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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Get Acrobat Reader free here.
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Special Estate Planning Package (EP9) The following 3 Estate Planning courses in one package. Irrevocable Life Insurance Trusts: Practical Planning And Drafting
This 1.75-hour March 23, 2010 program by Louis A. Mezzullo, Esquire, a partner in the Rancho Santa Fe, CA offices of the Luce Forward law firm, provides a practical description of how to properly plan and draft Irrevocable Life Insurance Trusts, one of the most successful ways to save Federal estate taxes. Major topics include: ό Introduction To Irrevocable Life Insurance Trusts ό Planning Considerations ό Qualifying For The Annual Exclusion ό Gift Tax Consequences To Beneficiaries ό Income Tax Consequences To Beneficiaries ό Estate And GST Consequences To Beneficiaries ό Drafting Issues designing the agreement using proceeds to pay taxes creating flexibility FLPs/LLCs: Five Recent Key Cases
This 1.75-hour February 25, 2010 talk by Louis A. Mezzullo, Esquire, a partner in the Rancho Santa Fe, CA offices of the Luce Forward law firm, gives a detailed explanation and analysis of five very important cases relating to the use of Family Limited Partnerships (FLPs) and Limited Liability Companies (LLCs) to obtain valuation discounts for Federal transfer tax purposes. These cases were decided since Mr. Mezzullo's March 17, 2009 presentation, entitled "FLPs/LLCs: Important Recent Cases. Major topics include:
Estate of Christiansen v. Commissioner Petter v. Commissioner
Black v. Commissioner Price v. Commissioner Shurtz v. Commissioner
Lifetime Transfers: Installment Sales To Grantor Trusts, GRATS, And More
This 1.75-hour February 25, 2010 presentation by Louis A. Mezzullo, Esquire a partner in the the Rancho Santa Fe, CA office of the Luce Forward law firm, provides a practical explanation of the most useful lifetime techniques to save federal transfer taxes. Major topics include: ό Installment Sales To Grantor Trusts introduction grantor trusts
sale to a grantor trust tax consequences using formulas to define transfers potential IRS challenges
ό Alternatives To Installment Sales preferred equity interests GRATs (grantor retained annuity trusts) SCINs (self canceling installment notes) private annuities financed net gifts FORMS: To download forms relating to these topics, please go to www.NLFforms.com |
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