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



Client activity tracking system requirements

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004643724 / 1997-10-06
Date of Publication:
September 2, 1997
Date of Creation:
1997
Title:
Client activity tracking system requirements.
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc.

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

Limiting your liability and preserving your wealth

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004687192 / 1998-01-09
Date of Publication:
December 31, 1997
Date of Creation:
1997
Title:
Limiting your liability and preserving your wealth.
Series:
Advisors fax alert
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc.

Failure to send crummey notices was not fatal

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004687193 / 1998-01-09
Date of Publication:
November 10, 1997
Date of Creation:
1997
Title:
Failure to send crummey notices was not fatal.
Description:
3 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (52 documents)
example document: Making the most of life insurance

Getting the credit you deserve

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004687196 / 1998-01-09
Date of Publication:
November 11, 1997
Date of Creation:
1997
Title:
Getting the credit you deserve.
Series:
Advisors fax alert
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (52 documents)
example document: The bottom line

Passing on the family business

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004687197 / 1998-01-09
Date of Publication:
November 25, 1997
Date of Creation:
1997
Title:
Passing on the family business.
Series:
Advisors fax alert
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc.

FDIC insurance and revocable living trusts

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004687198 / 1998-01-09
Date of Publication:
September 22, 1997
Date of Creation:
1997
Title:
FDIC insurance and revocable living trusts.
Description:
3 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc.

New tax relief adds up for homeowners

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004687199 / 1998-01-09
Date of Publication:
September 29, 1997
Date of Creation:
1997
Title:
New tax relief adds up for homeowners.
Description:
3 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc.

Understanding the new IRAs

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004687201 / 1998-01-09
Date of Publication:
October 1, 1997
Date of Creation:
1997
Title:
Understanding the new IRAs.
Series:
Advisors fax alert
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (52 documents)
example document: Where there's a will, there's probate

NAELA commentary ln the Medicaid consequences of revocable trusts

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004687202 / 1998-01-09
Date of Publication:
November 17, 1997
Date of Creation:
1997
Title:
NAELA commentary ln the Medicaid consequences of revocable trusts.
Description:
3 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (52 documents)
example document: Informed consent on spousal waivers

LLCs--do not just jump on the bandwagon

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004687203 / 1998-01-09
Date of Publication:
December 1, 1997
Date of Creation:
1997
Title:
LLCs--do not just jump on the bandwagon.
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc.

Increasing chances for discounts in cash and stock flips

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004687204 / 1998-01-09
Date of Publication:
December 7, 1997
Date of Creation:
1997
Title:
Increasing chances for discounts in cash and stock flips.
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (52 documents)
example document: Living trust seminar supplement

Complete activity tracking system

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004703823 / 1998-01-09
Date of Publication:
December 10, 1997
Date of Creation:
1997
Title:
Complete activity tracking system : CATS.
Description:
151 p.
Other Title:
CATS
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Notes:
Software user manual.
Names:
American Academy of Estate Planning Attorneys, Inc.

1997 fall meeting

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004703962 / 1998-01-09
Date of Publication:
October 23, 1997
Date of Creation:
1997
Title:
1997 fall meeting : attendee reference manual : October 23-26, 1997 / American Academy of Estate Planning Attorneys.
Description:
1 v.
Variant title:
1997 fall meeting : attendee reference manual
Other Title:
Academy 1997 fall meeting.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Notes:
Cover ti.: Academy 1997 fall meeting.
Names:
American Academy of Estate Planning Attorneys, Inc.

Is the IRS campaigning against family limited partnerships?

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004707641 / 1998-01-30
Date of Publication:
December 22, 1997
Date of Creation:
1997
Title:
Is the IRS campaigning against family limited partnerships?
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (52 documents)
example document: The bottom line

GST concerns with grandchildren's trusts or irrevocable life insurance trusts

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004737023 / 1998-03-05
Date of Publication:
January 9, 1998
Date of Creation:
1998
Title:
GST concerns with grandchildren's trusts or irrevocable life insurance trusts.
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc.

