| May, 2008 |
|
| Regular Columns and Reports |
Letter from the President of NAEPC
Editor's Column: Unexpected Consequences for the Baby Boomers
Helpful Information
Information to help your Practice and Life
List of Conferences |
| Estate and Tax Planning Articles |
McCord V. Commissioner: Defined Value Clauses Redefined?
Heckerling Musings 2008
The Truth About Frivolous Tax Arguments
Insurance in Retirement
Conditional Love: Incentive Trusts and the Inflexibility Problem |
| Presentations and Outlines |
The Uniform Principal and Income Act - Never Confuse
"Uniform" with Simplified
Property Law - A Survey of Transfer and Ownership Law for Trustees
Tax Complexity |
| Practice Aids |
Partial Checklist for Use in a Divorce |
| Studies and Reports |
Taxation of Wealth Transfers Within A Family. A Discussion
Of Selected Areas For Possible Reform
The 2008 Social Security Trustees' Report
The Deductibility of State and Local Taxes
The Budget and Economic Outlook: Fiscal Years 2008 to 2018
List Of Expiring Federal Tax Provisions 2007-2020 |
| December, 2007 |
|
| Regular Columns and Reports |
Editor's Column: Conflicts and Estate Planning
Helpful Information
List of Conferences |
| Life Insurance Articles |
Tips for Evaluating Existing Life Insurance Policies
Sell Your Policy?
Taxation of Life Insurance: Understand the Issues to Avoid Mistakes |
| Estate Planning Articles |
Is Unlimited Inheritance Un-American?
Oral Trusts And Wills: Are They Valid?
Estate Planning To Cope With The Current Legislative Uncertainty |
| Presentations and Outlines |
Perpetual Dynasty Trusts: Tax Planning And Jurisdiction
Selection
Tax Update from the Hill - The Fate of the Estate - Legislative Updates of
Estate and Gift Tax Reform Proposals |
| Studies and Reports |
The Nation's Long-Term Fiscal Outlook
The 2007 Social Security Trustees' Report
IRS Report on Reducing the Federal Tax Gap
Asset Distribution of Taxable Estates |
| July, 2007 |
|
| Regular Columns and Reports |
Editor's Column: Advanced Medical Directives
List of Conferences |
| Articles |
Chawla, Irrevocable Life Insurance Trusts, and the
Insurable Interest Problem
Financial Planning Implications of TRHCA
Advanced Directives in Europe |
| Presentations and Outlines |
Estate Planning with Life Insurance
Heckerling Musings |
| Practice Aids |
2007 State Death Tax Chart |
| Studies |
U.S. Trust Survey of Affluent Americans
Effects of the Federal Estate Tax on Farms and Small Businesses
The Estate Tax and Charitable Giving
Estate and Gift Taxes: Economic Issues
How Repeal of the Federal Estate Taxes will Harm Small Business and how
Repeal of AMT is Necessary |
| November, 2006 |
|
| Regular Columns and Reports |
President's Report
Editor's Column
List of Websites and Studies
List of Conferences |
| Articles |
Life Settlements: Risk Management Guidance for Professional Advisors and
Fiduciaries
Where's My Inheritance?
Initiatives Against Money Laundering
of Importance to Estate Planners
The GST Tax Tail is Killing the Rule
Against Perpetuities
A Return to 2001? |
|
Presentations and Outlines
|
Estate Planning for Same-Sex Couples
Using Disclaimers in an
Uncertain Estate Planning Environment
Ethics and the Secondary Life
Insurance Marketplace |
| Studies and Reports |
Looking Beyond Perpetuity: Customizing a Private Foundation
Background and Issues Relating to the Patenting of Tax Advice
Congressional Study on State Estate and Gift Tax Revenue
A History of
Federal Estate, Gift, and Generation-Skipping Taxes |
