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Sophisticated Estate Planning Techniques

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Coursebook Forms:

Formula Fantasy: Can Your Formula Clause Save You in 2010 and Beyond (With Sample Estate Planning Formula Clauses) (92 pp) $39.00
By Diana S. C. Zeydel, Esquire

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Coursebook Papers:

Table of Contents

Estate Planning in 2010 and Beyond: Now What? (78 pp) $39.00
By Steve R. Akers

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Random Thoughts on Planning/Coping During the Gap Year (12 pp) $29.00
By Virginia F. Coleman

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What Every Estate Planner Needs to Know About Medicare (56 pp) $39.00
By Diane F. Paulson

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Roth IRAs: Conversions, Recharacterizations, Reconversions and Other Selected Topics (50 pp) $29.00
By Alvin J. Golden, Esquire

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Retirement Benefits and Creditor’s Rights (22 pp) $29.00
By Alvin J. Golden, Esquire

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Roth IRA Conversions: A Financial Analysis (58 pp) $39.00
By Thomas J. Pauloski

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Selecting the Best Charitable Donee: Public Charity, Donor Advised Fund or Private Foundation (58 pp) $39.00
By Edward Jay Beckwith Turney P. Berry, Esquire

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Recent Wealth Transfer Developments (70 pp) $39.00
By Jeffrey N. Pennell

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Not So Fast: Drafting, Planning, and Litigating No Contest Clauses (68 pp) $39.00
By T. Jack Challis

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Getting Family Business Owners Off the Dime: How to Get Them Started On Estate and Succession Planning (36 pp) $29.00
By Eric A. Manterfield

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Getting the Family Business Ready to Sell (124 pp) $49.00
By Myron E. Sildon, Esquire

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Dealing with Divorce and Non-Traditional Relationships in the Family Business (36 pp) $29.00
By Myron E. Sildon, Esquire

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Business Succession Planning in Uncertain Economic Times - Other Materials (16 pp) $29.00
By Eric A. Manterfield Myron E. Sildon, Esquire

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Ethical Considerations When Representing the Elderly Client (18 pp) $29.00
By Ann N. Butenhof

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Net Gift Strategy as Alternative to Installment Sale to Grantor Trust or Other Planning Strategies (handout) (6 pp) $29.00
By Steve R. Akers

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Medicare Part D Cost Sharing for 2011 (handout) (6 pp) $29.00
By Diane F. Paulson

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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.