Expert advice, analysis, practical tools, and all the forms necessary to get the job done!

Let Robert A. Esperti, Renno L. Peterson, and Robert S. Keebler, three of the nation's leading experts on estate planning, walk you through a step-by-step demonstration of the uses and applications of irrevocable trusts, with full citations to controlling authorities. Irrevocable Trusts: Analysis with Forms, which includes all essential forms and checklists, is the one resource of its kind that combines expert guidance with the practical tools for the creation and management of irrevocable trusts. This comprehensive resource will enable you to design and implement irrevocable trusts in compliance with the latest tax regulations.

This essential resource includes:

• Expert guidance with full citations to controlling authorities
• Almost 40 forms and checklists that streamline the trust design and implementation process to make your job easier
• Revisions to the charitable remainder trust forms to comply with final regulations concerning valuation of nonpublicly traded assets and timing of distributions
• Forms on Disc, containing all forms appearing in the treatise