Update to Wealth Transfer Planning and Drafting

January 12, 2012

Jeffrey N. Pennell (Richard H. Clark Professor of Law, Emory School of Law) recently published an update to his book, Wealth Transfer Planning and Drafting (West 2011). A description of the update is below:

Teachers of any estate planning course may reproduce and distribute for classroom use the extract from the chapter on marital deduction planning and drafting. It discusses the §2010(c) portability election and all illustrations incorporate the 2012 inflation adjustments.

Download the Marital Planning and Drafting Update.

Updated chapters of the estate planning text, Wealth Transfer Planning and Drafting, are available to users who have adopted the book. They reflect various changes, including the basic exclusion amount inflation adjustments for 2012. Contact Professor Pennell at (404)727-6981 to obtain those materials.

A new edition of the text will be released after Congress addresses the scheduled 2013 sunset of the 2001 tax cuts.

Review Copy: If you would like to review this casebook and have not received a copy, or if you have any questions, please contact your account manager at westacademic@thomsonreuters.com. Please refer to ISBN 9780314226716.

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Books - For the Classroom, Estate Planning - Generally, Estate Tax, Generation-Skipping Transfer Tax and Gift Tax