NAEPC Webinars:

Issue 15 – Second Quarter, 2013

NAEPC Journal of Estate & Tax Planning

Editor’s Note: This “dinner menu” summary is designed to help you with the flavor of the article before you read more. If you are interested in the article, click its title to access a copy.

Regular Columns and Reports

Guest Editor’s Column
A Practical Family Dynamics Offering: The Art and Architecture of the Family Meeting
Author: Susan Rounds
List of Conferences
2013 Conferences on Estate, Financial Planning

Second Quarter Update

Where is the Estate Planning Profession Going? (PDF)
Reproduced courtesy of LISI (Leimberg Information Services, Inc.) Newsletter #2081 (March 25, 2013);
Republished on the Society of Financial Services Professionals Website.
Author: John J. Scroggin, AEP®, JD, LLM
The CPA’s Role in Estate Planning After the American Taxpayer Relief Act (PDF file)
Reprinted with the permission of the AICPA
Author: Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished) Nominee
Private Family Foundations and Life Insurance (PDF file)
Reprinted with the permission of Trusts & Estates, December, 2012 (NAEPC Member Discounted Subscription)
Author: Vernon W. Holleman III
Taxes—Obama Unveils Budget Proposal (PDF file)
Reprinted with the permission of Cannon Financial Institute
Tax Tips ( PDF file)
Authors:  Sidney Kess, CPA, JD, LL.M., AEP® (Distinguished) and Robert S. Barnett, CPA, JD, MS (Taxation)
Joint Trusts in a Separate Property State: Time for a Second Look? (PDF file)
Reprinted with the permission of WealthCounsel
Author: Teresa Nuccio, Esq. and Robert P. Wolfson, Esq., CPA
Dead Hand Investing: The Enforceability of Trust Investment Directives (PDF file)
Reprinted with the permission of ACTEC
Author: Jeffrey A. Cooper
Unique and Hard-to-Value Assets (PDF file)
Comptroller’s Handbook, U.S. Treasury, August, 2012
Wandry v. Commissioner: The “Secret Sauce” Estate Planners Have Been Waiting For? (PDF file)
Reprinted with the permission of SRR Journal
Authors: Tiffany B. Carmona and Tye J. Klooster, Esq.
State Death Tax Chart (PDF file)
Reprinted with the permission of McGuireWoods LLP
Revised May 26, 2013