Online CLE | CLE Credits Online | Online CLE Courses | ALI-CLE.org
Online Library

Back to Results Back to Results

Planning Techniques for Large Estates (limited enrollment)--2004

These course materials examine sophisticated issues that practicing lawyers actually face. The topics selected represent the most difficult challenges in the planning of large estates. CK032

Purchase this digital coursebook for: $225.00 Add to Cart

Click here to learn about
Coursebook Subscriptions by Practice Area

Coursebook Forms:

Planning with Perpetual Dynasty Trusts (with Generation-Skipping Trust Form) (100 pp) $39.00

Preview Document (PDF) Add to Cart


Planning with Domestic Asset-Protection Trusts (with Solvency Letter and Irrevocable Trust Agreement Forms) (153 pp) $49.00

Preview Document (PDF) Add to Cart


Coursebook Papers:

7 Ways to Pay; 7 Ways to Play – Big Premiums and How To Pay Them after the Final Split Dollar Regs (20 pp) $29.00

Preview Document (PDF) Add to Cart


Asset Protection Trust Planning (130 pp) $49.00

Preview Document (PDF) Add to Cart


Planning and Drafting for the Generation-Skipping Transfer Tax in 2003 (196 pp) $49.00

Preview Document (PDF) Add to Cart


A Preliminary Look at the GST Tax Guidance Issued in the Summer of 2004 (24 pp) $29.00

Preview Document (PDF) Add to Cart


Internal Revenue Service Predeceased Parent Rule (8 pp)

Charitable Alternatives (138 pp) $49.00

Preview Document (PDF) Add to Cart


Life Insurance: What’s Hot, What’s Not! Recent Cases, Rulings Regs, and Legislation Impacting Life Insurance in Estate, Financial, Business, Employee Benefits, and Charitable Planning (72 pp) $39.00

Preview Document (PDF) Add to Cart


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

Preview Document (PDF) Add to Cart


Keeping Up with the Estate Tax (22 pp) $29.00

Preview Document (PDF) Add to Cart


Recent Cases Affecting Family Limited Partnerships and LLCs (56 pp) $39.00

Preview Document (PDF) Add to Cart


FLPs after Strangi, Stone, Kimbell, and Turner (8 pp) $29.00

Preview Document (PDF) Add to Cart


Recent Valuation Decisions (14 pp) $29.00

Preview Document (PDF) Add to Cart


Planning with Family Limited Partnerships in the Current Environment – A Check List Approach in Response to the Trend of Recent Valuation Decisions and IRS Attitudes (12 pp) $29.00

Preview Document (PDF) Add to Cart


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

Preview Document (PDF) Add to Cart


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

Preview Document (PDF) Add to Cart


Installment Sales to Grantor Trusts (50 pp) $29.00

Preview Document (PDF) Add to Cart


A Check List Approach of Relevant Considerations in Effecting an Installment Sale to a Grantor Trust (6 pp) $29.00

Preview Document (PDF) Add to Cart


No Taxpayer Left Behind: Taxwise Techniques for Funding Education (54 pp) $39.00

Preview Document (PDF) Add to Cart


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

Preview Document (PDF) Add to Cart


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

Preview Document (PDF) Add to Cart


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

Preview Document (PDF) Add to Cart


An Introduction to Actuarial Valuation (36 pp) $29.00

Preview Document (PDF) Add to Cart


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

Preview Document (PDF) Add to Cart


Some Time Value of Money Issues in Estate Planning (24 pp) $29.00

Preview Document (PDF) Add to Cart


Ethical Issues in Practice; Important Fiduciary Litigation (26 pp) $29.00

Preview Document (PDF) Add to Cart


Plan and IRA Distributions: Planning and Drafting Issues and Alternatives (50 pp) $29.00

Preview Document (PDF) Add to Cart


Distribution Planning: Employer and Employee Advantages of Special Purpose Plans and Deemed IRAs (16 pp) $29.00

Preview Document (PDF) Add to Cart


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

Preview Document (PDF) Add to Cart


State Fiduciary Income Tax Issues (32 pp) $29.00

Preview Document (PDF) Add to Cart


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.