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11. The wills, trusts and estate planning handbook / Harvey J. Williamson.  by Williamson, Harvey J. Lakewood, Colo. : Argyle Pub. Co., 2006. Contents:  Professional responsibility in estate planning and will drafting -- Limitations on the right to distribute an estate at death -- Estate distribution taxes -- Obtaining the necessary information -- Methods of estate distribution other than wills and trusts -- The preparation and drafting of wills -- The use of trusts in estate planning -- Living wills and health care directives -- Charitable giving -- Estate planning for persons with modest estates. Notes:  Includes index. Location Collection Call No. Status Due Date Pierce County Law Library Reading Room KF750 .W57 2006 Checked in           12. Estate planning for authors and artists / by Bridget J. Crawford and John Sare.  by Crawford, Bridget J. Washington, D.C. : Tax Management Inc., 2004- Notes:  "This portfolio revises and supersedes 815 T.M." " ... a revision of an earlier version by Genevieve L. Fraiman and Jennifer Jordan McCall" [i.e. Jennifer B. Jordan]. Location Collection Call No. Status Due Date Pierce County Law Library Reading Room KF6289.A1 T35 no.815-2nd Available for use           13. Partial interests : GRATs, GRUTs, QPRTs (section 2702) / by Jonathan G. Blattmachr, Georgiana J. Slade, and Diana S.C.Zeydel.  by Blattmachr, Jonathan G. Washington, D.C. : Tax Management, c2007. Location Collection Call No. Status Due Date Pierce County Law Library Reading Room KF6289.A1 T35 no.836-2nd Checked in           14. Special needs trusts handbook / Thomas D. Begley, Jr., Angela E. Canellos.  by Begley, Thomas D. New York, NY : Aspen Publishers, c2008-. Contents:  v.1 Planning for people with disabilities -- Public and private benefits programs for people with disabilities -- Health care reform--Estate planning -- Special needs trusts: general -- Third party special needs trusts -- Self-settled special needs trusts -- Structured settlements--v.2 Guardianship of a minor or a person with disabilities -- Administration of a special needs trust -- Overview of ethical issues in special needs planning -- The personal injury settlement consultant -- Medicare set-aside arrangements--Income taxation of litigation proceeds--Lien resolution in personal injury cases Notes:  Includes index. Companion CD Location Collection Call No. Status Due Date Pierce County Law Library Reading Room KF733 .B4 Checked in   Pierce County Law Library Reading Room KF733 .B4 Checked in           15. Dynasty trusts / by Christopher P. Cline.  by Cline, Christopher P. 1960- Arlington, VA : Tax Management, Inc. 2008- Contents:  State law issues -- Federal tax issues -- Planning issues -- Funding issues -- Drafting issues. Notes:  "Revises and supersedes 838 TM." Location Collection Call No. Status Due Date Pierce County Law Library Reading Room KF6289.A1 T35 no. 838-2nd Available for use           16. An estate planner's guide to life insurance / Louis A. Mezzullo.  by Mezzullo, Louis A., 1944- Chicago, IL : Section of Real Property, Trust and Estate Law, American Bar Association, c2009. Contents:  Income taxation -- Transfer taxation -- The irrevocable life insurance trust -- Sample forms. Notes:  Accompanied by CD-ROM computer disc containing sample forms and appendix (p. 67-89). Location Collection Call No. Status Due Date Pierce County Law Library Online & discs KF705 .M48 2009 Checked in   Pierce County Law Library Reading Room KF705 .M48 2009 Checked in           17. Estate planning for the corporate executive / by William A. Drennan, Michael G. Goldstein, and Christopher E. Erblich.  by Drennan, William A. Arlington, D.C. : Tax Management, c2009- Contents:  Estate planning problems of the executive -- Estate planning in the age of uncertainty -- Income in respect of a decedent -- Nonqualified deferred compensation for taxable corporations -- Nonqualified deferred compensation for tax-exempt organizations --Death-benefit only plans -- Qualified retirement plans -- Stock options -- Split-dollar insurance arrangements -- Life insurance -- Special issues for owners of closely held businesses -- Non-U.S. citizen spouses. Notes:  "Revises and supersedes 808-2nd T.M., Estate Planning for the Corporate Executive." Location Collection Call No. Status Due Date Pierce County Law Library Reading Room KF6289.A1 T35 no. 808-3rd Available for use           18. Personal life insurance trusts / by Georgiana J. Slade.  by Slade, Georgiana J. Arlington, D.C. : Tax Management, c2009- Contents:  Forms of life insurance products that may be used to fund a life insurance trust and types of arrangements for life insurance trusts -- Gift tax concerns in creating and maintaining a life insurance trust -- Estate tax concerns in structuring a life insurance trust -- Generation skipping transfer tax concerns in structuring a life insurance trust -- Income taxation of life insurance trusts -- Use of irrevocable insurance trusts in private split-dollar arrangements -- State law considerations -- Additional considerations in the preparation and administration of a life insurance trust. Notes:  "This portfolio revises and supersedes 807 T.M." Location Collection Call No. Status Due Date Pierce County Law Library Reading Room KF6289.A1 T35 no. 807-2nd Checked in           19. The lawyer's retirement guide / Susan Berson.  by Berson, Susan A., 1965- Chicago : American Bar Association, c2010. Contents:  The numbers game : how much is enough? -- Risk and asset management -- Cash flow strategies -- Living to 100 : how to join the centenarians club -- Understanding medicare -- Long-term care -- Insurance coverage -- Caring for elderly family members -- Financial apron strings -- New unions -- Estate planning -- Cruise control -- Paradise trends. Location Collection Call No. Status Due Date Pierce County Law Library Reading Room KF300 .B4 2010 Available for use           20. A practical guide to estate planning for a family with a special needs child / Sebastian V. Grassi, Jr.  by Grassi, Sebastian V., 1954- Philadelphia, PA : American Law Institute-American Bar Association Committee on Continuing Professional Education, c2009. Contents:  Statistics reveal that it's not your father's neighborhood anymore -- Learning to navigate in the twilight zone -- Overview of four critical government benefit programs available to special needs families -- Special needs parents face unique estate planning challenges -- Basic estate planning issues for special needs families -- Tax planning -- Estate planning options available to special needs families -- Coordination of the special needs family's estate plan with other relatives' estate plans -- Undertake a thorough review of all the parent's assets -- Financial planning issues for special needs families -- Managing assets already owned by a special needs child -- Medical treatment treatment and the adult special needs child -- Assisting the adult special needs child in financial, educational and daily living matters -- Premature death of the special needs child -- What if the special needs child's parents need to qualify for Medicaid? -- Becoming familiar with community based resources -- The family is different. Location Collection Call No. Status Due Date Pierce County Law Library Reading Room KF733 .G7 2009 Checked in

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