TitleDescriptionKeywordsGeneratorRobots

Estate and Income Tax Planning for the Passage of Family Homes...

Managing the Benefits and Burdens of New Wealth with Incentive Trusts (Part I) - 2001

Managing the Benefits and Burdens of New Wealth with Incentive Trusts (Part 2) - 2001

This Land Is Your Land, This Land Is (Still) My Land: Using Qualified Conservation Contributions to Preserve Cherished Family Properties - 2007 p72

Maximizing the Benefits of the Gift Tax Annual Exclusion: How It Works and How It Doesn’t - 2010

Attachment A SAMPLE TENANCY IN COMMON AGREEMENT

Attachment B PROPERTY MANAGEMENT AGREEMENT

Attachment C Rev. Proc. 2003-42, 2003-23 I.R.B. 993 (June 9, 2003) (IRS Sample QPRT Form)

Attachment D SAMPLE FULL FORM QPRT

Attachment D-1 SAMPLE TRUST FOR CHILDREN CREATED AT END OF QPRT TERM

Attachment D-2 SAMPLE TRUST FOR DESCENDANTS CREATED AT END OF QPRT TERM

Attachment E SAMPLE DEED OF CONSERVATION EASEMENT

What You Thought You Knew About Crummey Powers

Estate Planning for the Passage of Family Homes Using Qualified Personal Residence Trusts

Special Challenges and Opportunities in Estate Planning for the Passage of Wealth to Relatives (Other than Spouses and Descendants), Friends, Employees, and Non-Marital Life Partners

The California Taxation of Non-California Trusts with California Resident Beneficiaries

Thank You But No Thank You: Advanced Issues in Disclaimer Planning

THE NEW AGE OF ESTATE PLANNING: BALANCING THE INCOME, PROPERTY AND TRANSFER TAX ASPECTS OF TRADITIONAL (AND NOT SO TRADITIONAL) ESTATE PLANNING TECHNIQUES