Estate Planning Strategist (2014, 4th Edition )

Featuring optional CD-ROM with all new & updated forms

Bound handbook

Member Price: $151
Non-Member Price: $189

Authors Include:
Jerome A. Deener, Esq.
Adam M. Grenker, Esq.
Debra T. Hirsch, Esq.


About the Treatise:
The forms and estate planning concepts included in this comprehensive manual have been used successfully by the authors to significantly reduce the estate tax burden of families with mid to high-level net worth. This treatise has been updated with new materials and forms to enable tax practitioners to counsel clients and prepare documents in light of 2012 estate tax law changes. This edition is an invaluable tool to anyone who practices in the estate planning field. The tax savings recommendations and drafting techniques described by the authors have proven to be invaluable to the users of the first three editions. You can’t afford to counsel mid- to high-level worth clients without first referring to this book!

What’s Inside?
• Drafting in light of the permanency of current federal estate tax
• Drafting with flexibility to enable future changes to irrevocable documents for tax and other reasons
• Updated case law dealing with family partnerships, LLC’s and other family investment holdings
• When to use portability and when to use credit shelter trusts
• Trust provisions dealing with Reciprocal trusts designed to retain spousal control of family assets, but avoid federal and New Jersey tax consequences
• How to avoid the problems described in Davidson, relating to the planning for terminally ill through Self Cancelling Installment Notes and Private Annuities      (a 1 billion dollar tax issue for the former owner of the Detroit Pistons)
• Other updates in case law and regulations with respect to planning materials in the treatise
• and more!




Check out some sample pages: click here

Table of contents: click here


Member Price:
Non-Member Price: $189


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