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Manning on Estate Planning (6th Edition)

Author(s): Anita S. Rosenbloom, Jerome A. Manning, Seth D. Slotkin, Kevin Matz
Practice Area: Estates and trusts, Litigation, Tax
Published: Jul 2004
Supplement Date: Dec 2012 i Other versions can be found in the Related Items tab.
ISBN: 1402404638
PLI Item #: 656

”[Manning on Estate Planning is a] penetrating, thoughtful treatment presented in a most winning style.” 
 —Estate Planning

”[Manning on Estate Planning] covers all of the major areas with which the planner must be familiar, and does so in significant detail … an outstanding text.” 
 —New York Law Journal

”This comprehensive book combines a readable overview for the student or the non-specialist with a useful reference tool for the full-time estate planner.”
—Estates, Gifts and Trust Journal

The continuing impact of the sweeping Economic Growth and Tax Relief Reconciliation Act and the questions surrounding the fate of the estate tax today demonstrate how volatile estate planning can be and how important it is to rely on trusted references in the field.

Written by practitioners with more than 75 years of combined planning experience, Manning on Estate Planning has long 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. It then shows you how to 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 devise effective plans that deal with the complexities created by the EGTRRA.

Updated at least once a year, Manning on Estate Planning is an essential reference for professional estate planners and tax attorneys and a useful and accessible resource for any individual concerned about estate planning. 

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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."