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Sophisticated Estate Planning Techniques

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Coursebook Forms:

Donor Centered Philanthropy Study Materials (112 pp) $49.00

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Engagement Letters - A Guide for Practitioners (With Sample Forms) (116 pp) $49.00

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Coursebook Papers:

Table of Contents

Recent Wealth Transfer Tax Developments (72 pp) $39.00
By Jeffrey N. Pennell

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Preserving Family Assets: The Marriage of Estate Planning and Charitable Giving (146 pp) $49.00
By Turney P. Berry, Esquire

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Charitable and Tax Exempt Matters (48 pp) $29.00
By Turney P. Berry, Esquire

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Planning for Clients with Assets in Multiple States or Adventures in Multi-State Planning in the Era of Decoupling (18 pp) $29.00
By Virginia F. Coleman

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Planning for Private Equity Professionals (44 pp) $29.00
By Marc J. Bloostein

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Special Distribution Options Available to Spouse as Beneficiary of a Qualified Retirement Plan or IRA (12 pp) $29.00
By Virginia F. Coleman

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Preserving the 'Designated Beneficiary' if a Trust is Named as Beneficiary of a Qualified Plan or IRA (40 pp) $29.00
By Virginia F. Coleman

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Separate Accounts (8 pp) $29.00
By Virginia F. Coleman

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Notice 2008-13: Interim Guidance on Tax Return Preparation and Advice (18 pp) $29.00

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Proposed Tax Return Preparer Penalty Regulations: A Comparison with Existing Guidance (8 pp) $29.00

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Circular 230 and Preparer Penalties: Evil Siblings for Practitioners (10 pp) $29.00

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What if FATF Rules Our Practice: A Brave New World for Private Wealth Attorneys (22 pp) $29.00
By Duncan E. Osborne

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Private Trust Companies and Family Offices: What Every Estate Planner Needs to Know (36 pp) $29.00

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Irrevocable Trusts under Attack: the Domestic Relations Angle (41 pp) $29.00
By Daniel S. Rubin, Esquire

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Giving Your Trust a Facelift: Modification and Change of Situs-Supplemental Material (84 pp) $39.00

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Planning for Private Equity Professionals-Supplemental Material (42 pp) $29.00
By Marc J. Bloostein

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Engagement Letters and Ethics--How to Protect Your Client and Yourself-Supplemental Material (8 pp) $29.00
By Cynda Ottaway

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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.