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Advanced Estate Planning Techniques

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Coursebook Papers:

Table of Contents

Portability, Postmortem Planning, and Using a Married Couple's 'Extra' $8 Million Exclusion Amount During 2012 (36 pp) $29.00
By Domingo P. Such, III

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Bullet-Proofing the Estate Plan: Review of Recent Fiduciary Litigation (54 pp) $39.00
By Dana G. Fitzsimons, Jr.

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The Value of Valuation: How To Read and Critique a Valuation Report (30 pp) $29.00
By Stephanie Loomis-Price

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Ethical Quandaries: What Every Professional Should Know About Diffusing Ethical Conflicts and Reducing Litigation Exposure When Acting as Trustee or Advisor to Trustees (64 pp) $39.00
By Sharon L. Klein

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Taxes and Estate Planning for Divorce Selected Issues (104 pp) $49.00
By Carlyn S. McCaffrey

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Some Observations on Charitable Gifts of Unusual Assets (30 pp) $29.00
By Lawrence P. Katzenstein

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Premium Financing: Split Dollar Loans and Split Dollar Economic Benefit Arrangements (94 pp) $39.00
By Mary Ann Mancini

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Tales from the Crypt: A Review of Past Mistakes by Attorneys, Accountants, Trust Officers and Other Estate Planning Professionals (66 pp) $39.00
By Charles D. ("Skip") Fox, IV

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Special Needs Trusts: Reflections on Common Boilerplate Provisions (48 pp) $29.00
By Jeffrey N. Pennell

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Premium Financing Technqiues (16 pp) $29.00
By Mary Ann Mancini

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Portability, Postmortem Planning, and Using a Married Couple's 'Extra' $8 Million Exclusion Amount during 2012 (78 pp) $39.00
By Domingo P. Such, III

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The risks and rewards of using lifetime exemptions today (16 pp) $29.00
By Domingo P. Such, III

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Table of Contents (10 pp)

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

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