Course Handbook  Course Handbook

Estate Planning Institute (47th Annual)

Publication Date: September 2016 Number of Volumes: 1
ISBN Number: 9781402427404 Page Count: 1038 pages

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Download: Table of Contents    Index

Table of Contents
Chapter 1: Estate Planning Update (June 2016) Sanford J Schlesinger ~ Schlesinger Gannon & Lazetera LLP
Martin R Goodman ~ Schlesinger Gannon & Lazetera LLP
Chapter 2: Family Limited Partnerships and Other Valuation Issues (June 2016) Sanford J Schlesinger ~ Schlesinger Gannon & Lazetera LLP
Martin R Goodman ~ Schlesinger Gannon & Lazetera LLP
Chapter 3: Sophisticated Planning Techniques Blanche Lark Christerson ~ Managing Director, Deutsche Bank Wealth Management
Chapter 4: Elder Law and Special Needs Update Bernard A Krooks ~ Littman Krooks LLP
Chapter 5: Benefits for Seniors Reduced: The Bipartisan Budget Act of 2015 Imposes a Medicare Surcharge, While Closing a Perceived Social Security Loophole (January 2016) Bernard A Krooks ~ Littman Krooks LLP
Chapter 6: Elder Law and Special Needs Update (PowerPoint slides) Bernard A Krooks ~ Littman Krooks LLP
Chapter 7: Fiduciary Income Taxation and Grantor Trusts Stephen M Breitstone ~ Meltzer, Lippe, Goldstein & Breitstone, LLP
Chapter 8: Income and Estate Tax Planning with Retirement Benefits Stephen J Krass ~ Krass, Snow & Schmutter, P.C.
Chapter 9: Attorney’s Retention of Wills for Safekeeping John M Czygier, Jr. ~ Judge of the Surrogate's Court, Suffolk County Surrogate's Court
Chapter 10: Income Tax Savings Now for Clients’ Charitable Gifts at Death Conrad Teitell ~ Cummings & Lockwood LLC
Chapter 11: Portability Planning—IRS vs. the States (June 2016) Stephanie E Heilborn ~ Norton Rose Fulbright US LLP
Chapter 12: Planning for Post-Death Decisions Andrew S Auchincloss ~ Sidley Austin LLP
Chapter 13: A View from the Trenches: Family Limited Partnerships and Valuation Litigation John W Porter ~ Baker Botts LLP
Keri D Brown ~ Baker Botts LLP
Chapter 14: The New Consistent Basis Regulations: A Primer Stacey Delich-Gould ~ Morrison Cohen LLP
Hannah W Mensch ~ Ehrenkranz & Ehrenkranz LLP
Chapter 15: Estate Planning for Domestic Partners, Same-Sex Spouses and Non-Traditional Families Erica Bell ~ The Law Office of Erica Bell, PLLC
Index

This Course Handbook was compiled for the program, Estate Planning Institute 47th Annual.

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 Gannon & Lazetera LLP
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49th Annual Estate Planning Institute  
48th Annual Estate Planning Institute Sanford J Schlesinger, Schlesinger Gannon & Lazetera LLP
 
Estate Planning Institute (47th Annual) Sanford J Schlesinger, Schlesinger Gannon & Lazetera LLP
 
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