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Third Quarter, 2014

NAEPC Journal of Estate & Tax Planning

Editor's Note: This "dinner menu" summary is designed to help you with the flavor of the article before you read more. If you are interested in the article, click its title to access a copy.

Regular Columns and Reports

Guest Editor's Column:  The Future of Estate Planning:  Focus on The Legal Practitioner (PDF file)
Authors: Kelly Dancy, Esq., and Eido Walny, JD, AEP®, EPLS
List of Conferences
2014 Conferences on Estate, Financial Planning

Third Quarter Update

Except as Provided In Article Five, I Endow Thee With All My Worldly Goods – The New Uniform Premarital and Marital Agreement Act (PDF file)
Author: Carlyn S. McCaffrey, LL.B., LL.M., AEP® (Distinguished)
Uniform Premarital and Marital Agreements Act, with Prefatory Note and Comments (PDF file)
Author: National Conference of Commissioners on Uniform State Laws
Third Annual Dynasty Trust State Rankings Chart (PDF file)
Author: Steven J. Oshins, JD, AEP® (Distinguished)
Protect Your Pet's Future: Pet Trusts and Pet Protection Agreements (PDF file)
Reproduced Courtesy of the ABA Section of Real Property, Trust & Estate Law
Author: Rachel Hirschfeld, Esq.
A Second Chance to Get it Right: Section 9100 Relief for Missed Elections (PDF file)
Reproduced Courtesy of CCH, Incorporated
Author:  Megan L. Brackney, JD, LL.M. (Tax)
Surviving the Ethical Challenges Posed by Transfers Among Family Members (PDF file)
Reproduced courtesy of Heckerling Institute and the University of Miami.
Author: Charles Fox, IV, A.B., M.A., JD, AEP® (Distinguished)
Community Property for Those Who Practice Common Law: Implications of Practicing Near an Uncommon State (PDF file)
Author: Mark A. Shiller, JD, MAE, AEP®
Treasury Issues Long-Awaited Anti-Inversion Guidance (PDF file)
Authors: Neil Barr, JD; Kathleen L. Ferrell, JD; Rachel D. Kleinberg, JD; Michael Mollerus, JD; and Avishai Shachar, LLB, SJD
Notice 2014-52, Rules Regarding Inversions and Related Transactions (PDF file)
Internal Revenue Service
Tax planning: How to Turn a Vacation Property Into a Fiscal Ally (PDF file)
Reproduced Courtesy of Cannon Financial Institute
A Practical Guide to the Tax Issues of Investing in Master Limited Partnerships (PDF file)
Reproduced Courtesy of the AICPA
Authors: Adam Magana, CPA, and Andrea Bucurel, CPA

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Search Issues:

Core Content Providers:

American College of Trust and Estate Counsel

CCH Estate Planning Review

Steve Leimberg's Information Services

Trusts & Estates Magazine (NAEPC Member Value Partner)

WealthCounsel

Edited by:


Charlie Douglas,
JD, CFP®, AEP®


Susan P. Rounds,
JD, CPA, LL.M. (taxation), AEP®

Published by:

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