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Estate Planning Institute (45th Annual)
Chair(s):
Sanford J. Schlesinger
Practice Area:
Estates & Trusts, Tax
Published:
Sep 2014
ISBN:
9781402422812
PLI Item #:
50454
CHB Spine #:
D417
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Table of Contents
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Front Matter
Faculty Bios
Table of Contents
Chapter 1. Estate Planning Update (June 2014)
Chapter 2. Sophisticated Planning Techniques
Chapter 3. Elder Law Planning
Chapter 4. Fiduciary Income Taxation of Trusts: Current Landscape, New Developments, and a Few Planning Tips (June 2014)
Chapter 5. Income and Estate Planning with Retirement Benefits
Chapter 6. Ethics in Charitable Planning
Chapter 7. From the Practitioner’s Perspective: Valuation as Craft (Business Valuation Review, Volume 27, Number 4)
Chapter 8. Charitable Planning—How, What and When to Give (June 16, 2014)
Chapter 9. Planning for Post-Death Decisions
Chapter 10. Estate Planning for Domestic Partners, Same-Sex Spouses and Non-Traditional Families
Chapter 11. Still Not Equal, Still Not the Same: An Overview of Estate Planning and Practice for LGBTQ and Other “Non-Traditional” Families with Children
Chapter 12. Transfer (And Other) Tax Consequences of Pre-Marital and Post-Marital Agreements (June 30, 2014)
Chapter 13. Building Human Capital: Tax Free Transfers to Children, Grandchildren, and More Remote Descendants for Education and Health Care
Index
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