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