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Sample Pages

  • Sample Table Of Contents Page 1
  • Sample Table Of Contents Page 2
  • Sample Page 2
  • Sample Page 7
  • Sample Page 14
  • Sample Page 42

Planning For The 99% - Persons With Estates Below The Transfer Tax Exclusions (45-Page Book)

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Description

See sample pages above for the complete Table Of Contents.

Related Form(s): Many forms under the "Estate Planning", "Limited Liability Companies" and the "Trusts" categories on the homepage including:
Intentionally Defective Grantor Trust Forms: Intentionally Defective Grantor Trust, Installment Sale To Trust, Promissory Note For Sale To Defective Grantor Trust
3 Irrevocable Life Insurance Trusts
Portability Election for Estates and Trusts - 4 Alternative Clauses

Related CLE Courses: to listen to, and obtain CLE/MCLE credits in those states for which they are listed, please visit our sister site, www.nlfonline.com, click on your state and scroll to these titles "Estate Planning For Retirement Benefits: An Introduction", "Planning And Drafting For Married Couples In New York", "Powers Of Appointment: A Valuable Device", "Retirement Benefits: Sophisticated Estate Planning", and "Planning For An Aging Population". 

Author
:
Steven G. Siegel is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States. Mr. Siegel is the author of many books, including: The Grantor Trust Answer Book (2012 and 2013 CCH); CPA’s Guide to Financial and Estate Planning (AICPA 2012); and Federal Fiduciary Income Taxation (Foxmoor 2012). In conjunction with numerous tax planning lectures he has delivered for the National Law Foundation, Mr. Siegel has prepared extensive lecture materials on the following subjects: Planning for An Aging Population; Business Entities: Start to Finish; Preparing the Audit-Proof Federal Estate Tax Return; Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts, Introduction to Estate Planning; Intermediate-Sized Estate Planning; Social Security, Medicare and Medicaid: Explanation and Planning Strategies; Subchapter S Corporations: Using Trusts as Shareholders; Divorce and Separation: Important Tax Planning Issues; The Portability Election; Generation-Skipping Transfer Tax: A Comprehensive Review; and many other titles. Mr. Siegel has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including The Heckerling Institute on Tax Planning, CCH, National Law Foundation, AICPA, Western CPE, the National Society of Accountants, the National Tax Institute, Cohn-Reznick, Professional Education Systems, Inc., Foxmoor Education, many State Accounting Societies and Estate Planning Councils as well as on behalf of private companies. He is presently serving as an adjunct professor of law in the Graduate Tax Program (LLM) of the University of Alabama, and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. Mr. Siegel holds a bachelor’s degree from Georgetown University (magna cum laude, phi beta kappa), a juris doctor from Harvard Law School and an LLM in taxation from New York University Law School.

 

 

 

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ONLINE CLE COURSES

Many states permit CLE credits to be earned by study of online courses. To see our many online CLE courses, go to : www.nlfonline.com

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CLE Courses

Many states permit CLE credits to be earned by study of audio CDs and DVDs. To see our recorded CLE courses, go to : www.nlfcle.com.
 
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