49th Annual Estate Planning Institute

Front Matter
Faculty Bios
Table of Contents
Chapter 1. Sanford J. Schlesinger and Martin R. Goodman, Estate Planning Update (May 2018)
Chapter 2. Sanford J. Schlesinger and Martin R. Goodman, Family Limited Partnerships and Other Valuation Issues (May 2018)
Chapter 3. Elder Law and Special Needs Update
Chapter 4. Sophisticated (and Less Sophisticated!) Planning Techniques
Chapter 5. Valuation Issues and Opportunities After Estate Tax Reform: High, Middle, or In-Between? (Substantive Outline)
Chapter 6. A “How To” Guide When Gifting Artwork to Charities: Avoid Traps for the Unwary, Trusts and Estates (June 2017)
Chapter 7. Department of the Treasury, Internal Revenue Service, Form 8282 (Rev. 4-2009), Donee Information Return
Chapter 8. Department of the Treasury, Internal Revenue Service, Form 8283 (Rev. 12-2014), Noncash Charitable Contributions
Chapter 9. Ethical and Liability Risks for Trust and Estate Attorneys in Their Roles as Fiduciaries and Beneficiaries
Chapter 10. The Near Death (and Possible Resurrection) of the Estate Tax and Other Transfer Tax Issues
Chapter 11. Estate Planning for Digital Assets (July 2, 2018)
Chapter 12. Cool Charitable Deduction Strategies in the New Tax Climate
Chapter 13. Think Before You Leap: Tax Planning for Individuals Arriving and/or Leaving the United States
Chapter 14. Andrew S. Auchincloss and Shelly Merrovitch, Think Before You Leap: US Tax Planning for Individuals Arriving/Leaving the US (PowerPoint slides)
Chapter 15. Lee Rosenberg, The End of the “Alimony” Deduction Under the “Tax Cuts and Jobs Act of 2017”: The Need to Deviate on Presumptive Spousal Support and the Unknown Future, NYSBA Family Law Review (Winter 2017, Vol. 49, No. 3)
Chapter 16. Alan S. Halperin and Beth J. Kerwin, Income Taxation of Trusts, Estates and Beneficiaries
Index