The Estate Planner Newsletter Archive
January/February 2013
- Tax deal reshapes estate planning landscape
- Are your children prepared to handle your wealth?
- Planning your digital legacy
- Defined Value Clauses to Limit Tax Exposure
- Charitable Giving: A Charitable Lead Trust (CLAT)
- Using a Trust Protector in Your Irrevocable Trust
- Donor Advised Funds and Charitable Giving
- Dynasty Trust that Last Forever
- Use of Crummy Powers to Make Gifts
- Advance Medical Directives
- Section 529 Plan for college education
- Converting an IRA to a Roth IRA
- Disclaimers in Estate Planning
- Private Annuities
- Inventory Defective Grantor Trusts (IDGT)
- Incentive Trusts: Who makes the Gold makes the Rules
- Closely Held Businesses
- Asset Protection and Fraudulent Transfers
- Self Cancelling Installment Notes (SCIN)
- Buy-Sell Agreements and Shareholder Agreements
- Section 412(i) Retirement Plans
- How to Remove a Trustee
- Prenuptial Agreements
- Charitable Remainder Trusts (CRT)
- Prepaid Tuition Plans and College Education Funding
- Naming Contingent Beneficiaries
- Grantor Retained Annuity Trusts (GRAT)
- Post Death Checklist: What to do
- Privacy and Disclosure When using Trusts
- Planning for Incapacity
- Planning for Second Marriages and Blended Families
- Leaving Assets to Minor Children
- Using Irrevocable Life Insurance Trusts (ILIT)
- How to Avoid Probate
- IRAs are Protected from Creditors
- Jointly Owned Assets with a Child
- Business Succession Planning and Closely Held Businesses
- Estate Planning for Unmarried Couples
- Planning for a Disabled Child
- College Planning with Section 529 Plans
- Zeroed Out GRAT
- How to use a Family Limited Partnership (FLP)
- Using Medical Directives and Health Care Forms