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    Issue 22 - October, 2015

    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: Why You Should Consider Charitable Lead Annuity Trusts for Estate Planning
    Author: Mary P. O'Reilly
    List of Conferences
    2015 Conferences on Estate, Financial Planning
    Distance Learning Programs
    Upcoming and on-demand professional education

    Accredited Estate Planner® Designee - Top Pick

    Updated ACTEC State Death Tax Chart (PDF file)
    Reprinted with the permission of ACTEC
    Author: Charles Fox, IV, A.B., M.A., JD, AEP® (Distinguished)
    (
    Most popular article from this issue in terms of views by AEP® designees.)

    Articles

    Top 10 Things You Should Know About the Final Portability Regulations (PDF file)
    Reproduced courtesy of LISI (Leimberg Information Services, Inc.) Newsletter #2320 (July 9, 2015)
    Authors: Lester Law & George Karibjanian

    Roadmap for a Successful Succession Plan (PDF file)
    Reprinted with the permission of SRR Journal
    Author: Alex W. Howard, CFA, ASA
    Business Succession: Part I & Part II (PDF file)
    Reprinted with the permission of SRR Journal
    Author: Leigh S. Harter, CFP®, TEP
    The Terms of the Trust: Extrinsic Evidence of Settlor Intent (PDF file)
    Reprinted with the permission of ACTEC
    Authors: Fred Franke and Anna Katherine Moody
    Fiduciary Best Practices for an Individual Trustee (PDF file)
    Reprinted with the permission of ABA Section of Real Property/Trust & Estate Law
    Authors: Richard B. Freeman, CFP® and Ruth Flynn Raftery, JD, CPA*
    Life Insurance Policy Audits (PDF file)
    Author: Gary DeVicci, MSFS, CFP
    Directed Trusts: Panacea or Plague? (PDF file)
    Reprinted with the permission of Trusts & Estates, March, 2015 (NAEPC Member Discounted Subscription)
    Author: Todd A. Flubacher
    As college expenses rise, CRUTs can do more than plan for retirement (PDF file)
    Reprinted with the permission of Cannon Financial Institute
    The Income Taxation of Complex Trusts and Estates (PDF file)
    Reprinted with the permission of CCH, Estate Planning Review
    Author: Jeremiah W. Doyle IV
    State Tax Treatment of Trusts (PDF file)
    Reprinted with the permission of CCH, Estate Planning Review
    Author: Steven J. Oshins, JD, AEP® (Distinguished)
    The NAEPC Journal of Estate & Tax Planning Quarterly Tax Update (PDF file)
    Author: Scott E. Swartz, JD, LL.M., AEP®

    ALL INFORMATION IN THIS WEBSITE AND THE JOURNAL IS PROVIDED “AS IS”, WITH NO GUARANTEE OF COMPLETENESS, ACCURACY, TIMELINESS OR OF THE RESULTS OBTAINED FROM THE USE OF THIS INFORMATION. ALL INFORMATION IN THIS WEBSITE AND THE JOURNAL IS WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO WARRANTIES OF PERFORMANCE, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. See complete disclaimer.

    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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