Using trusts as building blocks for your client's estate plan
Series: PBI -- no. 2013-7777; PBI (Series) -- no. 2013-7777.
Publisher: Pennsylvania Bar Institute
Published: 2013
Place of publication: Mechanicsburg, Pennsylvania
Language: eng
Number of pages: 386
Subjects: Estate planning; Trusts and trustees
Notes: Includes bibliographical references (page 255).
Table of contents: title: Case studies for trust seminars  -- Jonathan H. Ellis, Esquire, Wesley Yang, Esquire; title: Summary of American Taxpayer Relief Act of 2012 / Jonathan H. Ellis, Esquire --; title: Marital deduction  -- original author, Elyse E. Rogers, Esquire ; updated by Eric R. Strauss, Esquire and Scott S. Small, J.D.; title: Drafting alternatives : an intermediate review for the more experienced practitioner  -- original author, Eric R. Strauss, Esquire ; updated Scott S. Small, J.D.; title: Disclaimer trusts  -- original author, Jonathan H. Ellis, Esquire ; updated by H. Amos Goodall, Jr., Esquire; title: Recent updates  -- H. Amos Goodall, Jr., Esquire; title: Choice of trustees  -- original author, Kirby G. Upright, Esquire ; updated by Brian K. Duffy, Esquire; title: Estate planning with irrevocable life insurance trusts  -- original author, Martha A. Zatezalo, Esquire ; updated by Martyn S. Babitz, Esquire; title: Using trusts for distributions from IRA's and qualified plan accounts  -- Sarah A. Mercer, Esquire; title: Qualified personal residence trusts (QPRT's) and grantor retained annuity trusts (GRAT's)  -- original author, Daniel B. Evans, Esquire ; updated by Vicky Ann Trimmer, Esquire; title: Intentionally defective grantor trusts  -- original author, Scott S. Small, J.D. ; updated by Paula M. Jones, Esquire; title: Use of charitable trusts in estate planning  -- Sylvia Myers Maurin, J.D.; title: Dynasty trusts  -- original author, Scott S. Small, J.D. ; updated by Brian K. Duffey, Esquire; title: Generation skipping transfer tax  -- original author, Sarah A. Mercer, Esquire ; updated by Brian K. Duffey, Esquire; title: Using trusts to hold closely held business interests  -- original authors, Kelly Philips Erb, Esquire and Andrew Monheit ; updated by Scott S. Small, J.D.; title: Trust protectors  -- Wesley Yang, Esquire; title: Changing times, changing trusts -- H. Amos Goodall, Esquire.