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Planning Techniques for Large Estates

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Coursebook Papers:

Table of Contents

Asset Protection: Trust Planning (150 pp) $49.00
By Duncan E. Osborne

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Selected Issues in Planning for the Second Marriage (102 pp) $49.00
By Virginia F. Coleman

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State Fiduciary Income Tax Issues (30 pp) $29.00
By Virginia F. Coleman

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Charitable Alternatives (124 pp) $49.00
By Paul N. Frimmer

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Perpetual Dynasty Trusts: Tax Planning and Jurisdiction Selection (260 pp) $49.00
By Richard W. Nenno

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Planning and Defending Asset-Protection Trusts (290 pp) $49.00
By Richard W. Nenno

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Life Insurance Planning and Products (26 pp) $29.00
By Charles L. Ratner

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Family Limited Partnership: Current Status and New Opportunities (306 pp) $49.00
By S. Stacy Eastland

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IRA and Retirement Plan Distribution Planning: Separate Accounts and Related Planning Alternatives (22 pp) $29.00
By Mervin M. Wilf

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Specimen Beneficiary Designation: Drafting for Establishment of Separate Accounts (18 pp) $29.00
By Mervin M. Wilf

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Specimen of Distributee Trust (6 pp) $29.00
By Mervin M. Wilf

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Nonspousal Rollover Issues for 2009 (14 pp) $29.00
By Mervin M. Wilf

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Ethical Issues in Practice: Important Fiduciary Litigation (32 pp) $29.00
By Bruce S. Ross

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Legislative Outlook (68 pp) $39.00
By Ronald D. Aucutt

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Recent Valuation Decisions (76 pp) $39.00
By Byrle M. Abbin

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Valuation Update (4 pp) $29.00
By Byrle M. Abbin

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Planning with Family Limited Partnerships in the Current Environment — A Check List Approach in Response to the Trend of Recent Valuation Decisions and IRS Attitudes: Current Through October 5, 2009 (22 pp) $29.00
By Byrle M. Abbin

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Confronting the Deemed Sale Rule Exposure From FLP Distributions and Related Transfer Considerations (8 pp) $29.00
By Byrle M. Abbin

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Estate of Malkin v. Commissioner, T.C. Memo. 2009-212 (September 16, 2009)-IRS Defeats Aggressive FLP Planning: Issues Involving §2036, Indirect Gifts, and Sham Sales and Loans (12 pp) $29.00
By Steve R. Akers

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Summary of Linton, Heckerman, Pierre and Keller Cases (28 pp) $29.00
By Steve R. Akers

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Postmortem Planning Consideration for the Family Business Owner: A Review of Income, Gift, and Estate Tax Planning Issues (210 pp) $49.00
By Steve R. Akers

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

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Supplement to Actuarial Outline – New Tables Effective May 1, 2009 (6 pp) $29.00
By Lawrence P. Katzenstein

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Some Interest-Sensitive Estate Planning Techniques (with an Emphasis on GRATS and QPRTS) (56 pp) $39.00
By Lawrence P. Katzenstein

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Circular 230: Estate Planning Issues (38 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 (74 pp) $39.00
By Carol Cantrell

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Estate Planning and Administration for S Corporations (60 pp) $39.00
By Carol Cantrell

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Installment Sales to Grantor Trusts (60 pp) $39.00
By Ronald D. Aucutt

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No Taxpayer Left Behind: Tax-Wise Techniques for Funding Education (108 pp) $49.00
By Susan T. Bart

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Tax and Estate Planning Issues for U.S. Clients Who Own Foreign Property (140 pp) $49.00
By M. Read Moore

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

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Tax Apportionment (32 pp) $29.00
By Jeffrey N. Pennell

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Jurisdictional Bases for State Taxation of Trust as a 'Resident Trust'-supplemental material (10 pp) $29.00
By Virginia F. Coleman

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Perpetual Dynasty Trusts: Tax Planning and Jurisdictional Selection-corrected footnotes-supplemental material (246 pp) $49.00
By Richard W. Nenno

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Planning and Defending Domestic Asset-Protection Trusts-corrected footnotes-supplemental material (272 pp) $49.00
By Richard W. Nenno

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Current Issues in Generation-Skipping Tax Planning-suplemental material (62 pp) $39.00
By R. Eric Viehman

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Estate Planning and Administration for S Corporations-supplemental material (18 pp) $29.00
By Carol Cantrell

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Income Tax Problems When the Estate or Trusts is a Partner-supplemental material (34 pp) $29.00
By Carol Cantrell

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Supplement to: Income Tax Problems When the Estate or Trust is a Partner-supplemental material (10 pp) $29.00
By Carol Cantrell

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Supplement to: Income Tax Problems When the Estate or Trust is a Partner-supplemental material-9 page version (14 pp) $29.00
By Carol Cantrell

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