The ABA-PTL Document Download Page
Introduction
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How to Download Documents: |
This page allows subscribers to the ABA-PTL List to download documents, spreadsheets and bookmark files that are supplied by list members. These Documents are available to RPPT Section Members only. We encourage you to join the section today in order to access these documents!
Documents Available for Download:
Estate Planners Beware: New Laws, Rules and Regulations
- Florida Bar CLE Seminar CLE program (.pdf) (posted 8/30/05)
Complete Guide to Planned Giving
Kimbell Vs. U.S. Case
Posted by Dennis M. Sandoval
-
Kimbell Vs. U.S. (pdf) (1/31/03)
- Kimbell Vs. US (word) (1/31/03)
The Beneficiary Controlled Dynasty Trust:
Leveraging it with Installment Sales, GRAT Remainder Sales and Opportunity Shifting Strategies (Updated for 2001)
Estate Tax Relief
Posted by Mike Weinberg
Mr. Weinberg Sent the following message regarding this document:
From: "Mike Weinberg"
Subject: Estate Tax Relief
Date: Fri, 1 Dec 2000 14:59:00 -0700
X-Mailer: Microsoft Outlook IMO, Build 9.0.2416 (9.0.2910.0)
I think you will be interested in AALU's just released proposals on estate tax relief, which are attached. These thoughtful reform proposals are offered as a realistic alternative to the more drastic repeal proposals, with their uncertain future effects. In view of the present confusing political climate, it is felt that the certainty and immediacy of the relief proposals are in the best interests of our clients, as well as of the estate planning community. I am pleased to serve on the special AALU committee that helped to develop these proposals.
Best regards,
Mike Weinberg
Nothing contained in this communication is to be considered as the rendering of legal or tax advice.
ELECTIVE SHARE: Dealing with Future Shock
by Laird A. Lile, Esq.
Trust Administration Statutory Fee Schedule
This list contains established fee schedules for several states
Trust Protector Language
from attorney Richard Julian
(posted 4/13/00)
Trust Protector Language
Beneficiaries Who May Have Substance Abuse Or Other Problems
