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Advanced Essentials of
Private Wealth Planning

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Coursebook Papers:

Recent Wealth Transfer Developments (102 pp) $49.00
By Jeffrey N. Pennell

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State Law Current Developments: Estate and Gift Tax Developments, Estate Tax Problems When the State Exemption Is Less Than the Federal Estate Tax Exemption, Portability, Decanting, Asset Protection, Total Return Legislation and More (70 pp) $39.00
By Sharon L. Klein

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The Financial Action Task Force and the Good Practices Guidance (84 pp) $39.00
By John A. Terrill, II

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Circular 230 — A Refresher (16 pp) $29.00

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Treasury Proposed Regulations (REG-138367-06) Modifying Standards for Written Advice, Practice Before the IRS (16 pp) $29.00
By Edward J. Beckwith

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The Most Compelling Planning Opportunities Today: Take These Two and Call Me in 2013 (and Other Alternative Remedies) (76 pp) $39.00
By Paul S. Lee

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Getting Family Business Owners Off the Dime: How to Get Them Started on Estate and Business Succession Planning (32 pp) $29.00
By Eric A. Manterfield

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Grantor Trusts: Now You See Them, Now You Don't (22 pp) $29.00

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What's So Foreign about Planning for Clients with Assets or Beneficiaries Abroad? (18 pp) $29.00
By Stanley A. Barg

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Down the Rabbit Hole and Through the Looking Glass: The Wonderland of Trust Situs and Governing Law (92 pp) $39.00
By Margaret E. W. Sager, Esquire

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Life Insurance — An Owner's Manual for Uncertain Times (12 pp) $29.00

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Legislative Outlook After the 2012 Election (34 pp) $29.00
By Ronald D. Aucutt

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Take These Two and Call Me in 2013 & Other Alternative Remedies for Wealth Transfer (54 pp) $39.00
By Paul S. Lee

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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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