Planning for Large Estates

Analysis of the latest legal trends, planning notes, illustrative examples, practice forms and tax-saving techniques you need to handle large estates. While estate freezing techniques have been severely curtailed by Congress, planning for large estates continues to be a technically demanding and dynamic area of practice.

Planning for Large Estates is 100% practice oriented. It is specifically designed to meet the needs of attorneys working with large estates. As your practice grows in size and complexity, and as your clients' assets appreciate, this all-inclusive planning guide, updated yearly by an expert practitioner, will grow in value.

Our expanded guide shows you how to reduce your clients' taxes and save money for their beneficiaries. It pinpoints proven tax-saving procedures and takes you through the most effective freeze methods step-by-complicated-step.

This publication zeroes in on the most effective wealth transfer techniques:
•   Limited liability companies
•   Multi-tier family limited partnerships
•   Irrevocable life insurance trusts
•   Intrafamily business transfers
•   Corporate recapitalizations
•   Intrafamily and charitable gifts
•   Sales techniques