Supporting Documents

Trusts and Estates Supporting Documents for published articles and stories.

For Steven E. Trytten's "Show Me The Money," in the September 2009 Issue:

  1. The Financial Model
  2. Alternative Case Studies
  3. Bernstein Monte Carlo Analysis

For Steven E. Trytten's 'Got Stretch-Out?' in the July 2009 issue:

  1. Documentation Requirement
  2. Separate Account Treatment
  3. Avoiding Estate Attack
  4. Limiting Trustees’ Power
  5. Conduit Clause
  6. Designating Conduit Trusts as Death Beneficiaries


For Steven B. Gorin's article "The 505 Fix," appearing on page 49 of the December 2008 issue, see the comments to the UPIA Section 505 amendment.

For Roy M. Adams' article "Boulware Yipee! But Remember Lurie" article in the June 2008 issue, see this copy of the U.S. Supreme Court's decision in Boulware.

For Conrad Teitell's article "My Crystal Ball," appearing on page 51 of the May 2008 issue, please see the following documents:

Testimony of witnesses given before the Nov. 14, 2007 Senate Finance Committee hearing entitled "Federal Estate Tax--Uncertainty in Planning Under the Current Law", plus Conrad Teitell's written statement for the hearing record.

Conrad Teitell's Jan. 15, 2008 written answers to questions submitted from the committee members for the record.

Testimony of witnesses given before the March 12, 2008 congressional hearing entitled "Alternatives to the Current Federal Estate Tax System."

Testimony of witnesses given before the April 3, 2008 congressional hearing entitled "Outside the Box on Estate Tax Reform: Reviewing Ideas to Simplify Planning".

Sample Trust Provisions referenced in "Drafting Florida Trusts" by David F. Powell, professor, Florida State University School of Law, and Tye J. Klooster attorney, Katten Muchin Rosenman LLP, Chicago in the February 2008 issue of Trusts & Estates magazine.

Knight v. Commissioner, Supreme Court Decision, Jan. 15, 2008

"Whew!" by Bernard Krooks and Michael Gilfix in Trusts & Estates January 2008 issue: Brewton, James, Longhine

"Litman Audacity" by Espen Robak in Trusts & Estates December 2007: Litman

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