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
Table of Contents
Authors
Prices

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

Inventory Reduction Sale - Now Just $10!

Virginia CLE^® is clearing its shelves to make room for newer publications. Stock up and pay just one flat shipping fee. Offer good while supplies last. No other discounts apply. View all Clear The Docket Sale items.

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

Multiple Attorneys? Order by phone (800-979-8253) and receive a 10% discount on orders $400-$800 or a 20% discount on orders over $800. Any publication included in the order applies toward the discount.
Government Attorney? Receive a 30% discount on publications, and a 50% discount on most seminars.
New Virginia Lawyer? (less than three years) Receive a 25% discount on publications and most seminars.

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