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ESTATES AND TRUSTS

INTERNATIONAL TAX AND ESTATE PLANNING A PRACTICAL GUIDE FOR MULTINATIONAL INVESTORS Robert C . Lawrence III ( Cadwalader , Wickersham & Taft LLP )

This title showcases practice pointers and practical guidance around how estate planning attorneys and their high-net-worth clients should manage and dispose of their multinational estates . Its takeaways have been prepared by a leading authority in international and domestic tax , trust , and personal planning matters .

Any practitioner or professional who assists an estate with assets worldwide will find useful information on how they can prepare estate planning vehicles and individualized testamentary plans . The strategies this title shares touch upon tax-advantaged strategies , airtight drafting practices , and common errors that could prompt regulatory oversight and disclosure demands . The book also features helpful charts and checklists that practitioners and their clients can reference for calculating tax credits and owed taxes .

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1 looseleaf volume 712 pages , $ 462 , Item # 591

ISBN 978-087224-092-6 Updated annually or as needed

CONTENTS

1 Conflict of Laws

2 Federal Estate and Gift Taxation of U . S . Citizens Living Outside the United States and Resident Aliens

3 Federal Estate and Gift Taxation of Nonresident Aliens

4 Jointly Held and Community Property

5 Sovereign Risks , Expropriation , and the Act of State Doctrine 6 Trusts 7 Wills , Estate Administration , and the Revenue Law Doctrine

Table of Authorities Index

MANNING ON ESTATE PLANNING

Stephanie E . Heilborn ( Proskauer Rose LLP )

This title introduces estate planning attorneys and their clients to the available avenues and planning vehicles for managing , maximizing , and protecting private assets . It includes the grounded perspective of its author , a prominent practitioner with two decades of experience advising some of the world ’ s wealthiest families and financial institutions .

Anyone who counsels , assists , or manages high-net-worth family assets will find detailed information on the pros , cons , exemptions , drafting issues , Internal Revenue Service considerations , and tax treatment considerations around a variety of planning vehicles . Among the vehicles covered are QTIPs , QDOTs , QSSTs , ESBTs , straight income trusts , charitable lead trusts , grantor trusts , private annuities , and credit-shelter trusts . Readers will also find helpful sample clauses for use when forming a qualified personal residence trust .

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CONTENTS

1 Getting Started 2 Estate Tax Exemption 3 The Marital Deduction 4 Providing for Children 5 Making Gifts 6 Generation-Skipping Transfer Tax 7 Transfers of Partial or Future Interests 8 Life Insurance 9 Retirement Benefits 10 Valuation and Other Estate and Gift Tax

Issues Relating to Closely-Held Enterprises

Index

1 looseleaf volume or digital 844 pages , $ 493 , Item # 370572

ISBN 978-1-4024-4412-8 Updated annually or as needed

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