The Use of Trusts
Instructor: Ronald D. Aucutt
Lifetime Asset Transfers: An Overview
QPRTs, GRATs and the Fundamentals of Sales to Grantor Trusts
Instructor: Paul S. Lee
- MAFI Technical Materials Cover Page
- Section 7.2 (Taxation of Completed Gifts) from Casner and Pennell Estate Planning
- Chapter II (Gift Tax) form Yamamota Donaldson Federal Wealth Transfer
- Chisterson Sophisticated (and Less Sophisticated) Planning Techniques (PLI 2019)
- Lifetime Asset Transfers: An Overview, QPRTs, GRATs, and the Fundamentals of Sales to Grantor Trusts PowerPoint
Financial Modeling in Estate Planning
Instructor: Stacy Eastland
Common Business Planning Challenges and Spotting Key Tax Issues for Family-Owned Business Enterprises
Instructor: Anne J. O’Brien and W. Donald Sparks, II
- Life Cycle of a Business Entity – Wind Down, Sale or Transition of Entity
- Life Cycle of a Business Entity: Getting Started; Choice of Entity; Formation of an Entity
- W. Donald Sparks III, Common Business Planning Challenges and Spotting Key Tax Issues for Family-Owned Business Enterprises PowerPoint
- Anne O’Brien, Common Business Planning Challenges and Spotting Key Tax Issues for Family-Owned Business Enterprises PowerPoint
- Life Cycle of a Business Entity – Session 2
- Life Cycle of a Business Entity- Session 6