Wealth Transfer Tax Developments (2007)

National Law Foundation

Estates, Gifts, Trusts & Tax Materials

Books, Audio CDs, DVDs, and FORMS

plus
Download the FORMS NOW!

Get Acrobat Reader free here.

Wealth Transfer Tax Developments (2007)

Full Brochure

Length 2.5 Hours
Date 9/25/07

Table of Contents
72-Pages

The 72-page course book and 2.5-hour presentation by Jeffrey N. Pennell, Esq. on September 25, 2007, give you a practical and useful explanation of the recent significant developments in Federal transfer taxes, i.e., estate, gift, generation-skipping and fiduciary income taxation. Mr. Pennell is the Richard H. Clark Professor of Law at Emory University School of Law in Atlanta.

Topics include:

• Treasury’s Priority Guidance Plan

• Valuation Of Fractional Interests

• Valuation Of Streaming Payments

• Kohler And Alternate Valuation

• Technical Advice Memorandum 2006-48028

• Estate Of Gimbel

• GRATs

• FLPs/LLCs And Discounts

• IRC Section 2053 Proposed Regulations

• Charitable Lead Annuity Trust Forms Issued

• Generation-Skipping Transfers