52nd Annual Heckerling Institute on Estate Planning
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Hot topics for this year's Institute include:
• Annual Review of Estate Planning Developments
• IRC Section 199A
• Powers of Appointment
• Charitable Giving
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Table of Contents
Ch 1: Recent Developments—2017
Ch 2: Putting It On & Taking It Off: Managing Tax Basis Today (for Tomorrow)
Ch 3: Business Succession: Abdicate? Affiliate? Alienate? Bifurcate? Syndicate? Liquidate? Vacillate? Don't Wait. Cogitate and Participate
Ch 4: Care and Feeding of a Dynasty Trust: High Protein or Low Fat?
Ch 5: The Lloyd Leva Plaine Distinguished Lecture Series: Money in Politics: A Hydraulic or a Legal Issue?
Ch 6: Estate Planning in Anticipation of Difficult Beneficiaries
Ch 7: Buy-Sell Agreements and Related Tax Issues for the Closely Held Business
Ch 8: Beyond the Private Foundation
Ch 9: The 1846 Last Will of John Sutton – What's Not So New in Will Drafting and Contests
Ch 10: Will You Still Need Me, Will You Still Feed Me, When I'm Sixty-Four?
Ch 11: Theory Meets Reality: A Practical Look at the U.S. Income Taxation of Beneficiaries of Foreign Trusts
Ch 12: Question and Answer Session
Ch 13: Stranger in a Strange Land: Dealing With Foreign and Domestic Community Property Issues in Your State
Ch 14: The New Uniform Directed Trust Act Paves the Way for Creative and Thoughtful Divided Trusteeship
Ch 15: What's a Donor to Do? Planned Giving in a
Changing Tax Landscape
Ch 16: Dishing the Dirt on Planning for Real Estate Investors
Ch 17: Doth Thou Roth?
Ch 18: Trustee Discretion: The Better Part of Valor or Vulnerability?
Ch 19: The Best, the Most Intriguing, and the Scariest Ideas Culled from the 2018 Institute and Elsewhere and How to Make Them Work for You and Your Client