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Advanced Estate Planning Practice Update-Spring 2007

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Coursebook Papers:

Table of Contents

WASHINGTON UPDATES (12 pp) $29.00
By Ellen K. Harrison, Esquire

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INTERNAL REVENUE SERVICE ISSUES PROPOSED REGULATIONS UNDER SECTION 2053 ON POST-DEATH EVENTS (6 pp) $29.00
By Lawrence P. Katzenstein

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IRS ISSUES HELPFUL RULING ON TRANSFER FOR VALUE AND GRANTOR TRUSTS REV. RUL. 2007-13 (4 pp) By Lawrence P. Katzenstein

When Is a Trust’s Payment to a Charity “Pursuant to the Governing Instrument”? (6 pp) $29.00
By Carlyn S. McCaffrey, Esquire

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Case Law Developments under Uniform State Laws: Fiduciary Duty to Diversify Under the Uniform Principal and Income Act (6 pp) $29.00
By Judith W. McCue, Esquire

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Tax-Strategy Patent Developments (6 pp) $29.00
By Judith W. McCue, Esquire

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