1998 winter meeting

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004757048 / 1998-04-15
Date of Publication:
March 5, 1998
Date of Creation:
1998
Title:
1998 winter meeting.
Description:
1 v.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (52 documents)
example document: The nightmare of living probate and other selections

Disclaimers provide flexibility and can salvage a faulty estate plan

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004772558 / 1998-04-15
Date of Publication:
March 3, 1998
Date of Creation:
1998
Title:
Disclaimers provide flexibility and can salvage a faulty estate plan.
Series:
Advisors fax alert
Description:
4 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (52 documents)
example document: Core curriculum III

President's estate tax proposals require prompt action

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004772559 / 1998-04-15
Date of Publication:
February 19, 1998
Date of Creation:
1998
Title:
President's estate tax proposals require prompt action.
Series:
Advisors fax alert
Description:
3 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc.

Lifetime funding of living trusts with US bonds

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004772560 / 1998-04-15
Date of Publication:
January 22, 1998
Date of Creation:
1998
Title:
Lifetime funding of living trusts with US bonds.
Description:
1 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc.

IRS eases planning for commercial annuities

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004772561 / 1998-04-15
Date of Publication:
January 19, 1998
Date of Creation:
1998
Title:
IRS eases planning for commercial annuities : the American Academy of Estate Planning Attorneys Education Department update for January 1998.
Description:
4 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc.

IRS continues its assault on FLPs

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004772562 / 1998-04-15
Date of Publication:
January 12, 1998
Date of Creation:
1998
Title:
IRS continues its assault on FLPs : the American Academy of Estate Planning Attorneys Education Department update for January 12, 1998.
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc.

Survivor's trust irrevocability

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004823273 / 1998-07-17
Date of Publication:
May 27, 1998
Date of Creation:
1998
Title:
Survivor's trust irrevocability.
Series:
Member alert ; DAP2
Description:
1 p.
Other Title:
Member alert ; DAP2
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc.

Update on FLP issues

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004823274 / 1998-07-17
Date of Publication:
July 3, 1998
Date of Creation:
1998
Title:
Update on FLP issues.
Description:
1 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc.

Income tax deduction of estate planning fees

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004823279 / 1998-07-17
Date of Publication:
March 25, 1998
Date of Creation:
1998
Title:
Income tax deduction of estate planning fees.
Description:
4 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc.

Section 2207A

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004823280 / 1998-07-17
Date of Publication:
April 1, 1998
Date of Creation:
1998
Title:
Section 2207A : protecting the surviving spouse from estate taxes on a QTIP trust.
Description:
2 p.
Variant title:
Section 2207A : protecting the surviving spouse from estate taxes on a QTIP trust
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc.

State inheritance problems for states not adopting the increased applicable exclusion amount

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004823282 / 1998-07-17
Date of Publication:
April 8, 1998
Date of Creation:
1998
Title:
State inheritance problems for states not adopting the increased applicable exclusion amount.
Series:
Drafting tip
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc.

Gifts at the death of the surviving trustor

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004823284 / 1998-07-17
Date of Publication:
May 5, 1998
Date of Creation:
1998
Title:
Gifts at the death of the surviving trustor.
Series:
Drafting tip
Description:
3 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc. (52 documents)
example document: Core curriculum III

Hanging powers in irrevocable trusts

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004823285 / 1998-07-17
Date of Publication:
May 15, 1998
Date of Creation:
1998
Title:
Hanging powers in irrevocable trusts.
Series:
Practice v. malpractice alert
Description:
7 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc.

Simplified trust administration

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004823286 / 1998-07-17
Date of Publication:
May 21, 1998
Date of Creation:
1998
Title:
Simplified trust administration.
Series:
Practice v. malpractice alert
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc.

Trust beneficiary fails IRA distribution rules

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004823288 / 1998-07-17
Date of Publication:
May 31, 1998
Date of Creation:
1998
Title:
Trust beneficiary fails IRA distribution rules.
Description:
2 p.
Copyright Claimant:
American Academy of Estate Planning Attorneys, Inc.
Names:
American Academy of Estate Planning Attorneys, Inc.
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