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  ALI-ABA Estate Planning Course Materials Journal
  Volume 12, Number 4, August 2006
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  • Drafting And Administering The Special Needs Trust (With Forms)
        Keith Bradoc Gallant, and Rebecca A. Iannantuoni
        p.5                                                                                          +cite        
        When a family member cannot provide for himself or herself, planning must be designed to preserve the individual's eligibility for government benefits and to supplement those benefits so as to improve the quality of the individual's life.
  • Private Placement Life Insurance Planning (Part 2)
        Leslie C. Giordani and Michael H. Ripp, Jr.
        p.25                                                                                        +cite        
        Using private placement life insurance products as the investment chassis for an investor's allocation to hedge funds can successfully meet a client's otherwise seemingly conflicting goals of investing in hedge funds and investing tax efficiently.
  • An Estate Planning Overview Of The Bankruptcy Abuse Prevention And Consumer Protection Act Of 2005
        Sherwin P. Simmons
        p.39                                                                                        +cite        
        The Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 has some serious effects on estate planning for your clients.
  • Special Considerations In Working With The Elderly Client
        Allan D. Bogutz
        p.53                                                                                        +cite        
        Not all estate planning clients are elderly, and of those who are, not all will be disabled, sick, or in need of special care. But enough of them will be.