Tax court allows discount for built-in gains consider amending estate, gift, and income tax returns part 2



Valuation issues and estate planning for the terminally ill

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004823291 / 1998-07-17
Date of Publication:
May 1, 1998
Date of Creation:
1998
Title:
Valuation issues and estate planning for the terminally ill.
Series:
Advisors fax alert
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Current topics in estate planning, October 31, 1996

Copyrights records by American Academy of Estate Planning Attorneys, Inc.

The IRS loses another fractional interest discount case

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004823293 / 1998-07-17
Date of Publication:
June 16, 1998
Date of Creation:
1998
Title:
The IRS loses another fractional interest discount case.
Series:
Advisors fax alert
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Estate planning for farmers, ranchers, and landowners

Planning with qualified personal residence trusts

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004823294 / 1998-07-17
Date of Publication:
June 19, 1998
Date of Creation:
1998
Title:
Planning with qualified personal residence trusts.
Series:
Advisors fax alert
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Current topics in estate planning, November 30, 1998

Complete your financial practice with estate planning knowledge

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004828395 / 1998-07-17
Date of Publication:
June 12, 1998
Date of Creation:
1998
Title:
Complete your financial practice with estate planning knowledge.
Description:
Folder.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Current topics in estate planning

Drafting tip

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004829231 / 1998-07-17
Date of Publication:
May 21, 1998
Date of Creation:
1998
Title:
Drafting tip : irrevocability of the Survivor's Trust in DAP2.
Description:
3 p.
Number of similar titles:
2
Variant title:
Drafting tip : irrevocability of the Survivor's Trust in DAP2
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Current topics in estate planning

Financial advisors continuing education

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004843306 / 1998-08-27
Date of Publication:
June 25, 1998
Date of Creation:
1998
Title:
Financial advisors continuing education : June 25-28, 1998, San Diego, California.
Application Title:
Financial advisors continuing education marketing system and tools.
Description:
1 v.
Number of similar titles:
1
Other Title:
Financial advisors continuing education marketing system and tools
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Current topics in estate planning, July 9, 1996

Financial advisors continuing education

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004844121 / 1998-08-27
Date of Publication:
June 25, 1998
Date of Creation:
1998
Title:
Financial advisors continuing education : breakout session materials, June 25-28, 1998, San Diego, California.
Description:
1 v.
Number of similar titles:
1
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Current topics in estate planning, May 1, 1997

TEAM certification program February 1999

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004937808 / 1999-02-25
Date of Publication:
February 19, 1999
Date of Creation:
1999
Title:
TEAM certification program February 1999.
Imprint:
La Jolla : AAEPA, c1999.
Description:
1 v.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Estate planning for an IRA

Preserving an S corporation election at the death of the shareholder

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004945197 / 1999-02-24
Date of Publication:
July 27, 1998
Date of Creation:
1998
Title:
Preserving an S corporation election at the death of the shareholder.
Series:
Advisors fax alert
Description:
3 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Worried about your rights? You should be

Tax court allows discount for built-in gains consider amending estate, gift, and income tax returns

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004945198 / 1999-02-24
Date of Publication:
August 18, 1998
Date of Creation:
1998
Title:
Tax court allows discount for built-in gains consider amending estate, gift, and income tax returns.
Series:
Advisors fax alert
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Core curriculum III

What powers may a surviving spouse have over the credit shelter trust?

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004945199 / 1999-02-24
Date of Publication:
December 7, 1998
Date of Creation:
1998
Title:
What powers may a surviving spouse have over the credit shelter trust?
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Estate planning for an IRA

Disclaimer planning for IRAs, qualified plans, and commercial annuities

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004945200 / 1999-02-24
Date of Publication:
January 13, 1999
Date of Creation:
1999
Title:
Disclaimer planning for IRAs, qualified plans, and commercial annuities.
Description:
3 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Estate planning for an IRA

Avoid failure to file penalties on the death of the grantor of a revocable trust

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004945201 / 1999-02-24
Date of Publication:
September 25, 1998
Date of Creation:
1998
Title:
Avoid failure to file penalties on the death of the grantor of a revocable trust.
Series:
Advisors fax alert
Description:
2 p.
Number of similar titles:
1
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Current topics in estate planning, March 1999

The IRS takes on abusive trust planning

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004945202 / 1999-02-24
Date of Publication:
October 30, 1998
Date of Creation:
1998
Title:
The IRS takes on abusive trust planning.
Series:
Advisors fax alert
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Estate planning for an IRA

IRAs--planning for the initial required minimum distribution

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004945203 / 1999-02-24
Date of Publication:
November 30, 1998
Date of Creation:
1998
Title:
IRAs--planning for the initial required minimum distribution.
Series:
Advisors fax alert
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Advanced estate planning seminar (FLP)

