| Table of Contents |
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| Chapter 1: Estate Planning Update (June 2013); and Exhibits A-E |
Sanford J. Schlesinger ~ Schlesinger Gannon & Lazetera LLP
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| Chapter 2: Sophisticated Planning Techniques; and Appendix GRATs and Sales—Compared and Contrasted |
Blanche Lark Christerson ~ Deutsche Asset & Wealth Management
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| Chapter 3: Elder Law Update; and Attachments 1-2 |
Bernard A. Krooks ~ Littman Krooks LLP
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| Chapter 4: Estate and Income Tax Planning for the Long Term Real Estate Investor |
Stephen M. Breitstone ~ Meltzer, Lippe, Goldstein & Breitstone, LLP
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| Chapter 5: Planning with Retirement Benefits; and Exhibits 1-2 |
Stephen J. Krass ~ Krass, Snow & Schmutter, P.C.
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| Chapter 6: Ethical Considerations in Estate Planning |
John M. Czygier ~ Judge of the Surrogate’s Court Suffolk County Surrogates Court
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| Chapter 7: Online Life After Death (Estate Planning for Digital Assets); and Exhibits A-G |
Donald A. Hamburg ~ Golenbock Eiseman Assor Bell & Peskoe LLP
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| Chapter 8: Charitable Planning Tax Strategies |
Conrad Teitell ~ Cummings & Lockwood LLC
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| Chapter 9: Post-Death Elections and Choices |
Martin M. Shenkman ~ Martin M. Shenkman, P.C.
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| Chapter 10: Post-Mortem Planning (PowerPoint Slides) |
Martin M. Shenkman ~ Martin M. Shenkman, P.C.
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| Chapter 11: Estate Planning for Domestic Partners, Same-Sex Spouses and Non-Traditional Families; and Appendices A-B |
Erica Bell ~ Weiss, Buell & Bell
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| Chapter 12: Helpful Links and Resources |
Lindsay H. Brown ~ Brick & Patel LLP
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| Chapter 13: Family Limited Partnerships and Other Valuation Issues (June 2013); and Exhibits A-C |
Sanford J. Schlesinger ~ Schlesinger Gannon & Lazetera LLP
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| Chapter 14: Marital Deduction Planning and Portability (July 2013) |
Yoshimi O. Smith ~ Beller Smith, PL
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| Chapter 15: What Should I Do With My Art? |
Ralph E. Lerner ~ Withers Bergman LLP
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| Index |
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