Chicago, Illinois : American Bar Association, Real Property, Trust and Estate Law Section, [2019]
Physical Details
xx, 457 pages : illustrations, forms ; 26 cm
ISBNs
9781641053891, 1641053895
OCLC
on1089286386
Includes bibliographical references and index.
Federal taxes : an overview / Susan A. Beveridge and Jon J. Gallo, updated by Katherine F. Coeyman -- State death taxes / Robert M. Brucken -- Lifetime gifts to minors / Carmela T. Montesano, updated by Andrew P. Gidiere -- The role of life insurance in planning for minors / Kenneth Black III -- Selected issues in life insurance planning and compliance / originally prepared by Jon J. Gallo -- Approaches to funding education / originally prepared by Aen Walker Webster, Christopher P. Cline, and Laura A. Baek -- Planning for the daily care of a minor in the event of an adult's incapacity or death / Naomi R. Cahn and Alyssa A. DiRusso -- Planning for the disabled minor child / Cynthia Barrett -- Transfer of retirement benefits / Svetlana V. Bekman -- Nontax considerations in testamentary transfers to minors / Susan N. Gary and Nancy E. Shurtz -- Special considerations in transfers to minor beneficiaries born as a result of reproductive technologies / Lisa Milot and T.J. Striepe -- Management of a minor's digital assets in the event of incapacity or death / Naomi Cahn, Matt Savare, and John Wintermute