53rd Annual Heckerling Institute on Estate Planning
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Each year the most prominent authorities in the field come together at the Heckerling Institute on Estate Planning to discuss and analyze the most important developments in the areas of estate planning and estate, gift, and income taxation. Now in its fifty-third year, the Heckerling Institute is widely regarded as the premier estate planning program in the country. This one-volume publication provides cutting-edge articles based on the podium lectures delivered at the Heckerling Institute.
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
Chapter 1: Recent Developments—2018
Chapter 2: Getting the 411 on IRC 199A: Just the Facts, Ma’am
Chapter 3: Qualified Small Business Stock (the Next Big Bang)—the Quest for Quantum Exclusion: (Queries, Qualms, and Qualifications)
Chapter 4: Estate Planning and Trust Management for a Brave New World: It’s All in the Family…What’s a Family?
Chapter 5: Make Your Charitable Estate Plan Great Again, Charitable Planning with Retirement Accounts: Strategies, Traps & Solutions
Chapter 6: Marriage and Divorce –After the 2017 Tax Act
Chapter 7: Why Can’t My Brother-in-Law Bob Be the Executor of My Estate? Considerations Involving the Selection of the Proper Fiduciaries
Chapter 8: Forgiveness or Permission? Frank + Practical Pointers Regarding Ruling Requests
Chapter 9: Sweet Child O’ Mine: Planning for Parents of Minors
Chapter 10: Are You Building a House of Cards?
Chapter 11: Prepare for Global Wealth: Demystifying Planning for U.S. Persons with Foreign Assets
Chapter 12: Question and Answer Session
Chapter 13: Powers of Appointment in the Current Planning Environment
Chapter 14: The War on Money Laundering: Making Lawyers and Accountants Part of Law Enforcement
Chapter 15: Disclaimer Planning
Chapter 16: Cutting the Gordian Knot of Insurance Transactions
Chapter 17: Life Before and After Death With the IRS’s Minimum Distribution Trust Rules
Chapter 18: Living in a Statistical Universe: Embracing the Art and Ethics of the Engagement Letter
Chapter 19: We Saw. We Heard. We Read. We Learned.