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Advanced Estate Planning Practice Update - Fall 2007

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Coursebook Papers:

Table of Contents

State Death Tax Developments (4 pp) $29.00
By Robert C. Pomeroy, Esquire

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Selected Recent Developments (8 pp) $29.00
By Monica Dell'Osso, Esquire

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Recent Guidance (50 pp) $29.00
By Catherine V. Hughes, Esquire

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Comments of the American College of Trust and Estate Counsel on Proposed Regulations issued on the Application of Sections 2036 and 2039 to Grantor Retained Interest Trusts (REG-1 19097-05) on June 7 2007 (12 pp) $29.00
By Lawrence P. Katzenstein, Esquire

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Further Reflections on Proposed 2036 and 2039 Regulations (8 pp) $29.00
By Lawrence P. Katzenstein, Esquire

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Important New Charitable Gift Annuity Ruling (12 pp) $29.00
By Lawrence P. Katzenstein, Esquire

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IRS Goes Off the Track in a Ruling Dealing with Early Termination of a Charitable Remainder Trust (12 pp) $29.00
By Lawrence P. Katzenstein, Esquire

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A State Court Has Held That A Corporate Trustee Does Not Have A Duty To Transfer Marketable Securities Held In A QTIP Trust To A Family Limited Partnership (10 pp) $29.00

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Knight, Trustee of the William L. Rudkin Testamentary Trust v. Commissioner – Links to briefs (3 pp) $29.00

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