (117 pp) $49.00

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Valuation Discounts (84 pp) $39.00

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Estate Planning for the Surviving Spouse (37 pp) $29.00

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Divorce and Taxes – Selected Issues (100 pp) $39.00

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Planning and Drafting Premarital Agreements (28 pp) $29.00

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Planning for the Charitable Deduction: Charitable Remainder Trusts and Charitable Lead Trusts (40 pp) $29.00

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Estate Planning for the Unmarried Couple/Non-Traditional Family (54 pp) $39.00

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Special Planning for Interests in Qualified Plans and IRAs (202 pp) $49.00

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Coursebook Subscription - Estate Planning
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