Friday, January 30, 2009
While the über-wealthy may still be sitting pretty upon their vast array of global assets…many of your clients may not be faring so well in the current financial climate.
Whether you’re working with those trying to capitalize on their 2008 charitable donations, or average Americans trying to plan for their future, staying up-to-date on every court decision and regulation that impacts estate planning can be a daunting task. * * *
Access estate planning expert Howard Zaritsky’s annual Year in Review, a comprehensive survey of 2008 tax developments for estate planners. This review analyzes all the important 2008 Court decisions and IRS rulings, and also includes:
- Legislative proposals for estate tax reform in 2009
- A review of the recent family limited partnership decisions and the lessons to be taken from them
- Significant new developments in charitable giving, including charitable trusts
- The new regulations for the generation-skipping transfers
- Sample drafting documents for (1) a family limited partnership, (2) a grantor trust with multiple grantor powers, and (3) a family split-dollar life insurance agreement.
For the complimentary Year in Review whitepaper, register and download here.