National Law Foundation

Estates, Gifts, Trusts & Tax Materials

Books, Audiotapes, Audio CDs, Videotapes, DVDs, and FORMS

plus
Download the FORMS NOW!

Get Acrobat Reader free here. 

The Marital Deduction: An In-Depth Review With FORMS

Both the CD-Rom and the text download contain the entire 144-page text in WordPerfect 11 and MS Word 2002 files and are compatible with lower versions of each.

The 144-page course book and audiotapes, audio CDs, VHS tapes and DVDs of this 3.3-hour program, presented by Steven G. Siegel on January 31, 2006, give you a comprehensive explanation of the Federal Estate Tax Marital Deduction including planning and drafting (14 FORMS). Mr. Siegel is president of The Siegel Group in Morristown, NJ.

Some, but not all, topics are:
• History
• Qualifying For The Marital Deduction
• Forms Of Transfers
• Planning For Non-Citizen Spouses
• Integrating QTIP Trusts And The GST Exemption
• The Marital Deduction In Estate Planning
• Choosing Between The Power Of Appointment Trust And The QTIP Trust
• The Hubert Rules
• Drafting Requirements
• Boilerplate Clauses
• Much More
 

Click Package to Select and Place in Cart