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DEAL FOR A WEEK & New Form(s)

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

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

Regular Price: $ 299.00

Special Price: $ 219.00

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. 

12 Elder & Family Law Forms (12 Forms, 162 Pages)

Regular Price: $ 329.00

Special Price: $ 249.00

SAVE when you purchase all 12 Elder & Family Law Forms.  Click "Learn More" above for more information about the 12 Elder & Family Law Forms included.

2 Durable Power Of Attorney Forms: "Springing" and "Non-Springing" (18 Pages)

Regular Price: $ 79.00

Special Price: $ 69.00

SAVE when you purchase both Durable Power Of Attorney Forms:  Durable Power of Attorney ("Springing") (7 Pages) and Durable Power of Attorney (Non "Springing") (11 Pages)

Irrevocable Trust For Child Or Grandchild Under IRC Sec. 2503(c) (24 Pages)

Regular Price: $ 59.00

Special Price: $ 49.00

This is an irrevocable trust designed to be used by a grantor to make gifts to minor children or grandchildren. 

This trust is designed to benefit multiple children or grandchildren. Each beneficiary will have a separate share in this trust. The trust is specifically designed to meet all of the requirements of Code Section 2503(c) which allows the gifts to the trust to be eligible for the grantor’s present interest gift tax exclusion, despite the fact that income and principal may be held in the trust until the beneficiary has attained age 21.

 
Planning For The 99% - Persons With Estates Below The Transfer Tax Exclusions -2018 Updated Edition (26-Page Book)
$ 49.00

Released October 15, 2018 - 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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