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Estate Planning Institute 2009 (40th Annual)
Chair(s):
Sanford J. Schlesinger
Practice Area:
Estate planning,
Estate tax,
Estates and trusts,
Tax,
Tax planning and strategy
Published:
Sep 2009
i
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ISBN:
9781402412660
PLI Item #:
18923
CHB Spine #:
D351, D352
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Table of Contents
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Front Matter
Faculty Bios
Table of Contents to Vol. 1
Table of Contents to Vol. 2
Chapter 1. Estate Planning Update
Chapter 2. Preparer and Appraiser Penalties
Chapter 3. Preparer Issues for Estate Planners
Chapter 4. What it Takes to Be a Prudent Fiduciary—Especially in a Disastrous Economy
Chapter 5. Taxwise Charitable Planning
Chapter 6. Planning with Retirement Benefits
Chapter 7. Ethics for the Trusts and Estates Lawyers
Chapter 8. Planning to Minimize or Avoid State Income Taxes on Trusts
Chapter 9. Where Have We Come Since Mercantile: A Summary of New York Rulings Regarding State Income Taxation of Trusts
Chapter 10. Planning in a Low Interest-Rate Environment
Chapter 11. Planning for Post-Death Elections
Chapter 12. Estate Planning for Domestic Partners and Non-Traditional Families
Chapter 13. Family Limited Partnerships and Limited Liability Companies—Watching the Law Develop
Chapter 14. 40th Annual Estate Planning Institute
Chapter 15. Preparation for an Estate Tax Audit
Chapter 16. Income Tax Planning for New York Resident Trusts
Index to Vol. 1
Index to Vol. 2
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