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Advanced Estate Planning Techniques--2005

This annual course of study is designed for experienced trust and estate practitioners. Emphasis is placed on the practical, “how to do it” aspects. The material includes analysis of and planning for other important current advanced estate planning issues. CK059

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Coursebook Forms:

Specimen Beneficiary Designation: Drafting for Establishment of Separate Accounts (with Form) (March 2005) (42 pp) $29.00

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Specimen Distributee Trust (March 2005) (4 pp) $29.00

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Coursebook Papers:

Estate Planning Update (30 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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Reciprocal Trusts Revisited (28 pp) $29.00

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Life Insurance Premiums and How To Pay Them – 7 Ways To Pay and 7 Ways To Play (20 pp) $29.00

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Sophisticated Charitable Giving: Thirteen Charitable Planning Issues (38 pp) $29.00

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Generation-Skipping Planning in Light of EGTRRA (74 pp) $39.00

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Elder Law and Estate Planning: Oil and Vinegar – Elder Law Planning (30 pp) $29.00

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Elder Law and Estate Planning: Oil and Vinegar – What Attorneys Need To Know About Special Needs Trusts (42 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 (9 pp) $29.00

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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
Price: $399.00 Add to Cart

To view a complete list of course materials included in each subscription, click the practice area you are interested in.