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Advanced Estate Planning Techniques--2004

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. CJ060

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Coursebook Forms:

Domestic Partner Life and Estate Planning (with Forms) (0 pp) $29.00

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Coursebook Papers:

New Developments (40 pp) $29.00

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Philanthropy and Private Wealth Planning – What’s Hot and What’s Not (34 pp) $29.00

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Basic U.S. Transfer and Income Tax Rules Applicable to Non-Resident Aliens (36 pp) $29.00

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My Favorite Planning Ideas That I Like To Talk About (102 pp) $39.00

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Various Partnership “Fix-It” Strategies (122 pp) $49.00

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Separate Accounts under the Final §401(a)(9) Regulations – What Works and What Doesn’t (8 pp) $29.00

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Preserving the Designated Beneficiary of a Qualified Retirement Plan or IRA if a Trust is Named as Beneficiary (24 pp) $29.00

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Planning with the Phase-Out of the State Death Tax Credit: Working with the Credit Shelter Bequest after EGTRRA (56 pp) $39.00

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Planning Alternatives for Using Rollovers and/or Transfers Between (to and from) Qualified Plans, IRAs, Section 403(b) Plans and Section 457 Plans (24 pp) $29.00

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Need a Form? Maybe You Should Call the IRS: An Analysis and Annotation of the IRS QPRT and CRT Forms (50 pp) $29.00

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Planning Considerations (Other Than Investments) in Selecting the Section 529 Plan to Accomplish the Purposes of Different Clients: One Size Does Not Fit All (29 pp) $29.00

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Life Settlements, Senior Settlements, and Other Variations on Viatical Sales (0 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
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