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Electronic Document
Electronic Document
Advanced Estate Planning 2012 - Original Program Date 3/30/12
Price: $35.00
Document №:ES145E
Pages:582
Publish Date:  4/24/2012
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  Item Description | Authors | Course Materials
Item Description Back to top
Here are the materials in .pdf format from the seminar that took place on March 30, 2012.
Materials alone do not qualify for NHMCLE Credit.
Click on the Table of Contents document for a preview of the materials.
 
Here is a description from the live course.
 
Attorneys, paralegals, CPAs, and bank trust officers should attend this important Advanced Estate Planning Seminar. The panelists include the leading estate planning attorneys in the state. The topics will include:

 

• Changes that Came About with the 2010 Tax Reform Act

• Drafting for the Marital QTIP and Credit Shelter Trusts

• Generation Skipping Transfer Tax Trusts

• Asset Protection Trusts

• Qualified Personal Resident Trusts

• Charitable Remainder Trusts

• Charitable Lead Trusts

• Grantor Retained Annuity Trusts

• Irrevocable Life Insurance Trusts

 

With the Federal Estate, Gift and Generation Skipping Tax laws in flux for the next few years, this program will focus on critical thinking for the practitioners in handling sophisticated matters for clients.


Authors Back to top
Robert A. Wells, McLane, Graf, Raulerson & Middleton, Manchester
Ruth Tolf Ansell, Ansell & Anderson, Bedford
Michelle Arruda, Devine, Millimet & Branch, Concord
Sally Hopkins Mulhern, Mulhern & Scott, Portsmouth
Anu R.  Mullikin, Devine, Millimet & Branch, Manchester
Colleen D. O'Connell, Barradale, O'Connell, Newkirk & Dwyer, PA, Bedford
William V.A. Zorn, McLane, Graf, Raulerson & Middleton, PA, Manchester

Course Materials Back to top

icon_acrobatAdvanced Estate Planning - Table of Contents and Roster (10 Pages, 270 KB)
icon_acrobatAdvanced Estate Planning - Agenda (1 Page, 49 KB)
icon_acrobatPg. 1-14 - Tax Reform Act of 2010 - Mullikin (15 Pages, 291 KB)
icon_acrobatPg. 15-38 - Lifetime and Testamentary Transfers in 2010 - Ansell (25 Pages, 541 KB)
icon_acrobatPg. 39-54 - Estate Planning Under the 2010 Tax Act - Anderson, Mullikin (17 Pages, 185 KB)
icon_acrobatPg. 55-106 - Marital Deduction and Credit Shelter Trust Drafting - Arruda (53 Pages, 1 MB)
icon_acrobatPg. 107-135 - Generation Skipping Transfer Tax Planning - Ansell (30 Pages, 644 KB)
icon_acrobatPg. 136-149 - Retirement Account Beneficiaries - OConnell (15 Pages, 270 KB)
icon_acrobatPg. 150-181 - Asset Protection Trusts - Zorn (33 Pages, 1 MB)
icon_acrobatPg. 182-276 - Top 5 Irrevocable Trusts, NJSAs and Decanting (96 Pages, 4 MB)
icon_acrobatExhibit A - Zorn (1 Page, 43 KB)
icon_acrobatAdvanced Estate Planning All Materials (296 Pages)

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