Using trusts as building blocks for your client's estate plan
Subtitle: common trust techniques for the foundation of an estate plan : sophisticated trust techniques for the high net worth client
Series: PBI -- no. 2015-8861; PBI (Series) -- no. 2015-8861.
Publisher: Pennsylvania Bar Institute
Published: 2015
Place of publication: Mechanicsburg, Pennsylvania
Language: eng
Number of pages: 526
Subjects: Trusts and trustees; Estate planning
Notes: Includes bibliographical references.
Table of contents: title: Hypothetical case studies  -- Jonathan H. Ellis, Esq.; title: Using trusts for non-tax purposes  -- Melanie J. Lynagh, J.D., LL.M and Jennifer S. Murphy, J.D., MBA; title: Marital deduction  -- updated by Eric R. Strauss, Esq.; title: Disclaimer trusts  -- updated by Eric R. Strauss, Esq.; title: Estate planning with irrevocable life insurance trusts  -- updated by Heike K. Sullivan, Esq.; title: GRATs, GRUTs, QPRTs, and defective grantor trusts  -- update by Michael W. Mills, Esq.; title: Dynasty trusts & generation skipping tax planning  -- updated by Jennifer L. Rawson, Esq.; title: Generation-skipping transfer tax  -- updated by Jennifer L. Rawson, Esq.; title: Basis : banal? basic? benign? bewildering ?  -- originally updated by Scott S. Small, J.D.; title: Using trusts to hold closely held business interests -- originally updated by Scott S. Small, J.D.