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24 Clauses For 8 Estate Planning Opportunities After The 2017 Tax Cuts And Jobs Act (45 Pages)

Regular Price: $ 269.00

Special Price: $ 189.00

The passage of the 2017 Tax Cuts and Jobs Act has heralded a new era in estate planning. The greatly increased transfer tax exclusion to $11.18 million, indexed for inflation, is effective from 2018 through 2025, when it is suspended, and returns to the 2017 levels, indexed for inflation. Taking into account political risk, the opportunity to take advantage of the 2017 law could be a once in a lifetime opportunity. Portability is retained. Estate tax planning is “simplified” for many people. Seeking optimal income tax basis adjustments is a goal for everyone. 

11 Partnership Forms (120 Pages)

Regular Price: $ 99.00

Special Price: $ 79.00

SAVE when you purchase ALL 11 FORMS (120 Pages) currently in our Partnerships Category.  Upon purchase, you will receive an email with a link to each of the 11 fully-editable and downloadable forms. Each form will also be stored in your master account on www.nlfforms.com for your unlimited use. Click "Learn More" for the full list of Partnership Law Forms.

2 QPRT Forms (28 Pages)

Regular Price: $ 99.00

Special Price: $ 79.00

SAVE when you purchase TWO QPRT Forms: Qualified Personal Residence Trust (QPRT) With Possible Return To Grantor AND Qualified Personal Residence Trust (QPRT) With Possible Conversion To A GRAT (Grantor Retained Annuity Trust). 

Upon purchase, you will receive an email with a link to each of the fully-editable and downloadable QPRT Forms. Each form will also be stored in your master account on www.nlfforms.com for your unlimited use. Click "Learn More" for a detailed description of each QPRT Form included in this bundle.

In order to purchase a QPRT Form individually, please click "Estate Planning" on the homepage.

8 LLC Forms (128 Pages)

Regular Price: $ 299.00

Special Price: $ 199.00

 Save when you purchase 8 LLC Forms.  Click "Learn More" for the complete list of all 8 LLC Forms included.

Dynasty Trust (34 Pages)

Regular Price: $ 99.00

Special Price: $ 79.00

This Form is a Dynasty Trust, intended to be created for the benefit of the children and more remote descendants of the Grantor, and designed to be a perpetual trust. Ideally, this trust is created in a State that has repealed the rule against perpetuities, thus allowing for the perpetual duration of the trust.

Estate Planning for the 99 Percent: With No Estate Tax, Consider Income Tax, Financial and Personal Objectives (27-Page Book)
$ 49.00

Released June 2, 2019 - Written by Steven G. Siegel.

Click the above "Learn More" button to read the Table of Contents, several Sample Pages and Mr. Siegel's curriculum vitae.
IRC Sec. 199A Simplified (43-Minute Audio Recording)
$ 99.00


New IRC Section 199A - the 20% Qualified Business Income Deduction -  is one of the most important, and complicated, provisions of the 2017 Tax Cuts and Jobs Act. However, in this useful talk, Steve Siegel simplifies 199A by explaining that, for most of your clients you will be able to determine if 199A is available for them by following just three steps. He then thoroughly describes those steps and how to apply them. His presentation lasts approximately 43 minutes.  
1. The Purpose Of 199A
2. It Is Simplified For Most Clients Through 3 Steps
3. Is There A Trade Or Business?
    defined; guidelines; aggregation rules; independent contractors; 
    rental properties; Rev. Proc. 2019-7 safe harbor
4. What Is The QBI?
     sub S corporations; partnerships; REIT income 
5. What Is The Client's Taxable Income Without The QBI?
6. Determining The QBI Amount
7. Planning And Examples      
FREE  ~ 5 MINUTES: To hear - for free - approximately five minutes of this audio presentation by Mr. Siegel, please click here:  5 Minutes FREE.

UPON PURCHASE, The complete recording is immediately available in your online account for your unlimited reference. You may access your purchased recording whenever, and as often as, you wish.

**NO CLE/MCLE CREDIT: This program does not qualify for CLE or MCLE credits and no applications will be made to any state for such accreditations. If you are looking for CLE/MCLE courses, please go to www.NLFcle.com (courses on Flash Drive, CD and DVD)  and www.NLFonline.com (online courses).

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.
Spousal Lifetime Access Trust (SLAT) (10 Pages)

Regular Price: $ 59.00

Special Price: $ 49.00

This is a Form of a Spousal Lifetime Access Trust. With the increased transfer tax exclusion in 2018 and the concern that the law will sunset in eight years – and possibly sooner via political change, the SLAT is an excellent way for a person to make a transfer using this trust that names his or her spouse as the primary beneficiary without claiming the marital deduction, so that the donor spouse is assured of using the increased exclusion just in case it is reduced in the future.  


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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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