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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. CK069

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Coursebook Forms:

Planning with Domestic Asset-Protection Trusts (with Delaware APT Form) (149 pp) $49.00

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Specimen Beneficiary Designation: Drafting for Establishment of Separate Accounts (with Form) (April 2005) (14 pp) $29.00

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Specimen of Distributee Trust (April 2005) (5 pp) $29.00

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Coursebook Papers:

Turning the Tables: When Do the IRS Actuarial Tables Not Apply? (28 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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Planning with Perpetual Dynasty Trusts (102 pp) $49.00

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Planning with Total-Return Trust Statutes (60 pp) $39.00

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Charitable Alternatives (124 pp) $49.00

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Ethical Issues in Practice: Important Fiduciary Litigation (28 pp) $29.00

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Estate Administration: A Review of Income, Gift, and Estate Tax Planning Issues (244 pp) $49.00

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A Legislative Environment Scan (24 pp) $29.00

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Recent Cases Affecting Family Limited Partnerships and LLCs (60 pp) $39.00

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The Statute of Limitations and Disclosure Rules for Gifts (38 pp) $29.00

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Installment Sales to Grantor Trusts (50 pp) $29.00

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The Art of Making Uncle Sam Your Assignee Instead of Your Senior Partner: The Use of Partnerships in Estate Planning (246 pp) $49.00

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Recent Valuation Decisions (18 pp) $29.00

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A Check List Approach in Response to the Trend of Recent Valuation Decisions and IRS Attitudes (12 pp) $29.00

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Confronting the Deemed Sale Rule Exposure from FLP Distributions and Related Transfer Considerations (6 pp)

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

Supplement to Recent Valuation Decisions (8 pp)

No Taxpayer Left Behind: Taxwise Techniques for Funding Education (104 pp) $49.00

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Planning for the Deceased or Retired Investment and Professional Partner and S Shareholder (102 pp) $49.00

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

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Life Insurance Planning and Products (82 pp) $39.00

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Advanced Planning for the Generation-Skipping Transfer Tax in 2005 (212 pp) $49.00

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Asset Protection: Trust Planning (132 pp) $49.00

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Selected Issues in Planning for the Second Marriage (84 pp) $39.00

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

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State Fiduciary Income Tax Issues (24 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 (24 pp) $29.00

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Use of Ancillary Qualified Plans and Deemed IRAs (at No Cost to the Employer) as Alternatives to Employee Lump-Sum Distributions (12 pp) $29.00

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Coursebook Subscription - Estate Planning
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