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The Marital Deduction: An In-Depth Review With FORMS
The Marital Deduction: An In-Depth Review With FORMS

 

Audiotapes and Course Book

The 144-page course book and audiotapes of this 3.3-hour program, presented by Steven G. Siegel on January 31, 2006, give you a comprehensive explanation of the Federal Estate Tax Marital Deduction including planning and drafting (14 FORMS). Mr. Siegel is president of The Siegel Group in Morristown, NJ.

Some, but not all, topics are:

• History

• Qualifying For The Marital Deduction

• Forms Of Transfers

• Planning For Non-Citizen Spouses

• Integrating QTIP Trusts And The GST Exemption

• The Marital Deduction In Estate Planning

• Choosing Between The Power Of Appointment Trust And The QTIP Trust

• The Hubert Rules

• Drafting Requirements

• Boilerplate Clauses

• Much More

 
Price: $99.00