National Law Foundation
Estates, Gifts, Trusts & Tax Materials
Books, Audio CDs, DVDs, and FORMS
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National Law Foundation Estates, Gifts, Trusts & Tax Materials Books, Audio CDs, DVDs, and FORMS |
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Vital Estate Planning Topics
This 3.3-hour February 20, 2007 presentation by
Steven G. Siegel gives you
a practical and useful explanation of the most important topics in
estate planning today. Mr. Siegel, president of The Siegel Group, a national consulting firm based in Morristown, NJ, discusses these important subjects: • Ongoing Need For Flexible Planning Solutions - title of assets - disclaimers - contingent QTIP trusts - joint revocable trusts - “poorer spouse’s funding technique” - preserving IRA spousal rollovers • Dealing With State Death Taxes - what states have done - techniques to avoid state death taxes • FLPs And LLCs - IRS attacks - advising clients • Penalties On Taxpayers And Appraisers For Valuation Misstatements Are Increased • IRS Changes The Rules For Private Annuities - Proposed Regs issued October 18, 2006 - effective date issues - planning under the new Regs • New Rules And Rulings Affect Retirement Plan Distributions - 2006 Pension Protection Act allows accounts for nonspousal beneficiaries - Notice 2007-7 issued January 10, 2007 - February 13, 2007 IRS Guidance - IRAs payable to trusts: the separate share issue - using retirement plan trusts and QTIP assets • Snapshots Of Several Current Hot Topics - aggregation of decedent’s interests to create a control premium - “care” as an ascertainable standard - spouses can get a special IRA rollover break - planning opportunities with the “Intentionally Defective Grantor Trust” |
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