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ESTATE PLANNING STRATEGIST (3rd Ed., 2007)


Featuring optional CD-ROM with all new & updated forms

JEROME A. DEENER, ESQ.


Estate Planning Strategist (3rd Ed., 2007)

Jerome A. Deener, Esq. has more than 39 years of experience in the practice of estate planning, tax litigation and tax law. The forms and estate planning concepts included in this comprehensive manual have been used successfully by the author to significantly reduce the estate tax burden of families with mid- to high-level net worth. The 3rd Edition is an invaluable tool to anyone who practices in the estate planning field. The tax savings recommendations and drafting techniques described by the author have proven to be invaluable to the users of the first two editions. You can’t afford to counsel mid- to high-level worth clients without first referring to this brand new edition!

WHAT’S INSIDE?
• Updated information, plus brand new estate planning concepts, authorities, and drafting materials
• Proven strategies designed to assist practitioners involved with mid- to high-level
net worth clients requiring sophisticated updated planning techniques
• TWO NEW Chapters:
- Satisfying and Reducing Estate Tax Through Related-Party Loans From Insurance Trusts and Family Partnerships
- Maximizing Use of Credit Shelter Through Powers of Appointment, Retention of Control by Wealthier Spouse, and Minimizing Retirement Assets For Credit Shelter Trust Funding
• Completely updated Family Limited Partnership Agreement, plus brand new Limited Liability Company Operating Agreement in light of recent case law
• New drafting techniques in light of decoupling of Federal and
New Jersey exemptions
• Planning strategies for the terminally ill client using Private Annuities and Self-Canceling Installment Notes, including new income tax rules relating to Private Annuities
• Updated drafting techniques and examples of Qualified Personal
Residence Trusts (QPRTs) and Grantor Retained Annuity Trusts (GRATs), Charitable Lead Trusts and Charitable Remainder Trusts
     …and more

SPECIAL FEATURE
You can also order the Estate Planning Strategist with a brand new CD-ROM packed with all updated and new forms and documents that can save you and your staff valuable hours of drafting and typing time.


CONTENTS-AT-A-GLANCE

Chapter I
LIFE INSURANCE TRUSTS

Chapter II
QUALIFIED PERSONAL RESIDENCE TRUSTS

Chapter III
GRANTOR RETAINED ANNUITY TRUSTS, PART I

Chapter IV
GRANTOR RETAINED ANNUITY TRUSTS, PART II - SHORT TERM GRAT

Chapter V
SALE TO A GRANTOR TRUST

Chapter VI
SELF-CANCELING INSTALLMENT NOTE (SCIN)

Chapter VII
FAMILY LIMITED PARTNERSHIPS

Chapter VIII
CHARITABLE LEAD TRUSTS

Chapter IX
CHARITABLE REMAINDER TRUSTS

Chapter X
QUALIFIED SUBCHAPTER S TRUSTS AND ELECTING SMALL BUSINESS TRUSTS

Chapter XI
DRAFTING UNDER NEW FEDERAL AND NEW JERSEY ESTATE TAX LAWS

Chapter XII
RECENT DEVELOPMENTS CREATE PLANNING
OPPORTUNITIES FOR SPOUSAL JOINT PROPERTY

Chapter XIII
REDUCTION OF ESTATE TAX THROUGH RELATED PARTY LOANS

Chapter XIV
FULL UTILIZATION OF TWO SPOUSES’ EXEMPTION
THROUGH POWERS OF APPOINTMENT



Audio Package Credits
N/A
Update Service
Item #ProductPriceQuantity
106098 Binder/Text
$189.00
$151.00 *
106098CD Binder/Text/CD-ROM
$219.00
$175.00 *
 
*NJSBA Member Price – To qualify for this reduced price, you must provide your NJSBA Member# at the time you place your order. If you place your order without providing your NJSBA Member#, you will be charged the regular price.
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