33rd Annual Trusts and Estates Seminar Materials - SALE!

Publication Date: October 2014
Available Formats: Print or searchable PDF via download, USB Flash Drive, or CD-ROM
Pages: 302

Information

Topics Covered:

  • Important Updates on Federal and Virginia Tax Developments, Cases, and Legislation
  • Estate Planning Considerations for Small and Modest Estates
  • Trusts with Multi-state Assets/Beneficiaries/Connections
  • Joint Trusts with an Emphasis on Administration Issues
  • Ethical Rules on Capacity Issues

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This comprehensive, stand-alone publication is direct from an October 2014 seminar cosponsored with the Virginia State Bar Trusts and Estates Section.


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Table of Contents

TABLE OF CONTENTS

I. An Estate Planner’s Perspective on Recent Tax Developments – The Year
in Review

Howard M. Zaritsky

II. 2013-14 Virginia Developments in Estate Planning and Administration
J. William Gray

III. Trusts Having Multi-State Contacts
Thomas W. Aldous, Jr.

IV. You Give Trusts a Bad Name: Avoiding Pitfalls in Joint Trust
Administration

Lauren A. Jenkins
Melinda Merk


V. Understanding and Using Annuities in Estate Planning
George P. Wakefield Buxton
Joseph T. Buxton, III


VI. Incapacity, Disability and Impairment: Oh, the Ethics of It All
Kevin B. Rack

Authors

Howard M. Zaritsky

J. William Gray

Thomas W. Aldous, Jr.

Lauren A. Jenkins

Melinda Merk

George P. Wakefield Buxton

Joseph T. Buxton, III

Kevin B. Rack

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