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ALI CLE Estate Planning Course Materials Journal - August 2004

In the August 2004 issue, articles on: how to keep up with the changing estate tax rates(with charts); the Internal Revenue Service’s Annotated qualified personal residence trust and charitable remainder trust forms; and ethics for trust and estate counsel (With Form).

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Article:

What You Need To Know About The Internal Revenue Service’s Annotated QPRT And CRT Forms (11 pp)
By Edward Jay Beckwith

Form:

Keeping Up With The Estate Tax (With Charts)
By Ronald D. Aucutt

Who’s The Client? Ethics For Trust And Estate Counsel (With Form)
By ohn T. Rogers, Jr.

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