Estate Planning Research & Guidance

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Access BNA Tax & Accounting's expert-written analysis and news on estate planning. Find practical research on estate planning topics, such as annuities, fiduciary liability, power of attorney, transfers, and more. Access BNA Tax & Accounting's detailed analysis, practice tools, working papers, client letters, source documents, and news to see why tens of thousands of practitioners rely on BNA for exceptional tax and accounting guidance. Choose a category below to get started.

32 Products Found
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Insurance-Related Compensation (Portfolio 828)
Insurance-Related Compensation, written by Lawrence Brody, Esq., Louis R. Richey, Esq. and Richard C. Baier, JD, discusses how to use life insurance contracts to provide compensation and benefits for employees, especially, after the enactment of §409A. To assist practitioners with life insurance pla...		$400.00Add to Cart
Estates, Gifts and Trusts Portfolios Library
The premier estates, gifts and trusts resource that features research, planning and implementation tools on one platform — backed by the nation's leading tax authorities. You'll receive in-depth analysis of key issues necessary for developing and implementing the best estate, gift, and related incom...		15-Day Free TrialAdd to Cart
The Mobile Client: Tax, Community Property, and Other Considerations (Portfolio 803)
The Mobile Client: Tax, Community Property, and Other Considerations addresses various aspects of general and tax law that impact a client who changes domicile, and discusses documents such a migrant client should execute to implement his or her estate plan. Particular attention is paid to issues th...		$400.00Add to Cart
Community Property: General Considerations (Portfolio 802)
Community Property: General Considerations, which discusses the origins, the general characteristics, and the federal income, gift, estate, and generation-skipping transfer tax aspects of community property, is written by Gerald B. Treacy, Jr., Esq., Treacy Law Group, P.L.L.C., and Of Counsel, Montg...		$400.00Add to Cart
Transfers to Noncitizen Spouses (Portfolio 842)
Transfers to Noncitizen Spouses addresses tax planning for gratuitous transfers of property to a spouse who is not a U.S. citizen. Since 1988, the estate and gift tax marital deductions have been disallowed by §§2056(d) and 2523(i) for transfers of property to a spouse who is not a U.S. citizen. Suc...		$400.00Add to Cart
Transfers of Interests Family Entities Under Chapter 14: Sections 2701, 2703 and 2704 (Portfolio 835)
Transfers of Interests in Family Entities Under Chapter 14: Sections 2701, 2703 and 2704 analyzes the historical and current federal estate and gift tax treatment of “estate freezing” transactions. Written by Louis A. Mezzullo, Esq., Luce, Forward, Hamilton & Scripps LLP, this Portfolio briefly disc...		$400.00Add to Cart
The Family-Owned Business Deduction — Section 2057 (Portfolio 829)
The Family-Owned Business Deduction — Section 2057 discusses in detail the federal estate tax family-owned business exclusion which was enacted by the Taxpayer Relief Act of 1997 and amended in 1998. The provision was designed to provide federal estate tax relief to eligible farms and other small bu...		$400.00Add to Cart
Testamentary Capacity and Validity of Wills (Portfolio 824)
Testamentary Capacity and Validity of Wills addresses the requirements for the execution of a valid will, a critical element in the implementation of a successful estate plan. If a will is to be recognized as valid, it must comply with the formalities of execution under state law and the testator mu...		$400.00Add to Cart
Planning for Disability (Portfolio 816)
Planning for Disability identifies estate planning issues that are peculiar to families whose members include disabled children and adults, and examines, in a very practical way, techniques available to anticipate and address these problems. This Portfolio, written by Ralph J. Moore, Jr., Esq., Morg...		$400.00Add to Cart
Personal Life Insurance Trusts (Portfolio 807)
Personal Life Insurance Trusts describes the income, estate, and gift tax consequences of establishing a revocable or irrevocable life insurance trust. This Portfolio, written by Georgiana J. Slade, Esq., Milbank, Tweed, Hadley & McCloy, analyzes the practical and tax advantages to be gained from th...		$400.00Add to Cart
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