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Planning Techniques for Large Estates

Purchase this digital coursebook for: $125.00 Add to Cart

Coursebook Forms:

Specimen of Distributee Trust (2010) (6 pp) $29.00
By Mervin M. Wilf

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Specimen Beneficiary Designation: Drafting for Establishment of Separate Accounts (with Form) (2010) (16 pp) $29.00
By Mervin M. Wilf

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Sample Codicil, addressing 2010 Tax Law Changes (handout) (6 pp) $29.00
By Malcolm A. Moore

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Coursebook Papers:

Table of Contents

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

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

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

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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”) (366 pp) $49.00
By S. Stacy Eastland

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Legislative Outlook (110 pp) $49.00
By Ronald D. Aucutt

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Estate Planning in the Shadow of the One-Year “Repeal” of Estate and GST Tax in 2010 (68 pp) $39.00
By Ronald D. Aucutt Steve R. Akers

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Valuation Developments: Family Limited Partnership Cases and Other Valuation Developments (52 pp) $39.00
By Steve R. Akers

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Recent Valuation Decisions (36 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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Planning With Family Limited Partnerships in the Current Environment: A Checklist Approach in Response to the Trend of Recent Valuation Decisions and IRS Attitudes Current Through March 26, 2010 (22 pp) $29.00
By Byrle M. Abbin

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Installment Sales to Grantor Trusts (66 pp) $39.00
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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Circular 230: Estate Planning Issues (38 pp) $29.00
By Ronald D. Aucutt

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Postmortem Planning Considerations for the Family Business Owner: A Review of Income, Gift, and Estate Tax Planning Issues (208 pp) $49.00
By Steve R. Akers

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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 (32 pp) $29.00
By Jeffrey N. Pennell

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Tax Apportionment (30 pp) $29.00
By Jeffrey N. Pennell

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Perpetual Dynasty Trusts: Tax Planning and Jurisdiction Selection (256 pp) $49.00
By Richard W. Nenno

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Planning and Defending Domestic Asset-Protection Trusts (244 pp) $49.00
By Richard W. Nenno

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

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Ethical Issues in Practice: Important Fiduciary Litigation (34 pp) $29.00
By Bruce S. Ross

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Supplement for Income Tax Problems When the Estate or Trust Is a Partner (handout) (10 pp) $29.00
By Carol Cantrell

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

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

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

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

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Holman v. Commissioner (handout) (24 pp) $29.00
By Steve R. Akers

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