National Law Foundation Estates, Gifts, Trusts & Tax Materials Audio CDs, DVDs, and Downloadable Books |
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Powers Of Appointment: A Valuable Device
In this October 31, 2014, 2.1-hour
(125 minute) presentation,
Ira Mark Bloom, Esquire, provides a practical explanation of one of the most
valuable, but also most underutilized, estate planning tools: the power of
appointment. Mr. Bloom, Justice David Josiah Brewer Distinguished Professor of
Law at Albany Law School, includes many useful planning and drafting tips.
Major topics include:
Why Powers Of Appointment (POA) Are
Important
Basic Federal Tax Rules
Non-Tax Aspects Of POA •
background •
definitions under UPOA •
categories •
general principles of UPOA •
selected issues involving creation under UPOA •
selected issues involving exercise under UPOA
UPOA Sec. 502: Creditor Claims
POA And The Rule Against Perpetuities
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