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Estate Planning in Depth--2004

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; community property; asset protection; disabled and elderly persons; individuals with foreign connections; income taxation of trusts and estates; grantor trusts; valuation principles; QPRTs and GRATs; valuation discounts, including the effects of Strangi; annual exclusion gifts, including the effects of Hackl; using and adjusting exemptions, including ownership of assets, QTIP elections, and disclaimers; and marital and charitable deduction planning. CJ066

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Coursebook Forms:

Planning for Disability (With Sample Living Trust and Will) (51 pp) $39.00

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Flexible Trusts for Uncertain Times (With Sample Trust Provisions and Forms) (77 pp) $39.00

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Coursebook Papers:

Fiduciary Principles of Trust Distributions, Investments, Adjustments, and Conversions (94 pp) $39.00

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Coming Soon to Your State: Community Property (34 pp) $29.00

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Practical Estate Planning for Clients with Noncitizen Spouses (56 pp) $39.00

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Possibilities and Limitations of Asset Protection (130 pp) $49.00

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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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Planning with Grantor Trusts (58 pp) $39.00

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Applying Valuation Discounts to Wealth Transfer Techniques (82 pp) $39.00

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Planning with GRATs and QPRTs (90 pp) $39.00

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Family Partnerships: Valuation and Retained Strings after Strangi (48 pp) $29.00

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Assuring, Salvaging, and Adjusting Exemptions (18 pp) $29.00

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Planning for the Charitable Deduction: Charitable Remainder Trusts and Charitable Lead Trusts (42 pp) $29.00

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The Gift Tax Annual Exclusion: Advanced Topics (48 pp) $29.00

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Coursebook Subscription - Estate Planning
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