Course Handbook  Course Handbook

Estate Planning Institute (48th Annual)

Publication Date: September 2017 Number of Volumes: 1
ISBN Number: 9781402429613 Page Count: 1042 pages

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Table of Contents
Chapter 1: Sanford J. Schlesinger, Esq., and Martin R. Goodman, Esq., Estate Planning Update (May 2017) (Including Exhibits A-F) Sanford J. Schlesinger ~ Schlesinger Gannon & Lazetera LLP
Chapter 2: Sanford J. Schlesinger, Esq., and Martin R. Goodman, Esq., Family Limited Partnerships and Other Valuation Issues (May 2017) (Including Exhibits A-C) Sanford J. Schlesinger ~ Schlesinger Gannon & Lazetera LLP
Chapter 3: Department of the Treasury 2016–2017 Priority Guidance Plan (August 15, 2016) (Including Appendix: Regularly Scheduled Publications) Sanford J. Schlesinger ~ Schlesinger Gannon & Lazetera LLP
Chapter 4: Department of the Treasury 2016–2017 Priority Guidance Plan, First Quarter Update (October 31, 2016) Sanford J. Schlesinger ~ Schlesinger Gannon & Lazetera LLP
Chapter 5: Sanford J. Schlesinger, Esq., and Martin R. Goodman, Esq., Internal Revenue Service 2016–2017 Priority Guidance Plan and Certain Other Projects Sanford J. Schlesinger ~ Schlesinger Gannon & Lazetera LLP
Chapter 6: Sophisticated (and Less Sophisticated!) Planning Techniques (Including Appendix: GRATs and Sales—Compared and Contrasted) Blanche Lark Christerson ~ Managing Director, Deutsche Bank Trust Company, N.A., Deutsche Bank Wealth Management
Chapter 7: Estate Planning in Anticipation of the Death and Resurrection of the Estate Tax: The Design and Administration of GRATs and QPRTs Louis Nostro ~ Nostro Jones, P.A.
Chapter 8: Estate Planning Through an Asset Protection Lens (2017) Gideon Rothschild ~ Moses & Singer LLP
Chapter 9: A Potpourri of Topics in the Income Taxation of Trusts: FAI, DNI, New York Throwback Tax, and Code Section 457A Stephanie E. Heilborn ~ Proskauer Rose LLP
Chapter 10: Latest State-Level Developments Across the U.S. (Including Attachments A-D)
Chapter 11: Estate Planning for Digital Assets (June 9, 2017) (Including Exhibit A) Jill Choate Beier ~ Beier & Associates, PLLC
Chapter 12: Choosing Wisely Among Charitable Remainder Trusts (March 8, 2017) Conrad Teitell ~ Cummings & Lockwood LLC
Chapter 13: Planning for Post-Death Decisions Andrew Auchincloss ~ Schlesinger Gannon & Lazetera LLP
Chapter 14: Elder Law and Special Needs Update Bernard A. Krooks ~ Littman Krooks LLP
Chapter 15: Elder Law and Special Needs Update (July 12, 2017) (PowerPoint slides) Bernard A. Krooks ~ Littman Krooks LLP
Chapter 16: Attorneys as Beneficiaries and/or Fiduciaries John M. Czygier, Jr. ~ Judge of the Surrogate's Court, Suffolk County Surrogate's Court
Index

This Course Handbook was compiled for the program, Estate Planning Institute 48th 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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