National Law Foundation
Estates, Gifts, Trusts & Tax Materials
Books, Audiotapes, Audio CDs, Videotapes, DVDs, and FORMS
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National Law Foundation Estates, Gifts, Trusts & Tax Materials Books, Audiotapes, Audio CDs, Videotapes, DVDs, and FORMS |
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Get Acrobat Reader free here.
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How To Plan And Draft While The Laws Are In Limbo Both the CD-Rom and the text download contain the entire 152-page text in WordPerfect 11 and MS Word 2002 files and are compatible with lower versions of each.
The Planning Issues The Drafting Issues Flexibility: The Disclaimer Trust Solution Flexibility: The Contingent QTIP Trust Solution Flexibility: The Poorer Spouse Funding Techniques Flexibility: Broad Fiduciary Discretion and Limited Powers of Appointment State Death Tax Considerations Whether To Continue Gifts Are Advanced Planning Techniques Still Viable? 5 Useful FORMS (1) Disclaimer Will with Trust Provision for Spouse and Children 19 pages (2) Clayton Clause 1 page (3) SCIN: Purchase Agreement and Promissory Note 6 pages (4) Private Annuity Agreement 3 pages (5) Grantor Retained Annuity Trust 28 pages More
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