Estate planning for family businesses and non-business property after IRC section 2036[c] or its successor



Estate planning manual for trust officers

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001060215 / 1982-10-21
Date of Publication:
October 4, 1982
Date of Creation:
1982
Title:
Estate planning manual for trust officers / Roy M. Adams.
Copyright Note:
C.O. correspondence.
Description:
Sheets.
Copyright Claimant:
American Bankers Association
Authorship on Application:
American Bankers Association, employer for hire.
Names:
Roy M. Adams (7 documents)
example document: Estate planning manual

Copyrights records by Adams, Roy M.

American Bankers Association (695 documents)
example document: Income property construction lending

Copyrights records by American Bankers Association

Estate planning from A to Z

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001065922 / 1983-02-16
Date of Publication:
March 31, 1982
Date of Creation:
1982
Title:
Estate planning from A to Z.
Description:
1 v.
Copyright Claimant:
J. Douglass Jennings, Jr.
Authorship on Application:
entire text: J. Douglass Jennings, Jr.
Names:
Jennings, J. Douglass, Jr.

Estate planning law and taxation

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001076924 / 1983-01-11
Date of Publication:
December 28, 1982
Date of Creation:
1982
Title:
Estate planning law and taxation / by David Westfall ; with forms by Leo L. Schmolka.
Basis of Claim:
New Matter: "revisions throughout publication."
Previous Registration:
Prev. reg. 1981, TX 665-650.
Imprint:
Boston : Warren, Gorham & Lamont, c1982.
Description:
Sheets.
Copyright Claimant:
Warren, Gorham & Lamont, Inc.
Names:
David Westfall

Copyrights records by Westfall, David

Leo L. Schmolka (1 documents)
example document: Estate planning law and taxation
Warren, Gorham & Lamont, Inc. (649 documents)
example document: Corporate cash management handbook

Copyrights records by Warren, Gorham & Lamont, Inc.

Estate planning for real estate investments

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001078304 / 1983-02-28
Date of Publication:
January 19, 1983
Date of Creation:
1982
Title:
Estate planning for real estate investments / Charles W. McMullen.
Imprint:
New York : J. Wiley, c1983.
Description:
68 p.
Copyright Claimant:
John Wiley & Sons, Inc.
Names:
Charles W. McMullen 1924-
John Wiley & Sons, Inc. (8450 documents)
example document: Business English basics

Copyrights records by John Wiley & Sons, Inc.

Estate planning checklist

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001103184 / 1983-02-16
Date of Publication:
May 24, 1982
Date of Creation:
1982
Title:
Estate planning checklist.
Description:
Card.
Copyright Claimant:
Kurt F. Pantzer, Jr.
Authorship on Application:
entire form: Kurt F. Pantzer, Jr.
Names:
Pantzer, Kurt F., Jr., 1928-

Estate planning for interests in a closely held business

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001105247 / 1983-03-31
Date of Publication:
February 4, 1983
Date of Creation:
1983
Title:
Estate planning for interests in a closely held business : v. I / cosponsored by Tax Section, Utah State Bar.
Basis of Claim:
New Matter: "compilation of materials, editing, and additional text."
Previous Registration:
Appl. states copyright is not claimed on prev. pub. text & governmental works.
Series:
ALI-ABA course of study materials ; C754
Description:
431 p.
Variant title:
Estate planning for interests in a closely held business : v. I
Other Title:
A L I-ABA course of study materials ; C754
Copyright Claimant:
The American Law Institute
Authorship on Application:
collective works: The American Law Institute, employer for hire.
Names:
American Law Institute (1676 documents)
example document: ABA Section of Taxation annual advanced study sessions, business and estate planning with life and disability insurance

Copyrights records by American Law Institute

Utah State Bar. Tax Section (3 documents)
example document: Corporate tax planning in the '80s
Tax Section, Utah State Bar. (2 documents)
example document: Corporate tax planning in the '80s

Estate planning for interests in a closely held business

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001105790 / 1983-03-31
Date of Publication:
February 4, 1983
Date of Creation:
1983
Title:
Estate planning for interests in a closely held business : v. II / cosponsored by Tax Section, Utah State Bar.
Basis of Claim:
New Matter: "compilation of materials, editing, and additional text."
Previous Registration:
Appl. states copyright is not claimed on prev. pub. text & governmental works.
Series:
ALI-ABA course of study materials ; C754
Description:
p. 432-787.
Variant title:
Estate planning for interests in a closely held business : v. II
Other Title:
A L I-ABA course of study materials ; C754
Copyright Claimant:
The American Law Institute
Authorship on Application:
collective works: The American Law Institute, employer for hire.
Names:
American Law Institute (1676 documents)
example document: Entertainment, arts, and sports law
Utah State Bar. Tax Section (3 documents)
example document: Tax planning for real estate

