Contents

APPENDIX JKannry, “Giving AFTER the 76 Tax Reform,” X Phil. Mon. (No. 1) 19 (1977).Kannry, “Planning Considerations for Charitable Contributions,” 13 Real Prop. Probs. &Trust J. 581 (Fall 1978).Kanter and Banoff, “Planning under New Actuarial and Valuation Tables,” 72 J. Tax 126(Feb. 1990).Kennedy, “Ascertainable Standards, Discretionary Powers, and Charitable Remainders,”56 Taxes 78 (1978).Lafferty, “Deferred Giving Developments,” 117 Trusts & Estates 753 (1978).Lafferty, “Deferred Giving to Charity.” XXXIII Adv. Underwriter (No. 3) 7 (Mar. 1979).Lafferty, “Economic and Tax Ramifications of Charitable Giving Through Split-InterestTrusts.” 52 Temp. L. Q. 1040 (1979).Laurice, “New Rules for Valuing Partial Interests Substantially Complicate Transactions,”16 Est. Plan. 330 (Nov./Dec. 1989).Livsey, “Charitable Deductions: Planning Under the New Restrictions,” 57 A.B.A. J. 274(1971).McCoy and Moerschbaecher, “Marital/Charitable Planning Aspects,” Practicing Law Inst.(Westlaw: 166 PLI/Est. 111, 1986).Moerschbaecher, “Planned Caring: Planned Giving of Tomorrow?,” 20 Fund Raising Man.(No. 1) 28 (1989).Moore, “Split-Interest Charitable Trusts,” 7 Inst. Est. Plan. 73 (1973).Myers, “Charitable Contributions,” 4 Ind. Legal Forum (No. 1) 217 (1970).Olsen and Gleit, “Prop. Regs. Clarify Many Aspects of New Complex Charitable ContributionDeduction Rules,” 35 J. Tax. 66 (Aug. 1971).Osteen, “Charitable Contributions: State of the Art Techniques in Planned Giving.” 13Exempt Org. Tax Rev. (No. 6) 945 (June 1996).Peter, “Analytic Comparison of the Three Split-Interest Charitable Trust Vehicles,” 35 J.Tax. 240 (1979).Recer, “How Planned Charitable Gifts Benefit Heirs,” 17 Fund Raising Man. (No. 12) 38 (1987).Riband, “Gifts in Trust of Income and Remainder Interests to Charity,” 30 N.Y.U. Inst. Fed.Tax. 87 (1972).Rogers, III, Blattmachr, and Rivlin, “Charitable Trusts Can Avoid Loss of Benefits,” 18 Est.Plan. 292 (1991).Rosenbloom, Oshereow, and Anderson, “Taking Advantage of the Opportunities Presentedby IRS’s 10% Valuation Tables,” 64 J. Tax. 26 (Jan. 1986).Ruby, “Three Trust Documents,” 4 ALI-ABA Course Materials J. 37 (April 1980).Schlesinger and Scheiner, “Split Interest Charitable Trusts,” Income Taxation of Estatesand Trusts, Practicing Law Inst. (Westlaw: 220 PLI/Est. 203, 1993).Schlesinger, “Split Interest Charitable Trusts,” Income Taxation of Estates and Trusts,Practicing Law Inst. (Westlaw: 175 PLI/Est. 343, 1987).Schlesinger, “Split Interest Charitable Trusts,” Income Taxation of Estates and Trusts,Practicing Law Inst. (Westlaw: 192 PLI/Est. 195, 1990).Sharpe, “Planned Gifts Come of Age,” 20 Fund Raising Man. (No. 2) 78 (1989).Sharpe, Jr., “Planned Giving: Key to Prosperity, Professionalism,” 17 Fund Raising Man.(No. 12) 69 (1987).Smith, “Deferred Giving Letting the Donor Have His Cake While You Eat It Too,” Found.News. 22 (Jan./Feb. 1984).Stevens, “Certainty and Charity: Recent Developments in the Law of Trusts,” 52 Can. B.Rev. 379 (1974). 671