2012 Year-End Estate Planning Resources

To assist practitioners with preparing for, and talking to clients about, 2012 year-end estate planning, the following estate planning tools and resources may be helpful.

2012 Year-End Estate Planning Postcard to Mail to Clients (can customize at www.printingforless.com/shenkman for mailing cost, 20% printing discount, no charge for design/set up).
Toolkit: Proactive Planning in Preparation for 2013
Forefield Advisor - useful information to share with clients (available through 2012)
Customizable client PowerPoint to illustrate issues and planning strategies on estate, gift, and GST
Customizable client letter that identifies and encourages clients to begin planning now
Proactive Planning in Preparation for 2013 checklist (July 2012 edition of Journal of Accountancy)
Checklist to plan for the Medicare surtax: Estates & Trusts
Dynasty Trust State Rankings Chart

Domestic Asset Protection Trust State Rankings Chart
Portability Resources, including sample client letter
Estate Tax Impact of 3.8% Medicare Surtax Resources, including:
- Checklist on 3.8% medicare surtax for trusts and estates
- 2-Pager on Understanding the 3.8% Health Care Surtax
- Overview of NIIT Impact on CRT Distributions
- Article on Understanding the 3.8% Medicare Surtax (and estates and trusts impact) - article published by Leimberg Information Services, Inc.
- Opportunities Prior to Possible 2013 Tax Law Changes
- In-depth newsletter on planning with the 3.8% Medicare surtax from Michael Kitces
- Proactive Planning in Preparation for 2013 The 3.8% Medicare Surtax and Its Impact on Trusts & Estates Webinar (8/15/2012)
- Strategies to plan for the 3.8% Medicare Surtax in connection with trusts and estates (Podcast) (7/12/2012)
- Customizable client PowerPoint to illustrate issues and planning strategies with the Medicare surtax
The 2013 Essential Tax and Wealth Planning Guide (prepared by Deloitte)
Managing Your Wealth: Guide to Tax and Wealth Management (prepared by PWC)

Articles:

Recent Developments in Estate Planning - Part 1 (Sept. 2012) & Part 2 (Oct. 2012)
Article on State Taxation of Trusts: Credit for Taxes Paid to Other States
Article on The Year of the Gift Tax: Now is the Time to Lock in Estate Tax Savings
CPA’s Guide to Financial and Estate Planning - Chapter 33: Year-End and New Year Tax Planning
State Estate Taxes - Back from the Dead- Tax Policy Center

Webinars:

Fiscal Cliff/ 2013 Estate Planning - Now what to do and tell your clients (Jan. 9, 2013)
Trust and Estate Impact of the New Medicare Tax (Jan. 2013)
Archived:
- The Domestic Asset Protection Trust: Combining It with Double LLC (10/23/2012)
- Proactive Planning in Preparation for 2013: Post-Election - Now What? How CPA Financial and Estate Planners can Advise their Clients (Nov. 14, 2012) Plan now for 2013: Tax, Gift and Estate Planning Tips – What to do before Dec. 31. (10/18/2012)
- In Depth Estate Planning Strategies in Preparation for 2013 (8/29/2012)
- In-Depth Estate Planning Strategies to Consider Prior to Year-End (7/29/2012)
- 2012 Estate Planning Landscape Overview (7/12/2012, rebroadcast 8/22/12)

A A A

Print Page

Get a free version of Adobe Acrobat Reader