Avoiding mistakes in planning for moderate estates
Subtitle: course materials from the October 15, 1999 program in Portland.
Contributors: Oregon Law Institute.
Publisher: Oregon Law Institute, Northwestern School of Law of Lewis & Clark College
Published: 1999
Place of publication: Portland, OR
Language: eng
Subjects: Estate planning -- Oregon; Estate planning -- United States; Inheritance and transfer tax -- Law and legislation -- Oregon; Inheritance and transfer tax -- Law and legislation -- United States
Notes: Includes bibliographical references.
Table of contents: title: Why is estate tax planning necessary; title: and how is it accomplished? : an overview / Penny H. Serrurier, Emily V. Karr; title: Federal tax valuation issues / John A. Bogdanski; title: Planning fundamentals for IRAs and qualified plans / Christopher P. Cline; title: Tax apportionment / Emily V. Karr, Penny H. Serrurier; title: Medicaid planning issues in drafting of revocable living trusts / Dady Kathryn Blake.