TypeTitleTopicSeasonYear
TypeTitleTopicSeasonYear
Acrobat Reader fileSection 529 Plans More Beneficial Than EverEstate PlanningFall2006
Acrobat Reader fileIt'sTime to Revisit Disclaimer TrustsEstate PlanningSummer2006
Acrobat Reader fileDon'tForget The GRITEstate PlanningSpring2006
Acrobat Reader fileHowto Structure FLPs and FLLCs After StrangiAsset Protection PlanningWinter2006
Acrobat Reader fileManagingthe Liability of an ILIT Trustee with FlexiblePremium PoliciesEstate PlanningWinter2006
Acrobat Reader fileProgramRelated InvestmentsCharitable PlanningWinter2006
Acrobat Reader filePrivateAnnuity TrustsEstate PlanningFall2005
Acrobat Reader fileFinalRegulations Issued Regarding Valuation of LifeInsurance ContractsEstate PlanningFall2005
Acrobat Reader filePlanningfor Contributions to Foreign Charities by Individualsand FoundationsCharitable PlanningFall2005
Acrobat Reader filePolicyChange Impacts Medicaid AnnuitiesEstate PlanningFall2005
Acrobat Reader fileNewPLR Provides Another Way to "Switch" ILITsEstate PlanningSummer2005
Acrobat Reader fileNewPLR Makes Purchasing Life Insurance in CreditShelter Trusts EasierEstate PlanningSummer2005
Acrobat Reader fileTheFoundation Center Releases Data on Family FoundationsCharitable PlanningSummer2005
Acrobat Reader fileEstateof Schutt - Another Favorable IRC Section 2036CaseEstate PlanningSummer2005
Acrobat Reader fileEstateof Bongard: Another IRS §2036 VictoryEstate PlanningSpring2005
Acrobat Reader fileHEETsEstate PlanningSpring2005
Acrobat Reader fileAMust Read New Book on Marital Deduction PlanningEstate PlanningSpring2005
Acrobat Reader fileU.S.Supreme Court Rules That IRAs are Protected fromCreditorsRetirement PlanningSpring2005
Acrobat Reader fileCharities:A Primer, Part IVCharitable PlanningSpring2005
Acrobat Reader fileEstateTax Repeal - 58 Senate Votes and CountingEstate PlanningWinter2005
Acrobat Reader fileTheAmerican Jobs Creation Act of 2004 Toughens theRules Governing Nonqualified Deferred CompensationArrangementsRetirement PlanningWinter2005
Acrobat Reader fileTrust-OwnedAnnuitiesEstate PlanningWinter2005
Acrobat Reader fileCharities:A Primer, Part IIICharitable PlanningWinter2005
Acrobat Reader file"Switching"ILITSEstate PlanningFall2004
Acrobat Reader fileOppotunitiesExist in Making Family LoansEstate PlanningFall2004
Acrobat Reader fileTimeto Revisit Marital Deduction FormulasEstate PlanningFall2004
Acrobat Reader fileIsthe Death Tax Really Dead?Estate PlanningFall2004
Acrobat Reader fileCharities:A Primer, Part IIEstate PlanningFall2004
Acrobat Reader fileFavorableFamily Partnership Ruling From Fifth CircuitEstate PlanningSummer2004
Acrobat Reader fileIRSRules in Favor of Grantor TrustsEstate PlanningSummer2004
Acrobat Reader fileBankruptcyCourt Holds That Chapter 7 Filing Terminates EntiretiesOwnership StatusAsset Protection PlanningSummer2004
Acrobat Reader fileIRSHolds Public Hearing Regarding Its Proposed RegulationsOn The Valuation of Life Insurance ContractsEstate PlanningSummer2004
Acrobat Reader fileCharities:A PrimerCharitable PlanningSummer2004
Acrobat Reader fileIRSProposes New Rules For Valuing Life InsurancePoliciesEstate PlanningSpring2004
Acrobat Reader filePoorerSpouse Funding of Credit Shelter TrustsEstate PlanningSpring2004
Acrobat Reader filePreparingfor Impaired CapacityElder LawSpring2004
Acrobat Reader fileASimple Charitable Strategy Re-VisitedCharitable PlanningSpring2004
Acrobat Reader fileGranholmWould Resurrect Michigan’s Death TaxEstate PlanningSpring2004
Acrobat Reader fileHowto Properly Structure the New Collateral AssignmentSplit Dollar LoansEstate PlanningWinter2004
Acrobat Reader fileTheSkinny on SCINsEstate PlanningWinter2004
Acrobat Reader fileEligibilityfor SSI and Medicaid: Planning to Protect PersonalInjury AwardsElder LawWinter2004
