Gifts to Minors, Third Edition Out of Stock

Softcover Edition

 

Book Title: Gifts to Minors, Third Edition
Author: Laurie A. Hunter
Publisher: CBA-CLE (CLE in Colorado, Inc.)      
Publication Date: Third Edition, 2015
Last Updated: October 2015      
Page Count: 334 Pages
Trim Size: 7.5 x 10-inch format
Format: Softcover - (also includes PDF - Download from your CLE Dashboard)
 
About the Book:
Clients wish to make gifts to minors for many reasons, including setting aside funds to pay for college, reducing the size of their estates for estate tax purposes by making annual exclusion gifts, or simply making an outright gift to help children and grandchildren. The purpose of this book is to review several commonly used alternatives for making gifts to minors.
 
This book addresses:
(1) Colorado's version of the Uniform Transfers to Minors Act,
(2) Internal Revenue Code § 529 Plans,
(3) Internal Revenue Code § 2503(c) Trusts,
(4) Crummey Trusts, and
(5) other methods of making gifts to provide for college expenses, such as Coverdell Education Savings Accounts and paying for tuition directly as an annual exclusion gift.
 
Updates/Supplements:
Gifts to Minors is a soft cover book;.each time there is an update a new softcover edition will completely replace the prior edition.  
   
Automatic Supplementation Service:
For your convenience, automatic supplementation is included with your order. Future supplements will be mailed automatically with an invoice at 10% off the published price. Return privileges apply and you may cancel the service at any time. You will be notified by email before any supplement is mailed, so you may cancel shipment before a supplement is released.
 
If you wish to remain off the automatic shipment list for all future supplements, please let us know at the time of your order or you can also contact the CBA-CLE books department at 303-860-0608 or email [email protected].
   
Please Note: All new book orders include recent supplements/updates; if an update is issued within 90 days of the purchase date of the book, a complimentary copy of the update will automatically be sent to you.    
 
 
       
Table of Contents
Gifts to Minors, Second Edition
For a detailed Table of Contents with sub-chapters, click here.
 
 
Chapter 1 Scope of Monograph and Overview of Alternatives
Chapter 2 Colorado Uniform Transfers to Minors Act
Chapter 3 Section 529 Plans
Chapter 4 Section 2503(c) Trusts
Chapter 5 Crummey Trusts
Chapter 6 Direct Gifts and Miscellaneous
Appendices           
  •   Standard Price
    $99.00 USD
  •   Member Price
    $79.00 USD
  •   General Credits
  •   Ethics Credits
Table of Contents
Gifts to Minors, Second Edition
For a detailed Table of Contents with sub-chapters, click here.
 
 
Chapter 1 Scope of Monograph and Overview of Alternatives
Chapter 2 Colorado Uniform Transfers to Minors Act
Chapter 3 Section 529 Plans
Chapter 4 Section 2503(c) Trusts
Chapter 5 Crummey Trusts
Chapter 6 Direct Gifts and Miscellaneous
Appendices           
Click to Add to Cart or Visit Fastcase

To access the PDF:

1. Log in to the CLE Dashboard.

2. Scroll down until you see DASHBOARD-AT-A-GLANCE.

3. Click on the BOOKS tab and find the title.

4. Click on the book icon labeled Download. The product will download as a zip file.

How to open the Zip file:

1. Save the downloaded .zip file to your hard drive

2. Right click on the file and select Extract All – this will open an extraction wizard.

3. Click Next and then select the location to extract the files to on your computer.

4. Click OK.

5. Click Next to begin the extraction process.

6. Click Finish when complete.

7. You will now have a folder on your hard drive containing a PDF version of your book and, if applicable, a folder with Word and PDF versions of the accompanying forms