Estate planning outline

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001109360 / 1982-07-28
Date of Publication:
June 9, 1982
Date of Creation:
1982
Title:
Estate planning outline : preserving the estate, taking care of the family, and saving taxes / by Lorin Castleman.
Copyright Note:
C.O. correspondence.
Description:
4 p.
Copyright Claimant:
Lorin Castleman
Names:
Lorin Castleman 1939-

Estate planning update

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001215713 / 1983-11-01
Date of Publication:
July 12, 1983
Date of Creation:
1983
Title:
Estate planning update.
Basis of Claim:
New Matter: "p. 5-22 written material and schedules."
Description:
22 p.
Copyright Claimant:
Clifford E. Kohlhepp
Authorship on Application:
Clifford E. Kohlhepp.
Names:
Clifford E. Kohlhepp 1917-

Estate planning in action

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001231481 / 1983-11-22
Date of Publication:
February 25, 1982
Date of Creation:
1982
Title:
Estate planning in action : featuring the "Report," a comprehensive post '81 tax act estate analysis system / Kenneth V. Nordstrom.
Description:
190 p.
Copyright Claimant:
The Research and Review Service of America, Inc.
Names:
Kenneth V. Nordstrom
Research and Review Service of America, Inc. (1 documents)
example document: A comparison

Copyrights records by Research and Review Service of America, Inc.

Estate planning made easy

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001248479 / 1983-12-21
Date of Publication:
November 23, 1983
Date of Creation:
1983
Title:
Estate planning made easy : a fresh approach / by William R. Meredith.
Description:
74 p.
Copyright Claimant:
Ray Meredith, Inc.
Authorship on Application:
Ray Meredith, Inc., employer for hire.
Names:
William R. Meredith
Ray Meredith, Inc.

Estate planning workshop

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001377778 / 1984-07-06
Date of Publication:
June 29, 1984
Date of Creation:
1984
Title:
Estate planning workshop.
Basis of Claim:
New Matter: rev. text.
Previous Registration:
Prev. reg. 1983, TX 1-132-341. Appl. states no copyright is claimed on any material taken from U.S. Govt. sources.
Copyright Claimant:
American Institute of Certified Public Accountants
Notes:
Cataloged from appl.
Names:
American Institute of Certified Public Accountants, Inc. (1219 documents)
example document: Illustrations of management reports on financial statements

Copyrights records by American Institute of Certified Public Accountants, Inc.

Estate planning and drafting

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001450983 / 1984-11-07
Date of Publication:
August 30, 1984
Date of Creation:
1984
Title:
Estate planning and drafting / Regis W. Campfield.
Imprint:
Chicago : Commerce Clearing House, c1984.
Description:
1055 p.
Copyright Claimant:
Commerce Clearing House, Inc.
Names:
Regis W. Campfield 1942-
Commerce Clearing House, Inc. (411 documents)
example document: Winning strategies for individuals under Revenue Reconciliation Act of 1993

Copyrights records by Commerce Clearing House, Inc.

Estate planning for the elderly client

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001460267 / 1984-12-03
Date of Publication:
October 31, 1984
Date of Creation:
1984
Title:
Estate planning for the elderly client / Sanford J. Schlesinger.
Basis of Claim:
New Matter: "most of the text is new."
Previous Registration:
Appl. states copyright not claimed in any material taken from U.S. Govt. sources.
Series:
Wiley tax library
Imprint:
New York : J. Wiley, c1984.
Description:
482 p.
Copyright Claimant:
John Wiley & Sons, Inc.
Authorship on Application:
substantial preparation of chap. 3: Sanford J. Schlesinger, employer for hire.
Names:
Sanford J. Schlesinger 1943-
John Wiley & Sons, Inc. (8450 documents)
example document: Entre nous, a communicative approach to beginning French

Estate planning

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001555570 / 1985-04-09
Date of Publication:
March 1, 1985
Date of Creation:
1985
Title:
Estate planning.
Series:
Personal financial planning
Copyright Claimant:
Peat Marwick Mitchell & Company
Notes:
Cataloged from appl. only.
Names:
Peat Marwick Mitchell & Company (12 documents)
example document: Corporate tax procedures around the world

Copyrights records by Peat Marwick Mitchell & Company

Estate planning understood

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001594651 / 1985-03-20
Date of Publication:
March 5, 1985
Date of Creation:
1985
Title:
Estate planning understood / by Clayton B. Burton.
Copyright Note:
C.O. correspondence.
Description:
63 p.
Copyright Claimant:
C B B Productions, Inc.
Names:
Clayton B. Burton 1932-
CBB Productions, Inc.