Acrobat Reader filePartialInterest GiftsCharitable PlanningWinter2004
Acrobat Reader fileGrantorRetained Annuity Trusts, Sales to Grantor Trustsor Private Annuities: Which One Is Best For YourClients?Estate PlanningSummer2003
Acrobat Reader fileSixthCircuit Upholds Self Cancelling Installment NoteEstate PlanningSpring2003
Acrobat Reader fileAutomaticAllocation of GST Exemption: New Rules May CreateProblems for Many ILITsEstate PlanningFall2002
Acrobat Reader fileJointSettlor Trusts: A Unique Planning TechniqueEstate PlanningFall2002
Acrobat Reader fileCreativeWays to Fund an Irrevocable Life Insurance TrustEstate PlanningSummer2002
Acrobat Reader fileFundingCredit Shelter Trusts with Variable AnnuitiesEstate PlanningSpring2002
Acrobat Reader fileFundingCredit Shelter Trusts with Life InsuranceEstate PlanningSpring2002
Acrobat Reader fileLifeInsurance vs. Section 529 PlansEstate PlanningWinter2002
Acrobat Reader fileGiftor Sale of GRAT remainder to Dynasty TrustEstate PlanningWinter2002
Acrobat Reader fileHybrid529 Plans Can Improve Returns Over UTMA/UGMAEstate PlanningFall2001
Acrobat Reader fileEstatePlanning Under the New Tax ActEstate PlanningFall2001
Acrobat Reader fileCombiningan ILIT, Split Dollar and a QPRTEstate PlanningSummer2001
Acrobat Reader fileEstateTax Repealed. Don't Bet On It!Estate PlanningSummer2001
Acrobat Reader fileFamilyLLC Funding ChecklistEstate PlanningSpring2001
Acrobat Reader fileIRSLoses Two More Family Limited Partnership CasesEstate PlanningWinter2001
Acrobat Reader filePreplanningfor Long-Term Health CareEstate PlanningFall2000
Acrobat Reader fileIRSLoses Important Valuation DecisionsEstate PlanningSummer2000
Acrobat Reader fileUsingCredit Shelter Trust to Purchase Life InsuranceEstate PlanningSummer2000
Acrobat Reader fileTheSurvivorship Spousal ILITEstate PlanningSpring2000
Acrobat Reader fileTheFamily Incentive TrustEstate PlanningWinter2000
Acrobat Reader fileTheBeneficiary Controlled Trust-Better Than an OutrightGiftEstate PlanningWinter2000
Acrobat Reader fileABetter Way to Pass Annuities at DeathEstate PlanningSummer1999
Acrobat Reader fileRevaluationof GiftsEstate PlanningSummer1999
Acrobat Reader fileNotAll Retirement Plans Safe From CreditorsEstate PlanningWinter1999
Acrobat Reader fileTheStrategic Use of Immediate Annuities in MedicaidPlanningEstate PlanningFall1998
Acrobat Reader fileSeekingRefuge form Creditors Through Life Insurance Contracts-Doesit Work?Estate PlanningFall1998
Acrobat Reader fileTheAlaska Trust - An Alternative to Offshore TrustsEstate PlanningSummer1998
Acrobat Reader fileTheWRAP Trust: A New Way to Package Lifetime GiftsEstate PlanningSpring1998
Acrobat Reader fileNewTAM Disallows Annual Exclusion For Gifts of PartnershipInterestEstate PlanningSpring1998
Acrobat Reader fileCapitalGains Rate Cut: An Estate Planning BlessingEstate PlanningSpring1998
Acrobat Reader fileBeyondthe Credit Shelter TrustEstate PlanningWinter1998
Acrobat Reader fileIRSLoses Again On Crummey Power IssueEstate PlanningSummer1997
Acrobat Reader fileMoreTAM Terrorism: IRS Attempts to Chill the Use ofFLPsEstate PlanningSummer1997
Acrobat Reader fileCourtCreates New Opportunity for Fractional InterestDiscountsEstate PlanningSpring1997
Acrobat Reader fileIRSRenews its Efforts to Limit Crummey PowersEstate PlanningWinter1997
Acrobat Reader fileSellingS Corporations with CRTs - Part IIICharitable PlanningSummer2003
Acrobat Reader fileSenatePasses CARE BillCharitable PlanningSpring2003
Acrobat Reader fileSellingS Corporations with CRTs - Part IICharitable PlanningSpring2003
Acrobat Reader fileSellingS Corporations With CRTsCharitable PlanningWinter2003
Acrobat Reader fileSimpleCharitable Estate Planning Techniques That AreNot Used EnoughCharitable PlanningWinter2002
