Course Handbook  Course Handbook

49th Annual Estate Planning Institute

Publication Date: September 2018 Number of Volumes: 1
ISBN Number: 9781402432279 Page Count: 1252 pages

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Table of Contents
Chapter 1: Sanford J. Schlesinger and Martin R. Goodman, Estate Planning Update (May 2018) Sanford J. Schlesinger ~ Schlesinger Lazetera & Auchincloss LLP
Chapter 2: Sanford J. Schlesinger and Martin R. Goodman, Family Limited Partnerships and Other Valuation Issues (May 2018) Sanford J. Schlesinger ~ Schlesinger Lazetera & Auchincloss LLP
Chapter 3: Elder Law and Special Needs Update Bernard A. Krooks ~ Littman Krooks LLP
Chapter 4: Sophisticated (and Less Sophisticated!) Planning Techniques Blanche Lark Christerson ~ Managing Director, Deutsche Bank Trust Company, N.A., Deutsche Bank Wealth Management
Chapter 5: Valuation Issues and Opportunities After Estate Tax Reform: High, Middle, or In-Between? (Substantive Outline) Paul S. Lee ~ Global Fiduciary Strategist, Senior Vice President, Managing Director, Wealth Management and Global Family & Investment Offices Group, Northern Trust
Chapter 6: A “How To” Guide When Gifting Artwork to Charities: Avoid Traps for the Unwary, Trusts and Estates (June 2017) Andrew S. Katzenberg ~ Kleinberg, Kaplan, Wolff & Cohen, P.C.
Chapter 7: Department of the Treasury, Internal Revenue Service, Form 8282 (Rev. 4-2009), Donee Information Return Andrew S. Katzenberg ~ Kleinberg, Kaplan, Wolff & Cohen, P.C.
Chapter 8: Department of the Treasury, Internal Revenue Service, Form 8283 (Rev. 12-2014), Noncash Charitable Contributions Andrew S. Katzenberg ~ Kleinberg, Kaplan, Wolff & Cohen, P.C.
Chapter 9: Ethical and Liability Risks for Trust and Estate Attorneys in Their Roles as Fiduciaries and Beneficiaries Marian C. Rice ~ L'Abbate, Balkan, Colavita & Contini, L.L.P.
Chapter 10: The Near Death (and Possible Resurrection) of the Estate Tax and Other Transfer Tax Issues Laura A. Kelly ~ McCarter & English, LLP
Chapter 11: Estate Planning for Digital Assets (July 2, 2018) Jill Choate Beier ~ Beier & Associates, PLLC
Chapter 12: Cool Charitable Deduction Strategies in the New Tax Climate Conrad Teitell ~ Cummings & Lockwood LLC
Chapter 13: Think Before You Leap: Tax Planning for Individuals Arriving and/or Leaving the United States Andrew S. Auchincloss ~ Schlesinger Lazetera & Auchincloss LLP
Chapter 14: Andrew S. Auchincloss and Shelly Merrovitch, Think Before You Leap: US Tax Planning for Individuals Arriving/Leaving the US (PowerPoint slides) Andrew S. Auchincloss ~ Schlesinger Lazetera & Auchincloss LLP
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) Nicholas Ferris Cohen ~ Cohen Clair Lans Greifer Thorpe & Rottenstreich LLP
Chapter 16: Alan S. Halperin and Beth J. Kerwin, Income Taxation of Trusts, Estates and Beneficiaries Alan S. Halperin ~ Paul, Weiss, Rifkind, Wharton & Garrison LLP
Index

This Course Handbook was compiled for the program, 49th Annual Estate Planning Institute.

PLI’s nationally acclaimed course handbooks represent the definitive thinking of the nation’s finest legal minds on timely topics and are considered the standard reference in the field. This course handbook is prepared specifically for the program and stands alone as a permanent reference.

Chairperson(s)
Sanford J. Schlesinger, Schlesinger Lazetera & Auchincloss LLP
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