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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. CJ073

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Coursebook Forms:

Creative Uses of Life Insurance in Estate Planning (with Life Insurance Due Diligence Checklists) (0 pp) $29.00

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Planning with Domestic Asset Protection Trusts (with Delaware Asset Protection Trust Form) (2004) (0 pp) $49.00

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Planning with Perpetual Dynasty Trusts (with Exempt Dynasty Trust Form) (2004) (0 pp) $39.00

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Planning with Section 104 of the 1997 Uniform Principal and Income Act and Total Return Trust Statutes (0 pp) $29.00

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Plan an IRA Distribution: Planning and Drafting Issues and Alternatives (with Specimen Beneficiary Designation Forms) (0 pp) $29.00

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Coursebook Papers:

Charitable Alternatives (136 pp) $49.00

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Planning for Entity Choice after the “Check-the-Box” Regulations (44 pp) $29.00

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Planning for the Deceased or Retired Investment and Professional Partner and S Shareholder (100 pp) $39.00

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

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Cottage Savings is a Loss to Trust Beneficiaries (52 pp) $29.00

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Life Insurance: Recent Cases, Rulings, Legislation – Tax Traps and Planning Opportunities (56 pp) $39.00

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Estate Administration: A Review of Income, Gift, and Estate Tax Planning Issues (276 pp) $49.00

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Formula Valuation and Defined Value Clauses (22 pp) $29.00

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Valuation Update for Family Limited Partnerships and Responding to the Section 2036(a)(2) Claims (112 pp) $49.00

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Keeping Up with the Estate Tax (20 pp) $29.00

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Is Valuation the Best Planning Game Remaining? (36 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 (232 pp) $49.00

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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 (48 pp) $29.00

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Asset Protection: Trust Planning (130 pp) $49.00

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State Fiduciary Income Tax Issues (30 pp) $29.00

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

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An Introduction to Actuarial Science (36 pp) $29.00

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Actuarial Valuation Potpourri (6 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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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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Who’s the Client? Ethics for Trust and Estate Counsel (34 pp) $29.00

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New Strategies for Transferring Wealth and Minimizing Income Taxes in 2004, Including Funding of Educational Expenses (106 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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