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Estate Planning Institute (33rd Annual)
Chair(s):
Betty J. Orvell, Monica Dell'Osso, Sanford J. Schlesinger
Practice Area:
Estates and trusts,
Insurance,
Tax
Published:
Sep 2002
i
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ISBN:
1402402007
PLI Item #:
331
CHB Spine #:
D319
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Table of Contents
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Front Matter
Table of Contents
Chapter 1. Estate Planning Update
Chapter 2. Estate Planning for Retirement Benefits and Executive Compensation
Chapter 3. The New And Final ABC's Of MRD's
Chapter 4. Survival of the Fittest: Split Dollar "Dinosaurs" and a New "Species" of Universal Life
Chapter 5. Life (Insurance) After Tax Reform: Advising Clients in Uncertain Times
Chapter 6. Litigation Workshop
Chapter 7. Charitable Gift Planning
Chapter 8. Charitable Planning in 2002
Chapter 9. Hot Topics in Estate Planning
Chapter 10. Works of Art and Other Items of Tangible Personal Property: Valuation-Taxation-Planning
Chapter 11. Drafting with the Principal and Income Act and Prudent Investor Act
Chapter 12. Drafting with the "New" California Principal and Income Act and Prudent Investor Act
Chapter 13. Generation-Skipping Transfer Tax Planning During an EGTRA Regime
Chapter 14. Handling an Estate and Gift Tax Audit
Chapter 15. How to Handle a Gift or Estate Tax Audit
Chapter 16. Dynasty Trusts
Chapter 17. Leveraged Intentionally Defective Grantor GST-Exempt Dynasty Trusts and Family Partnerships or LLCs
Chapter 18. S Corporations in Trusts - Not Just QSSTs
Chapter 19. Current Valuation Issues: Methods, Discounts, Valuation Settlements, Court Decisions, Hedge Funds, Venture Capital
Chapter 20. FLPs, LLCs and S Corporations: Valuation Discount Strategies and Controversies
Chapter 21. Special Issues in Estate Planning for Non-Marital Couples and Non-Traditional Families
Chapter 22. Techniques for Estate Planning for Non-Marital Couples and Non-Traditional Families
Chapter 23. Domestic Partnership Agreements
Chapter 24. Joint Order of the Appellate Divisions
Chapter 25. New York Adopts Multi-Disciplinary Practice Rules
Chapter 26. Supreme Court, Appellate Divisions, Joint Order of the Appellate Divisions
Chapter 27. Ethical Issues (taken from the Model Rules of Professional Conduct, 2002 Edition)
Chapter 28. Post-Death Tax Planning/Elections
Chapter 29. Foreign Trusts
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