Estate planning strategies : a lawyer's guide to retirement and lifetime planning /

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Bibliographic Details
Other Authors: Soled, Jay A
Format: Book
Published: Chicago, Ill. : Senior Lawyers Division, American Bar Association, c2002
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Table of Contents:
  • The social security cash machine / Jonathan Barry Forman
  • Social security / Harold G. Wren
  • Minimum distribution requirements / Louis A. Mezzullo
  • The simple retirement plan alternative / David L. Higgs
  • The new individual retirement account / Stephen P. Magowan
  • Lifetime tax planning / Allan C. Bell
  • The charitable remainder trust / Jeffrey N. Myers and Michael Bourland
  • Charitable lead trusts / Santo Bisignano, Jr. and Toby M. Eisenberg
  • Annual exclusion gifts to minors / Bradley E.S. Fogel
  • Estate planning with life insurance trusts / Bradley E.S. Fogel
  • Family limited partnership / Brian T. Whitlock
  • Prudent investor rule and use of life insurance in tax planning / Benjamin G. Baldwin
  • Private foundations / Stephen A. Frost
  • Qualified personal residence trusts / Carmela T. Montesano
  • Grantor retained annuity trusts and grantor retained unitrusts / Zeb Law
  • Use of self-canceling installment note and the private annuity in estate planning / Dave L. Cornfeld, Jay A. Soled, and Herbert L. Zuckerman
  • Durable powers of attorney and advance directives / Andrew H. Hook
  • Wills / Suzanne L. Shier & Rebecca Wallenfelsz
  • The living revocable trust : an estate planning tool / Sarah M. Linsley
  • Joint accounts : dangers and alternatives / Richard V. Wellman
  • Jointly owned property / Robert T. Danforth
  • Estate planning malpractice and ethical issues / Isabel Miranda