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Modern Estate Planning, Second Edition

The only work to fully integrate estate, gift and income taxation into a unified ...


Availability: In Stock
Publisher :Matthew Bender
Format: 5 Volumes, looseleaf; updated revisions three times per year , BOOK
ISBN: 9780820554877
  $1,463.00
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    The only work to fully integrate estate, gift and income taxation into a unified transactional approach to estate and financial planning. All key estate planning topics are covered, including issues that may arise after 2009 (pursuant to the Economic Growth and Tax Relief Reconciliation Act of 2001). Coverage includes:

  • Estate and gift taxation/general principles
  • Transfers and interests subject to estate and gift taxation
  • Estate and gift tax deductions, exclusions and credits
  • Generation-skipping transfer taxation
  • Special valuation provisions
  • Basic principles of income taxation of trusts and estates
  • Income taxation of non-grantor trusts and estates
  • Income taxation planning issues
  • Grantor trusts
  • Future estate planning issues
  • Client focused planning
  • Valuation techniques and drafting considerations
  • Forms and clauses, tax returns, state taxation
  • Practice and procedure

    • VOLUME 1
    Chapter 1 Federal Estate Tax Basics
    Chapter 2 Gift Tax Basics
    Chapter 3 Nonresident Alien Estate and Gift Tax Basics
    Chapter 4 Transfer of Property Owned by Decedent
    Chapter 5 Estate Taxation of Lifetime Transfers
    Chapter 6 Estate and Gift Taxation of Annuities
    Chapter 7 Estate and Gift Taxation of Jointly Held Property
    Chapter 8 Estate and Gift Taxation of Powers of Appointment
    Chapter 9 Estate and Gift Taxation of Life Insurance
    Chapter 10 [Reserved]
    Chapter 11 Estate Tax Deductions for Funeral Expenses, Administration Expenses, Claims and Losses
    Chapter 12 Estate and Gift Tax Charitable Deduction
    Chapter 13 Estate and Gift Tax Marital Deduction
    Chapter 14 The Estate Tax Qualified Family-Owned Business Interest Deduction
    Chapter 15 The Estate Tax Qualified Conservation Easement Exclusion
    Chapter 16 Credits Against the Estate and Gift Tax
    Chapter 17 Disclaimers

    VOLUME 2
    Chapter 18 Generation-Skipping Transfer Tax
    Chapter 19 Alternate Valuation
    Chapter 20 Special Use Valuation
    Chapter 21 Valuation of Intrafamily Transfers
    Chapter 22 General Principles of Income Taxation of Trusts and Estates
    Chapter 23 Computation of the Taxable Income and Tax Liability of Trusts and Estates
    Chapter 24 [Reserved]
    Chapter 25 Distributable Net Income
    Chapter 26 Taxation of Simple Trusts
    Chapter 27 Taxation of Complex Trusts and Estates
    Chapter 28 Basis: Specific Gifts, Bequests, Devises and Inheritance
    Chapter 29 Income in Respect of a Decedent
    Chapter 30 Deductions in Respect of a Decedent
    Chapter 31 [Reserved]
    Chapter 32 [Reserved]
    Chapter 33 [Reserved]
    Chapter 34 Grantor Trust Rules
    Chapter 35 Planning for Federal Wealth Transfer Taxation After 2009

    VOLUME 3
    Chapter 36 Estate Planning Goals
    Chapter 37 Using Revocable (Living) Trusts
    Chapter 38 Planning for Community Property
    Chapter 39 Planning With Life Insurance
    Chapter 40 Maximizing the Income Tax Charitable Deduction
    Chapter 41 Planning With the Charitable Trust
    Chapter 42 Planning With Qualified Plans and Deferred Compensation
    Chapter 43 Planning for the Owner of a Closely-Held Corporation
    Chapter 44 Planning for the Owner of a Partnership or Limited Liability Company
    Chapter 45 Farm and Ranch Estate Planning
    Chapter 46 Planning for the Terminally Ill Client
    Chapter 47 [Reserved]
    Chapter 48 [Reserved]
    Chapter 49 [Reserved]
    Chapter 50 [Reserved]
    Chapter 51 [Reserved]
    Chapter 52 [Reserved]
    Chapter 53 [Reserved]
    Chapter 54 [Reserved]
    Chapter 55 [Reserved]

    VOLUME 4
    Chapter 56 Estate and Gift Tax Valuation
    Chapter 57 [Reserved]
    Chapter 58 [Reserved]
    Chapter 59 [Reserved]
    Chapter 60 [Reserved]
    Chapter 61 Tax Apportionment in Drafting
    Chapter 62 Basic Guide to Drafting
    Chapter 63 [Reserved]
    Chapter 64 [Reserved]
    Chapter 65 [Reserved]
    Forms and Clauses

    VOLUME 5
    Chapter 66 Filing the Federal Gift Tax Return
    Chapter 67 Filing the Federal Estate Tax Return and Paying the Tax
    Chapter 68 Filing the Final Federal Income Tax Return of Decedent
    Chapter 69 [Reserved]
    Chapter 70 State Death and Gift Taxes
    Chapter 71 State Fiduciary Income Tax
    Chapter 72 Tax Practice and Procedure
    Chapter 73 Audit Triggers
    Table of Cases
    Table of Statutes, Regulations and Rulings
    Index

     

     

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