Acrobat Reader fileLowerAFR Improves Gift Trust ResultsCharitable PlanningSummer2001
Acrobat Reader fileCombiningQTIPs and CRTsCharitable PlanningWinter2001
Acrobat Reader fileCharitablePlanning with Retirement PlansCharitable PlanningFall2000
Acrobat Reader fileUsinga CRT to Make Net Unrealized Appreciation Go AwayCharitable PlanningSummer2000
Acrobat Reader fileUsinga Combination Option/Charitable Lead Trust toPass on the Family BusinessCharitable PlanningWinter2000
Acrobat Reader fileTheFive Levels of Charitable PlanningCharitable PlanningFall1999
Acrobat Reader fileCharitablePotpourriCharitable PlanningSpring1999
Acrobat Reader fileFavorablePrivate Letter Ruling on Gifts of Non-qualifiedStock OptionsCharitable PlanningWinter1999
Acrobat Reader fileCharitableGiving Through Life InsuranceCharitable PlanningFall1998
Acrobat Reader fileSupportingOrganizations: An Alternative to Private FoundationsCharitable PlanningSummer1998
Acrobat Reader fileDeferredAnnuity Contract Purchased by NIMCRUT OK'd byIRSCharitable PlanningSpring1998
Acrobat Reader fileCRTProposed RegulationsCharitable PlanningSummer1997
Acrobat Reader fileACRUT May Be Better Than A Stretch IRA for SecondMarriagesRetirement PlanningWinter2003
Acrobat Reader fileTaxPlanning for Large Retirement PlansRetirement PlanningFall2002
Acrobat Reader fileFundingCredit-Shelter Trusts with Retirement BenefitsRetirement PlanningSpring2002
Acrobat Reader fileIRSSimplifies Required Minimum Distribution RulesRetirement PlanningSpring2001
Acrobat Reader fileCombiningNon-Qualified Deferred Compensation and SplitDollarRetirement PlanningFall2000
Acrobat Reader fileFundinga Family Trust with Retirement Plan BenefitsRetirement PlanningFall1999
Acrobat Reader filePlanningfor the Double Tax on Qualified Plan AssetsRetirement PlanningWinter1999
Acrobat Reader fileNewPlanning Technique - The Roth IRA TrustRetirement PlanningSummer1998
Acrobat Reader fileProposedRegulations Amended for Naming a Trust as PlanBeneficiaryRetirement PlanningSpring1998
Acrobat Reader fileRothIRA Bill Signed Into LawRetirement PlanningSpring1998
Acrobat Reader fileRothIRAs - Is Conversion A Good Idea?Retirement PlanningWinter1998
Acrobat Reader fileThreeYear Holidays from Excise Tax: An Opportunityor Trap?Retirement PlanningSpring1997
Acrobat Reader fileEquitySplit Dollar Plans That Are "Under Water":Why Take Action Now?Business PlanningSummer2003
Acrobat Reader fileIRSSuccessfully Uses IRC Section 2036(a) to AttackDiscount PartnershipsBusiness PlanningSpring2003
Acrobat Reader fileAccountants,Attorneys or Financial Planners: Who Is ResponsibleFor Complying With The New Split Dollar Rules?Business PlanningSpring2003
Acrobat Reader fileHacklDecision Likely to Require Amendments to FamilyPartnership and LLC AgreementsBusiness PlanningWinter2003
Acrobat Reader fileSplitDollar Safe Harbors: The Clock is TickingBusiness PlanningWinter2003
Acrobat Reader fileHowto Properly Find a Buy-Sell AgreementBusiness PlanningFall2002
Acrobat Reader fileTaxPlanning Strategies for Divorcing ShareholdersBusiness PlanningFall2001
Acrobat Reader fileBusinessPlanning for Second Marriages: QTIP or QTRAP?Business PlanningSummer2000
Acrobat Reader fileTheInvestment Company RulesBusiness PlanningSpring2000
Acrobat Reader fileCharitableBuy-Sell AgreementsBusiness PlanningFall1999
Acrobat Reader fileFundingLLCs: Planners BewareBusiness PlanningSummer1999
Acrobat Reader fileFamilyBuy-Sell Agreements: Avoiding the Triple Tax TrapBusiness PlanningSpring1999
Acrobat Reader fileResultsof Family Business SurveyBusiness PlanningSpring1999
Acrobat Reader fileBusinessValuations: A PrimerBusiness PlanningSpring1999
Acrobat Reader fileTheFamily Owned Business Exclusion: No Substitutefor Sophisticated PlanningBusiness PlanningWinter1998

 
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