Publications Authored by Mr. Boon

The Federal Estate Tax is Repealed, Temporarily…….Maybe

Effective Estate Planning Strategies In Today's Economic Environment

Implementing Your Estate Plan – Post Mortem Administration

Improving Your Estate Plan With a Defective Grantor Trust

When "Defective" is Effective: Enhancing Your Estate Plan by Using a Defective Grantor Trust

How To Keep An Estate Plan Current

Top 6 Things to Know About Keeping an Estate Plan Current

The SuperGRAT: Saving Taxes While Passing Assets to Your Heirs

 

SEMINARS PRESENTED BY MR. BOON

Estate Planning for 2009 and Beyond
Wealth Transfer Strategies
Estate Planning for Non-Specialists
Post-Death Trust Administration: A Lawyer’s Perspective
Successful Wealth Transfer Techniques in California
Death Bed Planning – Options and Risks
Fiduciary Income Tax Return Workshop
Qualified Personal Residence Trusts
Grantor Retained Annuity Trusts
Intentionally Defective Grantor Trusts
Generation Skipping Transfer Tax Planning
Private Annuities and Self Canceling Installment Notes ("SCINs")
Planning With Charitable Trusts and Private Foundations
Family Limited Partnerships and Limited Liability Companies
Update on 2001 Federal Tax Legislation               
Update on 1997 Federal Tax Legislation
Basic Estate Planning
Irrevocable Life Insurance Trusts

 

Mr. Boon has presented seminars to a variety of audiences such as client groups, financial advisors, insurance professionals, attorneys, and CPAs. These groups have included the Dallas Chapter of the Texas Society of CPAs, the Orange County/Long Beach Chapter of the California Society of CPAs, various local and national CPA firms, the National Business Institute, Surgent McCoy, the Financial Planning Association of Southern California, and many others.

Mr. Boon is available for speaking engagements on these or other relevant topics. For more information, please contact Mr. Boon directly.