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Planning Techniques for Large Estates

Purchase this digital coursebook for: $295.00 Add to Cart

Coursebook Papers:

Planning for Married Clients: Charting in a Path with Portability and the Marital Deduction (76 pp) $39.00
By Melissa J. Willms Mickey R. Davis

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All About That Basis: How Income Taxes Have Reshaped Estate Planning (38 pp) $29.00
By Melissa J. Willms Mickey R. Davis

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I Could Tell You, But Then I'd Have to Kill You: Ethics and Privileges in the Estate Planning Context (18 pp) $29.00
By Stephanie Loomis-Price

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Post Mortem Planning-It's Not Too Late to Plan: A Review of Income, Gift and Estate Tax Planning Issues and Strategies (142 pp) $49.00
By Steve R. Akers

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Generation-Skipping Transfer Tax Planning (76 pp) $39.00
By R. Eric Viehman

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Putting a Premium on Policy Selection, Design and Management (44 pp) $29.00
By Charles L. Ratner

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Grantor Retained Annuity Trusts (GRATs) and Installment Sales to Grantor Trusts (106 pp) $49.00
By Ronald D. Aucutt

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The Statute of Limitations and Disclosure Rules for Gifts (40 pp) $29.00
By Ronald D. Aucutt

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Estate Tax Changes Past, Present, and Future (72 pp) $39.00
By Ronald D. Aucutt

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Basis Consistency Temporary and Proposed Regulations (20 pp) $29.00
By Steve R. Akers

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Pending Settlement of Woelbing Cases (Involving Sale to Grantor Trust with Defined Value Feature) (10 pp) $29.00
By Steve R. Akers

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Parties Settle Closely Watched Tax Court Cases Involving Defined Value Clause (4 pp) $29.00
By Ronald D. Aucutt

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Estate of Purdue v. Commissioner, 145 T.C. Memo. 2015-249 (December 28, 2015) (10 pp) $29.00
By Steve R. Akers

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Estate of Holliday v. Commissioner, T.C. Memo 2016-51 (March 17, 2016) (8 pp) $29.00
By Steve R. Akers

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Putting It All Together: Some of the Best Estate Planning Strategies We see in the New Frontier that Reduce Both Income and Estate Taxes© (816 pp) $49.00
By S. Stacy Eastland

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How to Advise Wealthy U.S. Families Who Own Foreign Property: Tax, Reporting, and Succession Issues (96 pp) $39.00
By Leigh-Alexandra Basha

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Decanting Best Practices (28 pp) $29.00
By Susan T. Bart

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A Potpourri of Charitable Planning Tricks and Traps (72 pp) $39.00
By Lawrence P. Katzenstein

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Don't Let All Those Other Assets Distract You from Planning for Large Retirement Plans - Strategies for Large Estates, with Focus on Drafting See-Through Trusts (310 pp) $49.00
By Steven E. Trytten

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Planning for Married Clients: Charting a Path with Portability and The Marital Deduction (54 pp) $39.00
By Melissa J. Willms Mickey R. Davis

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All About That Basis: How Income Taxes Have Reshaped Estate Planning (16 pp) $29.00
By Melissa J. Willms Mickey R. Davis

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How to Advise Wealthy U.S. Families Who Own Foreign Property: Tax, Reporting and Succession Issues (28 pp) $29.00
By Leigh-Alexandra Basha

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