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Editor: Paul L. Caron, Dean
Pepperdine University School of Law

Tuesday, August 30, 2011

Foundation Press Publishes 2011 Supplement to Federal Wealth Transfer Taxation

2011 CB & SP Supplement Cover The late Paul McDaniel (Florida), Jim Repetti (Boston College), and I have published a 2011 Supplement (111 pages) to our two Federal Wealth Transfer Taxation (Foundation Press, 6th ed. 2009) books: our casebook and study problems book. Faculty, students, and other interested readers are welcome to download a free copy. Here is the Preface:

This supplement is designed to update our Casebook and accompanying Study problems book: Federal Wealth Transfer Taxation: Cases and Materials (6th ed. 2009), and Federal Wealth Transfer Taxation: Study Problems (6th ed. 2010). We hereby grant permission to users of Federal Wealth Transfer Taxation to distribute copies of this supplement to students, either in hard copy or in electronic form.

This supplement is current through July 15, 2011 and incorporates The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (Pub. L. No. 111-312, 124 Stat. 3296 (2010)), passed by Congress on December 16, 2010, and signed into law by President Obama on December 17, 2010. We want to thank Jack Bogdanski (Lewis & Clark) for his detailed comments on the prior edition of these books.

This is the first update to Federal Wealth Transfer Taxation since the July 16, 2010 death of our lead author, mentor, and dear friend, Paul McDaniel [blogged here and here]. Paul was a co-author of the original edition of this book in 1977, with Hank Gutman, Stanley Surrey, and Bill Warren, and remained as co-author of the five subsequent editions of the book. Being asked to join Paul as a co-author on this book was one of the proudest (and most intimidating) moments of our careers. In working with Paul through the years, we have been repeatedly struck by his encyclopedic knowledge of the tax law, clear yet elegant prose, and organizational genius. But what stands out most for us has been Paulʹs incredible grace and patience in nurturing two junior co-authors. In this supplement and in future new editions, we will do our best to match the high standards he set. To recognize the continuing influence of Paul’s work, we have listed him as co-author.

We also have published a 2011 Supplement (66 pages) to our teacher's manual accompanying our Federal Wealth Transfer Taxation casebook and study problems book. The 2011 Supplement provides detailed answers to the new and revised study problems, as well as commentary on new and revised material in the casebook. Faculty who would like a free copy of the 2011 Supplement to our Teacher's Manual can email Jim or me.

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So, your cut-off date missed Notice 2011-66 re: electing carryover basis treatement for Estates of 2010 decedents? Quirky stuff.

Posted by: Yo Gabba Gabba | Aug 30, 2011 9:46:25 AM