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Planning Techniques for Large Estates (limited enrollment)--2003

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. CJ036

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Coursebook Forms:

Planning with Perpetual Dynasty Trusts (with Exempt Dynasty Trust Form) (2003) (0 pp) $39.00

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Planning with Domestic Asset Protection Trusts (with Delaware Asset Protection Trust Form) (2003) (0 pp) $49.00

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

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Coursebook Papers:

Selected Issues in Planning for the Second Marriage (88 pp) $39.00

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State Fiduciary Income Tax Issues (30 pp) $29.00

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Charitable Alternatives (136 pp) $49.00

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Who’s the Client? Ethics for Trust and Estate Counsel (28 pp) $29.00

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Planning with Total Return Trust Statutes (52 pp) $29.00

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Generation-Skipping Transfer Tax Planning in 2003 (196 pp) $49.00

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Creative Uses of Life Insurance in Estate Planning (46 pp) $29.00

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Life Insurance: Recent Cases, Rulings, Legislation — Tax Traps and Planning Opportunities (70 pp) $39.00

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Estate Administration – Practical Planning Concerns and Opportunities (264 pp) $49.00

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Keeping Up with the Estate Tax (25 pp) $29.00

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Is Valuation the Best Planning Game Remaining? Part I – 1990s (140 pp) $49.00

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Is Valuation the Best Planning Game Remaining? Part II – 2000-2003 (85 pp) $39.00

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A Check List Approach in Response to the Trend of Recent Valuation Decisions and IRS Attitudes (9 pp) $29.00

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Asset Protection: Trust Planning (119 pp) $49.00

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Estate Planning and Charitable Planning in a Time of Low Interest Rates: What Works and What Doesn’t? (57 pp) $39.00

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Some Time Value of Money Issues in Estate Planning (21 pp) $29.00

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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 (46 pp) $29.00

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New Strategies for Transferring Wealth and Minimizing Income Taxes after the 2003 Tax Act, Including Funding of Educational Expenses (66 pp) $39.00

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Open Issues Concerning QTPs (32 pp) $29.00

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Planning for Entity Choice after the “Check-the-Box” Regulations (39 pp) $29.00

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Planning for the Deceased or Retired Investment and Professional Partner and S Shareholder (93 pp) $39.00

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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

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