Estate planning workshop

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001641824 / 1985-08-08
Date of Publication:
August 6, 1985
Date of Creation:
1985
Title:
Estate planning workshop.
Basis of Claim:
New Matter: rev. text.
Previous Registration:
Prev. reg. 1984, TX 1-377-778. Appl. states no copyright is claimed on any material taken from U.S. Govt. sources.
Copyright Claimant:
American Institute of Certified Public Accountants
Notes:
Cataloged from appl.
Names:
American Institute of Certified Public Accountants, Inc. (1219 documents)
example document: The CPA's role in insolvencies and bankruptcies

Estate planning made easy

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001655012 / 1985-09-11
Date of Publication:
December 14, 1984
Date of Creation:
1984
Title:
Estate planning made easy / by Herbert F. Starr.
Basis of Claim:
New Matter: "updating and editorial revision of text."
Previous Registration:
Prev. reg. as Estate planning in the 1980's, 1982, TX 929-120.
Imprint:
Cockeysville, Md. : Liberty Pub. Co., c1984.
Description:
140 p.
Other Title:
Estate planning in the 1980's
Copyright Claimant:
Herbert F. Starr
Names:
Herbert F. Starr 1932-

Estate planning and drafting

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001675708 / 1985-10-11
Date of Publication:
September 23, 1985
Date of Creation:
1985
Title:
Estate planning and drafting : instruments and forms / Regis W. Campfield.
Imprint:
Chicago : Commerce Clearing House, c1985.
Description:
589 p.
Variant title:
Estate planning and drafting : instruments and forms
Copyright Claimant:
Commerce Clearing House, Inc.
Names:
Regis W. Campfield (18 documents)
example document: Taxation of estates, gifts and trusts

Copyrights records by Campfield, Regis W.

Commerce Clearing House, Inc. (411 documents)
example document: Study guide for 1992 federal tax course

Estate planning for farmers and ranchers

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001690868 / 1985-10-29
Date of Publication:
October 24, 1985
Date of Creation:
1985
Title:
Estate planning for farmers and ranchers / by Clark S. Willingham and Lorence L. Bravenec.
Previous Registration:
Appl. states no copyright is claimed on material taken from U.S. Govt. sources.
Description:
sheets.
Copyright Claimant:
American Institute of Certified Public Accountants
Authorship on Application:
new text: American Institute of Certified Public Accountants, employer for hire.
Names:
Clark S. Willingham
Lorence L. Bravenec (4 documents)
example document: Federal taxation of corporations and their owners

Copyrights records by Bravenec, Lorence L.

American Institute of Certified Public Accountants, Inc. (1219 documents)
example document: Accounting

Estate planning I

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001741823 / 1986-01-14
Date of Publication:
April 26, 1985
Date of Creation:
1985
Title:
Estate planning I.
Copyright Claimant:
American Institute of Certified Public Accountants
Notes:
Cataloged from appl. only.
Names:
American Institute of Certified Public Accountants (350 documents)
example document: Estate planning for closely held business interests

Copyrights records by American Institute of Certified Public Accountants

Estate planning strategies

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001762907 / 1986-02-11
Date of Publication:
September 30, 1985
Date of Creation:
1985
Title:
Estate planning strategies.
Copyright Claimant:
Hampton, Paleveda, Murphy, Cody & Levy
Notes:
Cataloged from appl.
Names:
Hampton, Paleveda, Murphy, Cody & Levy

Estate planning, 1984

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001773335 / 1986-03-13
Date of Publication:
February 15, 1984
Date of Creation:
1984
Title:
Estate planning, 1984.
Imprint:
Los Angeles : School of Law, University of California, c1985.
Description:
408 p.
Copyright Claimant:
the Regents of the University of California
Names:
University of California. Regents (2827 documents)
example document: California will drafting

Copyrights records by University of California. Regents

Estate planning & probate in Mississippi

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001786025 / 1986-04-07
Date of Publication:
February 10, 1986
Date of Creation:
1986
Title:
Estate planning & probate in Mississippi : beyond the basics / John G. Gourlay, Jr., William Steene Painter.
Basis of Claim:
New Matter: "new text."
Previous Registration:
Appl. states no copyright is claimed as to the provisions of any state or federal statute or as to the opinion of any court.
Imprint:
Eau Claire, WI : The Institute, c1986.
Description:
127 p.
Variant title:
Estate planning & probate in Mississippi : beyond the basics
Copyright Claimant:
National Business Institute, Inc.
Authorship on Application:
National Business Institute, Inc., employer for hire.
Names:
Gourlay, John G., Jr.
William Steene Painter
National Business Institute, Inc. (200 documents)
example document: Arkansas probate

Copyrights records by National Business Institute, Inc.

