Program Contents:

• Power of Appointment Trust: What to Do for a Couple with a Large IRA and $2 Million in Other Assets
• Current Issues in Business Succession Planning
• Form Shopping — Income Tax Situs Selection
• What's New with Education Savings Plans?
• Analyze This! — Dealing with Clients, Family Members with Mental Disabilities and Relationship Issues
• Foundational Principles in Federal Estate Tax Valuation
• The Fiduciary Exception to the Attorney-Client Privilege