Issue 20 – First Quarter, 2015
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
Accredited Estate Planner® Designee – Top Pick
First Quarter Update
Heckerling 2015 Nuggets (PDF file)
Author: Martin M. Shenkman, Esq. |
Ron Aucutt’s Top Ten Estate Planning and Estate Tax Developments of 2014 (PDF file)
Reproduced courtesy of LISI (Leimberg Information Services, Inc.) Newsletter #2266 (January 5, 2015);
Author: Ron Aucutt |
Recent Developments Affecting the Estate Planning Practice (PDF file)
Author: Stanley M. Johanson |
To Convert or Not to Convert,That is the Question (PDF file)
Authors: Robert S. Keebler and Stephen J. Bigge |
Charitable Planning with Closely Held Business Interests (PDF file)
Reprinted with the permission of Trusts & Estates, June, 2014 (NAEPC Member Discounted Subscription)
Authors: David Thanyne & Emily Brunner |
2015 Key Numbers (PDF file)
Reprinted with the permission of Cannon Financial Institute |
The Taxing Side of Divorce: Division of Non-Qualified Employee Benefits (PDF file)
Reprinted with the permission of SRR Journal
Author: Mary V. Ade |
Life Insurance—Tax Issues to Be Aware Of (PDF file)
Author: Lee J. Slavuton, MD, CLU®, AEP® (Distinguished) |
2nd Annual Trust Decanting State Rankings Chart (PDF file)
Author: Steven J. Oshins, JD, AEP® (Distinguished). |
Effective Collaboration: The True Frontier of Estate Planning (PDF file)
Author: Todd Fithian, Managing Partner, The Legacy Companies, LLC |
Dealing with Financial Planning Risk – Directing Portfolio Decisions or Navigating Human Behavior? (PDF file)
Authors: Hugh Massie and Eamon Porter, DNA Behavior® International |
Building Your Practice and Developing Your Skills Locally and Nationally (PDF file)
Originally published in Probate & Property, January/February 2015. © 2015 by the American Bar Association
Author: Jason E. Havens |
Web Meets the Will: Estate Planning for Digital Assets (PDF file)
Reprinted with the permission of Estate Planning
Author: Gerry W. Beyer |