Estate planning and administration in Massachusetts

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001796555 / 1986-03-07
Date of Publication:
November 27, 1985
Date of Creation:
1985
Title:
Estate planning and administration in Massachusetts.
Basis of Claim:
New Matter: compilation.
Copyright Claimant:
the Cambridge Institute, Inc.
Notes:
Cataloged from appl. only.
Names:
Cambridge Institute, Inc. (3 documents)
example document: Architect-engineer liability under Massachusetts law

Copyrights records by Cambridge Institute, Inc.

Estate planning & probate in New York

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001828670 / 1986-05-08
Date of Publication:
December 4, 1985
Date of Creation:
1985
Title:
Estate planning & probate in New York : beyond the basics.
Basis of Claim:
New Matter: "entire text."
Previous Registration:
Appl. states no copyright is claimed as to the provisions of any state or federal statute or as to the opinions of any court.
Imprint:
Eau Claire, Wis. : The Institute, c1985.
Description:
180 p.
Variant title:
Estate planning & probate in New York : beyond the basics
Copyright Claimant:
National Business Institute, Inc.
Names:
National Business Institute, Inc. (200 documents)
example document: Real estate partnerships and syndications in California

Estate planning

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001841812 / 1986-05-05
Date of Publication:
May 1, 1986
Date of Creation:
1986
Title:
Estate planning : a basic guide / Edward F. Sutkowski.
Imprint:
[S.l.] : American Bar Association, Section of General Practice, c1986.
Description:
55 p.
Copyright Claimant:
American Bar Association
Authorship on Application:
collective work: American Bar Association, employer for hire.
Names:
Edward F. Sutkowski
American Bar Association (985 documents)
example document: The environmental law manual

Copyrights records by American Bar Association

Estate planning, a family affair

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001853836 / 1986-06-03
Date of Publication:
April 6, 1986
Date of Creation:
1986
Title:
Estate planning, a family affair.
Basis of Claim:
New Matter: additions & updating.
Previous Registration:
Prev. reg. 1982, TX 996-822.
Copyright Claimant:
Ronald R. Holden
Notes:
Cataloged from appl.
Authorship on Application:
Ronald R. Holden.
Names:
Ronald R. Holden 1943-

Estate planning for farmers and ranchers

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001942079 / 1986-11-04
Date of Publication:
August 29, 1986
Date of Creation:
1986
Title:
Estate planning for farmers and ranchers : v. 1-[2] / Donald H. Kelley, David A. Ludtke.
Edition:
[2nd ed.].
Basis of Claim:
New Matter: "editorial revision and new material."
Imprint:
Colorado Springs : Shepard's/McGraw-Hill, 1986.
Variant title:
Estate planning for farmers and ranchers : v. 1-[2]
Copyright Claimant:
Shepard's/McGraw-Hill, Inc., a division of McGraw-Hill, Inc.
Names:
Donald H. Kelley 1929-
David A. Ludtke 1939-
McGraw-Hill, Inc. Shepard's/McGraw-Hill, Inc. (84 documents)
example document: Shepard's Northeastern reporter citations

Copyrights records by McGraw-Hill, Inc. Shepard's/McGraw-Hill, Inc.

Shepard's/McGraw-Hill, Inc., a division of McGraw-Hill, Inc.

Copyrights records by Shepard's/McGraw-Hill, Inc., a division of McGraw-Hill, Inc.

Estate planning with microcomputers

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001960580 / 1986-12-03
Date of Publication:
May 15, 1986
Date of Creation:
1986
Title:
Estate planning with microcomputers / by Gregory Kolojeski.
Previous Registration:
Appl. states no copyright is claimed on prev. pub. material used with permission and/or on some material taken from U.S. Govt. sources.
Imprint:
New York : American Institute of Certified Public Accountants, c1986.
Description:
sheets.
Copyright Claimant:
American Institute of Certified Public Accountants
Authorship on Application:
new text: American Institute of Certified Public Accountants, employer for hire.
Names:
Gregory Kolojeski (1 documents)
example document: Estate planning with microcomputers

Copyrights records by Kolojeski, Gregory

American Institute of Certified Public Accountants (350 documents)
example document: Financial statement disclosures
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