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Advanced Estate Planning Techniques

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Coursebook Papers:

Table of Contents

Section 529 Plans (50 pp) $29.00
By Susan T. Bart

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Numbers Matters: The Mathematics of Estate Planning (38 pp) $29.00
By Lawrence P. Katzenstein

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Recent Cases, Rulings, Regs, and Legislation Impacting on Life Insurance in Estate, Financial, Business, Employee Benefits, Charitable, and Divorce Planning (136 pp) $49.00
By Stephan R. Leimberg, Esquire

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Estate Planning During Turbulent Times (28 pp) $29.00
By David Pratt, Esquire

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Renegotiating The Irrevocable Trust: Amending, Decanting, and Judicially Modifying (16 pp) $29.00
By Patricia H. Char

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Drafting Charitable Lead Trusts and A Look At the New IRS Forms (22 pp) $29.00
By Lawrence P. Katzenstein

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Planning in Decoupled States (40 pp) $29.00
By Susan T. Bart

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Update On Use of Family Limited Partnerships and Discount Planning (174 pp) $49.00
By David Pratt, Esquire

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Stranger Originated Life Insurance (STOLI): What Counsel (and What Every Advisor) Must Absolutely Positively Know! (64 pp) $39.00
By Stephan R. Leimberg, Esquire

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Emerging Issues For Fiduciaries (29 pp) $29.00
By Patricia H. Char

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What's HOT? What's NOT? Recent Cases, Rulings, Legislation Involving Life Insurance in Estate, Business, Employee Benefit, and Charitable Planning-Supplemental Material (56 pp) $39.00
By Stephan R. Leimberg, Esquire

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Stranger Owned Life Insurance - What Counsel Needs to Know-Supplemental Material (60 pp) $39.00
By Stephan R. Leimberg, Esquire

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Renegotiating the Irrevocable Trust-Supplemental Material (6 pp) $29.00
By Patricia H. Char

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Emerging Issues for Fiduciarits-Supplemental Material (20 pp) $29.00
By Patricia H. Char

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Advanced Estate Planning Techniques: Important New Developments-Supplemental Material (48 pp) $29.00
By Joy M. Miyasaki

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Course Materials Subscription

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Coursebook Subscription - Estate Planning
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