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Planning Techniques for Large Estates

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Coursebook Forms:

Installment Sales to Grantor Trusts (62 pp) $39.00
By Ronald D. Aucutt

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Foreign Affairs 101: Tax and Estate Planning for U.S. Clients Who Own Foreign Property (With Certificate for International Will) (100 pp) $39.00
By M. Read Moore

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Current Issues in Generation-Skipping Tax Planning with Sample Allocations and GSTT Plans (March 2008) (62 pp) $39.00
By R. Eric Viehman

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Coursebook Papers:

Table of Contents

Selected Issues in Planning for the Second Marriage (98 pp) $39.00
By Virginia F. Coleman

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State Fiduciary Income Tax Issues (38 pp) $29.00
By Virginia F. Coleman

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Assset Protection Trust Planning (146 pp) $49.00
By Duncan E. Osborne

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IRA and Retirement Plan Distribution Planning: Separate Accounts and Related Planning Alternatives (40 pp) $29.00
By Mervin M. Wilf

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Life Insurance Planning and Products (40 pp) $29.00
By Charles L. Ratner

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Marital Deduction Planning in Uncertain Times (30 pp) $29.00
By Jeffrey N. Pennell

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Tax Apportionment (28 pp) $29.00
By Jeffrey N. Pennell

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Postmortem Planning Considerations: A Review of Income, Gift, and Estate Tax Planning Issues (202 pp) $49.00
By Steve R. Akers

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Perpetual Dynasty Trusts: Tax Planning and Jurisdiction Selection (172 pp) $49.00
By Richard W. Nenno

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Planning and Defending Domestic Asset-Protection Trusts (228 pp) $49.00
By Richard W. Nenno

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A Legislative Environmental Scan (52 pp) $39.00
By Ronald D. Aucutt

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Valuation Issues, Including Planning Considerations for Family Limited Partnerships, Return Preparer Penalties, Defined Value Transfers, and Hot Topics with IRS Estate and Gift Tax Agents (34 pp) $29.00
By Steve R. Akers

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Rector v. Commissioner, TC Memo 2007-367, Judge Laro Finds Implied Agreement Under Section 2036; Applies Section 2036 to the Assets Contributed to the FLP Rather Than to the Gifts of LP Interests Under a 'Single Plan' Analysis; Suggestion that Payment of Estate Taxes Out of Partnership Assets Evidences and Implied Agreement of Retained Enjoyment Under Section 2036 (8 pp) $29.00
By Steve R. Akers

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Mirowski v. Commissioner, T.C. Memo. 2008-74, Court Rejects IRS's Section 2036(a)(1), 2036(a)(2), 2038, and 2035 Arguments (14 pp) $29.00
By Steve R. Akers

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Recent Valuation Decisions (60 pp) $39.00

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Recent Valuation Developments -- Addendum (6 pp) $29.00

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Confronting the Deemed Sale Rule Exposure from FLP Distributions and Related Transfer Considerations (8 pp) $29.00

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Planning with Family Limtied Partnerships in the Current Environment: A Check List Approach in Response to the Trend of Recent Valuation Decisions and IRS Attitudes, Current through March 19, 2008 (20 pp) $29.00

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Summary Checklist for Family Limtied Partnership Formation and Operations, Current through March 19, 2008 (8 pp) $29.00

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Some of the Best Family Limited Partnership Planning Ideas We See Out There (That Also Have the Merit of Playing Havoc With Certain 'Conventional Wisdom') (178 pp) $49.00
By S. Stacy Eastland

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Circular 230: Estate Planning Issues (36 pp) $29.00
By Ronald D. Aucutt

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The Statute of Limitations and Disclosure Rules for Gifts (42 pp) $29.00
By Ronald D. Aucutt

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Income Tax Problems When the Estate or Trust is a Partner (72 pp) $39.00
By Carol Cantrell

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No Taxpayer Left Behind: Tax-Wise Techniques for Funding Education (208 pp) $49.00
By Susan T. Bart

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Comparing S Corporations and Partnerships in Estate Planning (66 pp) $39.00
By Carol Cantrell

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Charitable Alternatives (140 pp) $49.00
By Paul N. Frimmer

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An Introduction to Actuarial Valuations (36 pp) $29.00
By Lawrence P. Katzenstein

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Some Interest-Sensitive Estate Planning Techniques (With an Emphasis on GRATS and QPRTS) (44 pp) $29.00
By Lawrence P. Katzenstein

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Ethical Issues in Practice: Important Fiduciary Litigation (31 pp) $29.00
By Bruce S. Ross

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Guidance on Distribution--Related Provisions Under the Pension Protection Act of 2006 (Handout) (16 pp) $29.00
By Mervin M. Wilf

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Guidance on Distribution--Related Provisions Under the Pension Protection Act of 2006 (Handout) (16 pp) $29.00
By Mervin M. Wilf

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Income Tax Problems When the Estate or Trust is a Partner (Handout) (18 pp) $29.00
By Carol Cantrell

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Comparing S Corporations and Partnerships (Handout) (10 pp) $29.00
By Carol Cantrell

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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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