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Planning Techniques for Large Estates

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Coursebook Forms:

Estate Planning and Administration for S Corporations (With Sample QSST Election) (58 pp) $39.00
By Carol Cantrell

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Coursebook Papers:

Table of Contents

Asset Protection Trust Planning (166 pp) $49.00
By Duncan E. Osborne

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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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An Introduction to Actuarial Valuations for Estate Planners (34 pp) $29.00
By Lawrence P. Katzenstein

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Some Interest-Sensitive Estate Planning Techniques (With An Emphasis on GRATS and QPRTS) and a Look at the Proposed Legislation (62 pp) $39.00
By Lawrence P. Katzenstein

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Perpetual Dynasty Trusts: Tax Planning and Jurisdiction Selection (266 pp) $49.00
By Richard W. Nenno

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Planning and Defending Domestic Asset-Protection Trusts (278 pp) $49.00
By Richard W. Nenno

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Insurance Policy Management (52 pp) $39.00
By Charles L. Ratner

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Current Issues in Generation-Skipping Tax Planning (72 pp) $39.00
By R. Eric Viehman

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The ACTEC Commentaries on The Model Rules of Professional Conduct (34 pp) $29.00
By Bruce S. Ross

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Family Limited Partnerships – Current Status and New Opportunities (58 pp) $39.00
By Stephanie Loomis-Price

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Business Succession Planning (38 pp) $29.00
By Louis A. Mezzullo

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Post Mortem Planning – It’s Not Too Late to Plan: A Review of Income, Gift and Estate Tax Planning Issues (92 pp) $39.00
By Steve R. Akers

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Carryover Basis Guidance: Notices 2011-66 and 2011-76 and Revenue Procedure 2011-41 (38 pp) $29.00
By Steve R. Akers

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New Proposed Regulations under §67(e); Expenses of Trusts and Estates That are Subject to the “2% Floor” on Deductions (September 7, 2011) (12 pp) $29.00
By Steve R. Akers

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Estate Tax Changes Past, Present and Future (106 pp) $49.00
By Ronald D. Aucutt

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Giustina v. Commissioner, T.C. Memo. 2011-41 June 22, 2011) (10 pp) $29.00
By Steve R. Akers

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Turner v. Commissioner, T.C. Memo. 2011-209 (August 30, 2011) (20 pp) $29.00
By Steve R. Akers

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Hendrix v. Commissioner, T.C. Memo 2011-133 (June 15, 2011) (12 pp) $29.00
By Steve R. Akers

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Petter v. Commissioner, 108 AFTR 2d 2011-5593 (August 3, 2011) (4 pp) $29.00
By Steve R. Akers

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Discount for Lack of Marketability: Job Aid for IRS Valuation Professionals (116 pp) $49.00
By Ronald D. Aucutt

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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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Income Tax Problems When the Estate or Trust Is a Partner (76 pp) $39.00
By Carol Cantrell

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You Made It! Now What? Hot Topics in Planning for the Effective Disposition of Qualified Plans and IRAs (134 pp) $49.00
By Kathleen R. Sherby

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

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Marital Deduction Planning in Uncertain Times (36 pp) $29.00
By Jeffrey N. Pennell

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Preface: Marital Deduction Planning in 2011 and 2012 (6 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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Protective Claim for Refund Procedures for Section 2053 Claims, Rev. Proc. 2011-48, 2011-42 IRB 527 (October 14, 2011) (10 pp) $29.00
By Steve R. Akers

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Valuation Panel: Defining Defined Value Transactions (14 pp) $29.00
By Stephanie Loomis-Price

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Circular 230: Estate Planning Issues (38 pp) $29.00
By Ronald D. Aucutt

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Table of Contents (14 pp)