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This program gives the attorney who provides estate planning services a
practical review of the techniques which can be used to make intermediate-sized
estates (clients whose assets total approximately $2-7 million) free of Federal
estate taxes. The 110-page course book and DVDs of this
3.3-hour December 3, 2007 program by Steven G. Siegel are intended for attorneys
who have a working knowledge of estate planning including the Federal estate
taxation system. The program covers the relevant Federal, but not state, laws.
Mr. Siegel, President of The Siegel Group, a national consulting firm based in
Morristown, NJ, covers these important topics:
ü Overview Of The Challenges And Problems
ü Using Credit Shelter Bypass Trusts To Reduce Estate Taxes
• the use of the unified credit
• difficult issues and creative solutions
• uncertain exemption amounts
ü Using The Marital Deduction
• qualifying
• forms of transfer
• non-citizen spouses
ü Planning With Disclaimers
• requirements for a qualified disclaimer
• interests in jointly-held property
• using disclaimers in post-mortem planning
ü Addressing Life Insurance Assets
• taxation
• planning strategies
ü Addressing Retirement Plan Assets
• general rules of taxation
• planning: rollovers
• planning: trusts as plan beneficiaries
• funding a QTIP trust
• post-mortem planning
ü Planning For Children And Grandchildren
ü BONUS: The course book includes 7 Sample FORMS!
• Marital Deduction: Outright With Disclaimer Option - 1 page
• Power of Appointment Trust - 2 pages
• QTIP Trust - 2 pages
• Tax Clause To Be Used With A QTIP Trust - 2 pages
• Retirement Plan Beneficiary Designation Provision - 1 page
• QTIP Trust Plan Beneficiary Designation Language - 2 pages
• Irrevocable Life Insurance Trust - 31 pages
FORMS: To download forms relating to these topics, please go to
www.NLFforms.com
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