GS 815 Audio: Advanced Estate Planning

GS 815 Audio: Advanced Estate Planning episodes:

• December 28, 201212-1 Identify the planning techniques that provide unique opportunities for unmarried couples.

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• December 28, 201212-2 Describe the distinctions that exist for unmarried couples.

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• December 28, 201212-3 Discuss the special estate planning issues that affect elderly clients.

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• December 28, 201212-4 Describe the vehicles for managing the financial matters of elderly clients.

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• December 28, 201212-5 Describe the issues related to health care decisions for elderly clients.

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• December 28, 201212-6 Discuss the premortem estate planning techniques that facilitate the reduction of the gross estate.

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• December 28, 201212-7 Discuss the use of "living benefits" of a life insurance policy.

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• December 28, 201211-1 Discuss the tax treatment of sales of a business for an installment note.

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• December 28, 201211-10 Identify the procedural corporate law considerations that should be followed in setting up a buy-sell agreement.

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• December 28, 201211-11 Explain how a family buy-sell agreement must be structured to satisfy the requirements of Sec. 2703.

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