| Estate Planning 2000 |
| Title | Subject | Authors |
|---|
| Administration expense from revocable trust not deductible. | Law | Madden, Robert E., Hayes, Lisa H.R. |
| Alaska enacts additional estate planning legislation. | Law | Greer, Stephen E., Shaftel, David G. |
| A practical guide to preparing and using prenuptial agreements. | Law | Baskies, Jeffrey A. |
| Asset protection for retirement plans and IRAs. | Law | Spero, Peter |
| Avoiding a penalty on early distributions from qualified plans and IRAs. | Law | Steiner, Bruce D. |
| Back to basics for the family limited partnership. | Law | Zaritsky, Howard M. |
| Can incentive trusts encourage children to behave responsibly? | Law | Hodgman, David R., Stetter, Debra L. |
| Claim valued as of date of death. | Law | Madden, Robert E., Hayes, Lisa H.R. |
| Combining the benefits of a QPRT with a life insurance trust.(qualified personal residence trust) | Law | Kingan, Albert R. |
| Comprehensive future care planning for disabled beneficiaries. | Law | Perlstein, Abraham J. |
| Coping with the complexity of separate shares under the final Regs.(IRS regulations) | Law | Newlin, Charles F. |
| Critical illness insurance fills needs and wants of many clients. | Law | Saks, Howard J. |
| Developing valuation discounts to withstand challenge. | Law | Webb, Dennis A. |
| Distributions of property from estates and trusts: avoiding income tax traps. | Law | Randall, Boyd C., Gardner, Robert L., Steward, Dave N. |
| Drafting estate planning provisions to avoid litigation. | Law | Raithel, Renee M. |
| Estate Forecaster software helps practitioners evaluate estate planning strategies. | Law | Kelley, Donald H. |
| Estate may deduct interest on loan to pay taxes.(IRS Letter Ruling 200020011) | Law | Madden, Robert E., Hayes, Lisa H.R. |
| Estate not allowed interest deduction. | Law | Madden, Robert E., Hayes, Lisa H.R. |
| Estate planning strategies for owners of more than one business. | Law | Kolling, Jean M., Marton, Thomas R. |
| Estate planning strategies for real estate. | Law | Flatley, Kevin M. |
| Estate tax deductions were not limited to size of probate estate. | Law | Madden, Robert E., Hayes, Lisa H.R. |
| Estate tax on life insurance trust was not reduced by unified credit, rules CA-6.(U.S. 6th Circuit Court of Appeals) | Law | Madden, Robert E., Hayes, Lisa H.R. |
| Excessive trustees' fees deemed a gift.(IRS Technical Advice Memorandum 200014004) | Law | Madden, Robert E., Hayes, Lisa H.R. |
| Final Hubert regs. fix boundaries for deducting administration expenses.(IRS regulations) | Law | August, Jerald David |
| Final regs. on disclosure of gifts liberalized, but problems remain.(IRS regulations) | Law | Kessel, Edward, Agran, Joan |
| Gifts made under power of attorney were not subject to estate tax. | Law | Madden, Robert E., Hayes, Lisa H.R. |
| Guidelines for reviewing an drevising an estate plan. | Law | Shearer, Dean P. |
| How to choose and evaluate a corporate trustee for long-term trusts. | Law | Mathieu, Elizabeth L. |
| How to ensure a private foundation meets compliance requirements. | Law | Silk, Roger D., Lintott, James W. |
| Impact of Triple X on term insurance in the millennium.(National Assn. of Insurance Commissioners Valuation of Life Insurance Policies Model Regulation) | Law | Saks, Howard J. |
| Income taxes and stock values. | Law | Bogdanski, John A. |
| Interaction of estate planning and Medicaid planning strategies. | Law | Correira, David J. |
| IRS letter rulings provide insight into planning for IRAs. | Law | Bray, Christopher P. |
| IRS rules on QTIP IRA and conduit trust.(qualified terminable interest property) | Law | Madden, Robert E., Hayes, Lisa H.R. |
