Estate Planning Editorial Materials included in Estate Planning Library: Howard Zaritsky’s Estate Planning Update -- A twice-monthly electronic newsletter provides updates and insight on the latest estate planning developments. Estate Planner's Alert -- A monthly newsletter spotlighting critical developments in estate planning. Analysis -- In-depth subject organized analysis of federal gift, estate and generation-skipping tax rules, and federal trust and estate income tax law (with full citations to controlling authorities). Code-Arranged Estate Planning Annotations and Explanations -- Includes annotations of cases & rulings and full explanations of the Internal Revenue Code, Treasury Regulations and major cases. Estate and Gift Tax Treaties -- Full official text of every treaty between the U.S. and foreign countries relating to estate & gift tax. Practical Estate Planning & Drafting After the Economic Growth & Tax Relief Reconciliation Act of 2001 -- This practical, insightful guide will take you through the complex changes to the utility and features of almost all current estate planning techniques as a result of the EGTRR Act of 2001. Estate Planning -- Articles in this acclaimed journal provide practical guidance from nationally recognized experts in the field. Covers such subjects as tax planning, retirement planning, investments, closely held businesses, elder law, software, and more. Estate Planning Practice Aids and Special Studies - Estate Planning Articles – planning strategies on such subjects as QTIP trusts, maximization of marital deductions, life insurance trusts, etc.
- Will & Trust Forms & Clauses – supported with sample language to assist in the drafting of Wills and Trust agreements
- Estate Checklists - implementation questionnaire, plus checklists to assure that all essential steps are covered and all consequences are accounted for
- Estate Client Letters – a practice management and development tool that shows the practitioner how to present issues and options to clients with necessary supporting information
- Estate IRS Sample Correspondence – includes templates for correspondence with the IRS regarding various estate planning situations
- Uniform Probate Code
- Estate and Gift Tax Handbook – expert guidance on estate and gift tax audits and procedures
- Federal Source and Editorial Materials
- Tax Legislation
- e-Form® RS – federal and state IRS forms delivered via the Internet
Verify the accuracy of estate plans after the tax act of 2001 and incorporate experts’ suggested revisions. With Estate Planning Library without Treatises, you can: - Get answers to all federal estate, gift, generation-skipping, and estate and trust income tax questions
- Develop estate plans and strategies to keep taxes to a minimum, including postmortem strategies
- Draft will and trust documents
- Fill out tax returns and other compliance forms
- Check tax rates, bond valuation tables, IRS code and regulations
- Keep up to date with changes
- Understand both lifetime and postmortem strategies
- Use checklists to guide you through each step of the planning process
- Search by subject or transaction, as well as by Code Section
- Review analysis backed by citations to authority
- Learn how to handle an IRS audit of an estate tax return
- Get Forms explained line-by-line
- See how to minimize estate taxes, maximize wealth, and control and manage assets in today’s changing marketplace
- Discover how to plan, establish and administer customized trust documents
- Follow step-by-step instructions for finalizing an estate after death
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