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    Second Quarter, 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: Obergefell Effect on LGBT Estate Planning (PDF file)
    Written for NAEPC to update our readers on the recent SCOTUS ruling regarding same sex marriage.
    Author: Joan M. Burda, Attorney at Law
    List of Conferences
    2015 Conferences on Estate, Financial Planning
    Distance Learning Programs
    Upcoming and on-demand professional education

    Accredited Estate Planner® Designee - Top Pick

    Putting It All Together—Some Of The Best Planning Strategies We See In The New Frontier That Reduce Both Income Taxes And Estate Taxes (PDF file)
    Author: S. Stacey Eastland, JD, AEP® (Distinguished)
    (
    Most popular article from this issue in terms of views by AEP® designees.)

    Second Quarter Update

    Speculation About Upcoming Section 2704 Regulation (PDF file)
    Author: Steve Akers, JD, AEP® (Distinguished)
    An update on a standard and a brand new release from our Hall of Fame:
    6th Annual DAPT State Rankings Chart (PDF file)
    1st Annual Non-Grantor Trust State Income Tax Chart (PDF file)
    Author: Steven J. Oshins, JD, AEP® (Distinguished)
    Are You Aware Decanting Causes Tax Issues? (PDF file)
    Reproduced courtesy of Ultimate Estate Planner
    Author: Robert S. Keebler, CPA, MST, DEP, AEP® (Distinguished)
    Practical Planner, Volume 10, Issue 1, Jan-March 2015 (PDF file)
    Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD
    The NAEPC Journal of Estate & Tax Planning Quarterly Tax Update (PDF file)
    Author: Scott E. Swartz, JD, LL.M., AEP®
    The Year of Transparency's Tipping Point (PDF file)
    Reproduced courtesy of WealthManagement.com
    Author: Barbara R. Hauser, JD, TEP

    Bullion Monarch Mining, Inc. v. Barrick Goldstrike Mines: Unconstitutional Perpetual Trusts—Not So Fast Says the Nevada Supreme Court! (PDF file)
    Reproduced courtesy of LISI (Leimberg Information Services, Inc.)
    Author: Steven J. Oshins, JD, AEP® (Distinguished)

    Heckerling Musings 2015 and Current Developments (PDF file)
    Reproduced courtesy of Heckerling Institute and the University of Miami
    Author: Steve Akers, JD, AEP® (Distinguished)
    2015 Trends for Estate Planning (PDF file)
    Reproduced courtesy of Cannon Financial Institute
    Author: Daniel A. Smith, CFP®, CWS®, CIF®

    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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