Fundamentals of Estate Planning
Printed Coursebook
The Table of Contents for this coursebook can be found below. For further information about the program, please use the links on the lefthand side under "Course Details".
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Table of Contents
| 1. |
Estate Planning Workshop Problem
By Farhad Aghdami |
1 | ||
| 2. |
Fundamentals of Estate Tax and Gift Tax
By Stanley L. Ruby |
5 | ||
| Table of Contents | 6 | |||
| Study Outline | 7 | |||
| 3. |
Property Owned by the Decedent and Jointly Owned Property
By David Pratt |
41 | ||
| 4. |
Powers of Appointment
By David Pratt |
65 | ||
| 5. |
Retained Interests and Powers: Sections 2036, 2037, and 2038
By Mary Ann Mancini |
73 | ||
| 6. |
Special Valuation Rules: Section 2702
By Mary Ann Mancini |
87 | ||
| 7. |
Valuation Planning
By Gayle Evans |
97 | ||
| Table of Contents | 98 | |||
| Study Outline | 99 | |||
| 8. |
What is Community Property and Why Do I Care If I Practice in Illinois, Pennsylvania or New York?
By Betty J. Orvell |
115 | ||
| 9. |
Inter Vivos Transfers-Gift Taxation
By Stanley L. Ruby |
119 | ||
| Table of Contents | 120 | |||
| Study Outline | 121 | |||
| 10. |
Transfers Within Three Years of Death
By Stanley L. Ruby |
171 | ||
| Table of Contents | 172 | |||
| Study Outline | 173 | |||
| 11. |
Planning for the Surviving Spouse
By Diane Hubbard Kennedy |
183 | ||
| 12. |
Estate and Gift Tax Charitable Deduction and Estate Planning Using the Charitable Deduction
By Betty J. Orvell |
261 | ||
| Table of Contents | 262 | |||
| Study Outline | 265 | |||
| 13. |
Estate Planning With Qualified Plans and IRAs
By Gayle Evans |
325 | ||
| Table of Contents | 326 | |||
| Study Outline | 327 | |||
| 14. |
Basic Non-Tax Estate Planning
By Gayle S. Evans and Mary Ann Mancini |
361 | ||
| 15. |
Durable Financial Power of Attorney
By Mary Ann Mancini |
375 | ||
| 16. |
Confidential Estate Planning Questionnaire: Single Person
By Mary Ann Mancini |
395 | ||
| 17. |
Confidential Estate Planning Questionnaire: Married Couples
By Mary Ann Mancini |
413 | ||
| 18. |
Post Mortem Tax Elections
By Farhad Aghdami |
431 | ||
| 19. |
Actions and Elections Chart
By Farhad Aghdami |
457 | ||
| 20. |
An Overview of the Generation-Skipping Transfer Tax
By David Pratt |
467 | ||
| 21. |
Income, Gift, and Estate Tax Planning With Life Insurance
By Farhad Aghdami |
479 | ||
| Study Outline | 481 | |||
| Slide Presentations | 566 | |||
| 22. |
Insurance Ledger
By Farhad Aghdami |
587 | ||
| 23. |
Form A Single Life Irrevocable Life Insurance Trust
By Farhad Aghdami |
591 | ||
| 24. |
Form B Letter to Client
By Farhad Aghdami |
607 | ||
| 25. |
Form C Crummey Notice to Child
By Farhad Aghdami |
613 | ||
| 26. |
Form D Crummey Notice to Spouse
By Farhad Aghdami |
617 | ||
