GS 815 Video: Advanced Estate Planning episodes:

• December 31, 201212-4 Describe the vehicles for managing the financial matters of elderly clients.

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• December 31, 201212-5 Describe the issues related to health care decisions for elderly clients.

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• December 31, 201212-6 Discuss the premortem estate planning techniques that facilitate the reduction of the gross estate.

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• December 31, 201212-7 Discuss the use of "living benefits" of a life insurance policy.

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• December 31, 201211-14 Discuss the benefits of deferring estate taxes under Sec. 6166.

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• December 31, 201211-13 Discuss the deductibility of expenses incurred with respect to borrowing or selling estate assets to provide estate liquidity.

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• December 31, 201211-2 Describe the impact of an installment note on the seller's estate.

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• December 31, 201211-3 Discuss the estate planning uses of a self-canceling installment note (SCIN).

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• December 31, 201211-4 Identify the benefits of a sale of a business for a private annuity.

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• December 31, 201211-5 Describe the tax treatment of a private annuity.

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