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  ALI-ABA Estate Planning Course Materials Journal
  Volume 14, Number 6, December 2008
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  • Now You See It; Now You Don't: Capacity In the Planning Process
        Mark B. Edwards
        p.5                                                                                          +cite        
        The focus of this paper is the issue of capacity--how to determine if our client has dminished capacity; if so, what do we do about it; and what are our ethical obligations and to whom do we owe them?
  • Drafting Charitable Lead Trusts And The New IRS Forms
        Lawrence P. Katzenstein
        p.19                                                                                        +cite        
        This outline reviews the mathematics and qualification rules of charitable lead trusts and discusses how to use them to advantage.
  • Renegotiating The Irrevocable Trust: Amending, Decanting, And Judicially Modifying
        William R. Burford and Patricia H. Char
        p.37                                                                                        +cite        
        This outline surveys the broad array of tools available to advisors in reviewing with their clients the ability to amend trust terms that fail to meet the objectives of a trustee or beneficiary.
  • Routine Consents To The Non-Routine
        Steven M. Fast and Steven G. Margolin
        p.51                                                                                        +cite        
        Trustees do not want to be held accountable for anything; beneficiaries want to hold trustees acountable for everything; and settlors and lawmakers are assumed to want to balance those interests.
  • Index To Volumes 11-14 (2005-08)
        p.56                                                                                        +cite    
        An author, subject, and forms index.