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DEAL FOR A WEEK; New Forms & Books

Deal For A Week - deeply discounted pricing is valid for a limited time.

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5 Medicaid Planning Trusts (46 Pages)

Regular Price: $ 159.00

Special Price: $ 139.00

SAVE when you purchase all (5) Medicaid Forms.

Click "Learn More" above for more information about our 5 Medicaid Forms.  Alternatively, each Medicaid Form may be purchased individually.

Estate Administration Issues and Responsibilities Checklist (13 Pages)
$ 29.00

With recent health concerns and political uncertainty, more practitioners will be asked for help administering estates than in many years.

Generation-Skipping Transfer (GST) Tax: 22 Practical Clauses (34 Pages)
$ 199.00

The window to take advantage of generous GST planning opportunities and to repair GST planning mistakes might be closing.  The political risk of the 2020 election suggests at least the possibility that the current generous GST exclusion may be reduced substantially as early as 2021. This is a critical time to discuss GST planning with clients.

These 22 Practical Clauses Address:
1:  Crucial GST exclusion planning issues involving lifetime transfers to be made as well as those made in prior years for which corrections and revisions are still possible and
2:  Inserting the proper language in estate planning documents to be certain that each individual takes the maximum desired advantage of the GST exclusion, especially taking into account that the exclusion is not portable.
Introduction To Estate Planning (59-Page Book)
$ 59.00

Released August 18, 2020 - 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.

Irrevocable GST Trust for Child (for life) then for Grandchildren with LPA Exercisable for Descendants (23 Pages)
$ 59.00

This is an Irrevocable Generation-Skipping (GST) Trust for child (for life), then for grandchildren i.e. more of a 2-generation trust than a Dynasty Trust. The limited power of appointment must be exercised for descendants and the default is to descendants if the power is not exercised. Thus, clearly there are GST implications.

Planning With Dynasty Trusts (41-Page Book)
$ 59.00

Released September 11, 2020 - 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.

Planning With Intentionally Defective Grantor Trusts (47-Page Book)
$ 59.00

Released May 15, 2020 - 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.

Preparing the Federal Estate Tax Return (Form 706) (June 2020 Edition) (53-Page Book)
$ 59.00

Released June 11, 2020 - 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.

Traditional And Roth IRAs After The SECURE And CARES Acts (22-Page Book)
$ 19.00

Released August 7, 2020 - Written by Mark A. Krasner, Esquire 
Click the above "Learn More" button to read the Table of Contents, several Sample Pages and Mr. Kasner's curriculum vitae.

Understanding Grantor Retained Interest Trusts: GRATs, GRUTs And GRITS - The Key Questions And Answers (67-Page Book)
$ 49.00

Released May 15, 2020 - 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.

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