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Estate Planning Institute (47th Annual)
Chair(s):
Sanford J. Schlesinger
Practice Area:
Estates & Trusts, Tax
Published:
Sep 2016
ISBN:
9781402427404
PLI Item #:
149133
CHB Spine #:
D469
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Table of Contents
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Front Matter
Faculty Bios
Table of Contents
Chapter 1. Estate Planning Update (June 2016)
Chapter 2. Family Limited Partnerships and Other Valuation Issues (June 2016)
Chapter 3. Sophisticated Planning Techniques
Chapter 4. Elder Law and Special Needs Update
Chapter 5. Benefits for Seniors Reduced: The Bipartisan Budget Act of 2015 Imposes a Medicare Surcharge, While Closing a Perceived Social Security Loophole (January 2016)
Chapter 6. Elder Law and Special Needs Update (PowerPoint slides)
Chapter 7. Fiduciary Income Taxation and Grantor Trusts
Chapter 8. Income and Estate Tax Planning with Retirement Benefits
Chapter 9. Attorney’s Retention of Wills for Safekeeping
Chapter 10. Income Tax Savings Now for Clients’ Charitable Gifts at Death
Chapter 11. Portability Planning—IRS vs. the States (June 2016)
Chapter 12. Planning for Post-Death Decisions
Chapter 13. A View from the Trenches: Family Limited Partnerships and Valuation Litigation
Chapter 14. The New Consistent Basis Regulations: A Primer
Chapter 15. Estate Planning for Domestic Partners, Same-Sex Spouses and Non-Traditional Families
Index
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