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50th Annual Estate Planning Institute
Chair(s):
Sanford J. Schlesinger
Practice Area:
Estates & Trusts, Tax
Published:
Sep 2019
ISBN:
9781402434686
PLI Item #:
253218
CHB Spine #:
D559
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Table of Contents
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Front Matter
Faculty Bios
Table of Contents
Chapter 1. Sanford J. Schlesinger and Andreea Olteanu, Estate Planning Update (April 2019)
Chapter 2. Bernard A. Krooks and Craig C. Reaves, Elder Law and Special Needs Planning
Chapter 3. Elder Law and Special Needs Planning (PowerPoint slides)
Chapter 4. Sophisticated (and Less Sophisticated!) Planning Techniques
Chapter 5. Putting It On and Taking It Off: Managing Tax Basis Today (For Tomorrow) (June 3, 2019)
Chapter 6. Putting It On and Taking It Off: Managing Tax Basis Today (For Tomorrow) (June 2019) (PowerPoint slides)
Chapter 7. Think Before You Leap: Tax Planning for Individuals Arriving and/or Leaving the United States
Chapter 8. Ball of Confusion: Practicing Law from Your Second Home in Another State, New York Legal Ethics Reporter (July 5, 2016)
Chapter 9. Hypotheticals
Chapter 10. Marital, GST, and Charitable Bequests: Formulas, Funding and More
Chapter 11. Domingo P. Such, III, Deborah V. Dunn and Mitchell A. Meneau, A New Era of Spousal Trust Planning: An Old Concern Arises with Reciprocal Trusts, Bloomberg Tax, Tax Management Estates, Gifts and Trusts Journal, Vol. 43, No. 1 (January 11, 2018)
Chapter 12. Cool Charitable Contribution Strategies inthe New Tax Climate
Chapter 13. Jerald D. August, Ronald A. Leavitt and Stephen R. Looney, Section 199A: The New 20% Pass-Through Deduction
Chapter 14. Selected Materials: State Tax Issues—Domicile in the New Tax World
Chapter 15. State Tax Issues: Domicile in the New Tax World (PowerPoint slides)
Chapter 16. Estate Planning with Life Insurance
Index
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