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Planning Techniques for Large Estates (limited enrollment)--2002

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.

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Coursebook Forms:

The Need To Customize Beneficiary Designations for Plan and IRA Proceeds (with Specimen Beneficiary Designation) (2002) (0 pp) $29.00

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The Statute of Limitations and Disclosure Rules for Gifts (with Disclosure Checklist) (2002) (0 pp) $29.00

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Asset Protection Planning with the Offshore Trust (with Forms) (0 pp) $49.00

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Coursebook Papers:

Selected Issues in Planning for the Second Marriage (0 pp) $39.00

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State Fiduciary Income Tax Issues (0 pp) $29.00

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Tax Planning for Funding Educational Expenses: Section 529 Plans – Update and Planning Alternatives (Excluding Investments) (0 pp) $29.00

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Separate Account Provisions of the Final Regulations Under § 401(a)(9) (0 pp) $29.00

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Charitable Alternatives (0 pp) $39.00

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Ethical Guidelines for the Estates and Trusts Lawyer: The ACTEC Commentaries on the Model Rules of Professional Conduct and Notes on Ethics 2000 (0 pp) $29.00

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Estate Administration – Practical Planning Concerns and Opportunities (0 pp) $49.00

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Estate Planning under the 2001 Tax Act — Planning and Drafting Strategies in an Uncertain Environment (0 pp) $39.00

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Is Valuation the Best Planning Game Remaining? Part I – 1990s (0 pp) $49.00

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Is Valuation the Best Planning Game Remaining, or ‘The Controversy Over Valuation Controversies’ Part II – Summary Digest (0 pp) $29.00

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Is Valuation the Best Planning Game Remaining? Part III – 2000-2002 (0 pp) $39.00

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Planning and Drafting Strategies after the Economic Growth and Tax Relief Reconciliation Act of 2001 (0 pp) $29.00

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Installment Sales to Grantor Trusts (0 pp) $29.00

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Family Limited Partnerships; Planning and Drafting for Discounted Gifting: Is the Battle in the Courts at an End? (0 pp) $49.00

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Planning for the Deceased or Retired Investment and Professional Partner and S Shareholder (0 pp) $39.00

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Planning for Entity Choice after the “Check-the-Box” Regulations (0 pp) $29.00

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An Introduction to Actuarial Science (0 pp) $29.00

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Estate Planning in a Time of Low Interest Rates (0 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

To view a complete list of course materials included in each subscription, click the practice area you are interested in.