Caution in using charitable family limited partnerships

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004945204 / 1999-02-24
Date of Publication:
January 12, 1999
Date of Creation:
1999
Title:
Caution in using charitable family limited partnerships.
Series:
Advisors fax alert
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Living trust seminar supplement

Watch out for the marital deduction when the IRS bites back with valuation of its own

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004945205 / 1999-02-24
Date of Publication:
October 13, 1999
Date of Creation:
1998
Title:
Watch out for the marital deduction when the IRS bites back with valuation of its own.
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Estate planning for financial advisors instructor's guide

Drafting tips

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004945207 / 1999-02-24
Date of Publication:
October 14, 1999
Date of Creation:
1998
Title:
Drafting tips : married one trustor ILIT in Dap2.
Description:
7 p.
Variant title:
Drafting tips : married one trustor ILIT in Dap2
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Current topics in estate planning, December 31, 1997

Drafting tip

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004945208 / 1999-02-24
Date of Publication:
October 26, 1999
Date of Creation:
1998
Title:
Drafting tip : estate planning with the "5x5 power."
Description:
2 p.
Number of similar titles:
2
Variant title:
Drafting tip : estate planning with the "5x5 power."
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Current topics in estate planning, October 30, 1997

Learn educate achieve direct = LEAD

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004958312 / 1999-02-24
Date of Publication:
February 19, 1999
Date of Creation:
1999
Title:
Learn educate achieve direct = LEAD : February 19-21, 1999, Orlando, Florida : 1999 main event.
Basis of Claim:
New Matter: additions, revisions, editing & compilation.
Description:
1 v.
Variant title:
Learn educate achieve direct
Other Title:
LEAD
February 1999 main event
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Notes:
Spine ti.: February 1999 main event.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Current topics in estate planning

Education Department member alerts, July/August 1999

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005047620 / 1999-12-28
Date of Publication:
August 19, 1999
Date of Creation:
1999
Title:
Education Department member alerts, July/August 1999.
Application Title:
Member alerts, July/August 1999.
Description:
1 v.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Continuing education program

Post seminar follow-up and tracking results

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005068505 / 1999-10-18
Date of Publication:
June 17, 1999
Date of Creation:
1999
Title:
Post seminar follow-up and tracking results.
Description:
11 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Current topics in estate planning

Education Department member alerts, March/April 1999

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005068525 / 1999-10-18
Date of Publication:
April 30, 1999
Date of Creation:
1999
Title:
Education Department member alerts, March/April 1999.
Application Title:
Member alerts--March/April 1999.
Description:
1 v.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Warning

Education Department member alerts, May/June 1999

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005068526 / 1999-10-18
Date of Publication:
June 18, 1999
Date of Creation:
1999
Title:
Education Department member alerts, May/June 1999.
Application Title:
Member alerts--May/June 1999.
Description:
1 v.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Asset protection

Internet services provided by the Internet Group

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005068527 / 1999-10-18
Date of Publication:
October 15, 1998
Date of Creation:
1998
Title:
Internet services provided by the Internet Group.
Description:
4 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Current topics in estate planning, July 9, 1996

Advisors fax alerts, March/April/May 1999

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005068532 / 1999-10-18
Date of Publication:
May 27, 1999
Date of Creation:
1999
Title:
Advisors fax alerts, March/April/May 1999.
Description:
1 v.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: The nightmare of living probate and other selections

Estate and succession planning techniques for the family business owner

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005068537 / 1999-10-18
Date of Publication:
April 21, 1999
Date of Creation:
1999
Title:
Estate and succession planning techniques for the family business owner.
Description:
Folder.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: What to do when a loved one passes away

Practice law the way you always imagined it

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005068538 / 1999-10-18
Date of Publication:
April 30, 1999
Date of Creation:
1999
Title:
Practice law the way you always imagined it.
Description:
Sheets in envelope.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Current topics in estate planning

Looking for a way to take the pain out of practicing law?

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005111835 / 1999-12-27
Date of Publication:
August 3, 1999
Date of Creation:
1999
Title:
Looking for a way to take the pain out of practicing law?
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: Living trust seminar supplement

Advisors fax alert

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005111836 / 1999-12-27
Date of Publication:
August 6, 1999
Date of Creation:
1999
Title:
Advisors fax alert : June/July/August 1999.
Description:
1 v.
Number of similar titles:
1
Variant title:
Advisors fax alert : June/July/August 1999
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (222 documents)
example document: AAEPA document assembly program for Windows
This website is not affiliated with document authors or copyright owners. This page is provided for informational purposes only. Unintentional errors are possible. Multiple persons can share the same name.