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Manning on Estate Planning (Seventh Edition)

Author(s): Anita S Rosenbloom, Jerome A Manning, Seth D Slotkin, Kevin Matz
Practice Area: Estate planning, Estates and trusts, Tax
Published: Nov 2013
Supplement Date: Jun 2021 i Other versions can be found in the Related Items tab.
ISBN: 9781402421242
PLI Item #: 37416

Written by practitioners with more than 75 years of combined planning experience, Manning on Estate Planning has been the planning tool of choice for seasoned professionals who want sound advice on how to craft flexible, individualized estate plans that help clients reach tax and non-tax goals.

Manning on Estate Planning provides a comprehensive survey of the features, advantages, drawbacks, risks, and current and future viability of every available planning vehicle. The book:

  • Provides a working knowledge of the pros, cons, and viability of QTIPs, QDOTs, QSSTs, ESBTs, straight income trusts, charitable lead trusts, grantor trusts, private annuities, credit shelter trusts, and many other strategies
  • Enables you to carefully consider all pertinent planning contexts and contingencies, including family issues, before crafting tailor-made plans for each client
  • Helps you deal effectively with IRS special valuation rules, the GST tax, the federal income tax treatment of qualified employee benefit plans, and other especially complex issues
Manning on Estate Planning provides practical guidance throughout, helping you exploit exemptions that protect lifetime transfers from gift taxes, focus on income tax responsibilities, assess each client’s planning objectives and select the right planning strategies, draft airtight planning documents, avoid the problems specific to certain planning strategies, and more.
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Jerome A. Manning draws on more than forty years of estate planning practice. He is with the New York City law firm of Stroock & Stroock & Lavan LLP, and was an adjunct professor with the New York University School of Law for forty years, teaching estate planning for the last twenty-five years. A member of the New York and Florida bars, Mr. Manning is a graduate of N.Y.U. School of Law and Yale’s Master of Laws program.

Anita S. Rosenbloom is a partner with the New York City law firm of Stroock & Stroock & Lavan LLP, and has practiced in this field for over twenty years. She has written and lectured on a wide array of estate planning subjects. Ms. Rosenbloom received both J.D. and LL.M (Tax) degrees from N.Y.U. School of Law. She is a member of the New York bar and a Fellow of the American College of Trust and Estate Counsel.

Seth D. Slotkin is a partner with the New York City law firm of Stroock & Stroock & Lavan LLP. He has practiced in this field for almost ten years. Mr. Slotkin is a member of the New York and New Jersey bars, and is a graduate of N.Y.U. School of Law, both the J.D. and LL.M. (Tax) programs.

Kevin Matz concentrates on domestic and international estate and tax planning, estate administration and related litigation. His practice primarily involves advising high net worth individuals in wealth transfer planning; drafting wills and trusts; gift, estate, income and generation-skipping transfer tax planning and tax return preparation; charitable gift planning; probate proceedings and estate administration; and associated litigation as well as corporate counseling.

Kevin has advised clients on entity and succession planning, including use of family limited partnerships, use of grantor retained annuity trusts, transfers to irrevocable trusts involving complex valuations, qualified personal residence trusts, irrevocable life insurance trusts, and the use of charitable remainder trusts, charitable lead trusts and private foundations to further family planning and philanthropic objectives.

Kevin is a Fellow of the American College of Trust and Estate Counsel, and has written and spoken extensively about the use of leveraged transfer techniques and estate planning for groups ranging from private equity fund managers to professional athletes. He is frequently cited in the professional literature, including by the Heckerling Institute on Estate Planning, for his innovative solutions and analysis.

Kevin is also a certified public accountant. Super Lawyers has recognized him two years running as a Rising Star."