| Lawmakers and the Administration finally agree on financial services reform. | Law | Saks, Howard J. |
| Marital cooperation is a signficant estate planning aid. | Law | Zaritsky, Howard M. |
| Mediation: an effective method to resolve estate and trust disputes. | Law | Sacks, Robert N. |
| Metamorphic estate planning: the results when a transfer changes value. | Law | Mulligan, Michael D. |
| Moving the immovable: protecting real estate from creditor claims. | Law | Bove, Alexander A., Jr. |
| New prop. regs. challenge accelerated charitable remainder trusts.(IRS proposed regulations) | Law | Kove, Myron, Kosakow, James M. |
| New prop. regs. explain permitted changes to GST grandfathered trusts.(IRS proposed regulations; generation-skipping tax) | Law | Hodgman, David R., Bieber, Scott, Huft, Michael J., Goldberg, Leslie R. |
| New regs. address inbound grantor trusts with foreign grantors.(IRS regulations) | Law | Morris, Tara N. |
| New Uniform Trust Code modernizes and clarifies rules governing trusts. | Law | Young, Raymond H. |
| P/A must explicitly grant right to make gifts.(power of attorney) | Law | Madden, Robert E., Hayes, Lisa H.R. |
| Pension & Roth IRA Analyzer software calculates distributions from quallified plans and IRAs. | Law | Kelley, Donald H. |
| Planning to minimize generation-skipping tax: tools and traps. | Law | Eisen, Jeffrey K. |
| Postmortem planning for interests in pass-through entities. | Law | Tenney, Cornelia R., Belknap, Thomas H. |
| President's final budget seeks $13 billion in new taxes from the life insurance industry.(President Bill Clinton) | Law | Saks, Howard J. |
| Problems when using charitable remainder trusts - drafting is just the beginning. | Law | |
| Proposed charitable lead trust regulations stop the 'vulture'.(IRS regulations) | Law | Madden, Robert E., Hayes, Lisa H.R. |
| Proposed legislation would repeal estate, gift, and GST taxes.(Death Tax Elimination Act of 2000) | Law | Vogel, Michael W. |
| Recent decisions frustrate Service's efforts to challenge FLPs.(family limited partnerships) | Law | |
| Recent private rulings highlight different ways to create an eligible S-corporation grantor trust.(IRS rulings) | Law | Zaritsky, Howard M. |
| Reciprocal trust doctrine applied. | Law | Madden, Robert E., Hayes, Lisa H.R. |
| Relation-back doctriine applied to annual exclusion gift checks. | Law | Newman, Lawrence, Kalter, Albert |
| Revisiting purchases of remainder interests in QTIP trusts.(qualified terminable interest property) | Law | Lipoff, Lawrence M. |
| Section 2013 and Estate of Harrison: statutory quirk meets common disaster.(Internal Revenue Code; prior transfer tax credit) | Law | Bogdanski, John A. |
| Selected strategies for dealing with non-diversified wealth.(wealth consisting primarily of one-company stock) | Law | Babitz, Martyn S., Brune, David B., Pappaterra, Stephen S., Demmerly, Frank R. |
| Seven skill sets required by the 21st Century life insurance specialist. | Law | Gibbons, Albert E., Leimberg, Stephan R. |
| Special powers of appointment: the key to flexibility in planning. | Law | Forsberg, William S. |
| Tax-favored strategies for funding a child's higher education. | Law | Melone, Matthew A. |
| Tax-free corporate planning techniques for estate planners. | Law | Lee, Andrew R. |
| The campaign to repeal the estate tax: What a splendid little war it was! | Law | Aucutt, Ronald D. |
| The impact of investment volatility on wealth transfer strategies.(Statistical Data Included) | Law | Wilfert, David J., Leighton, Martha J. |
| The LPA lid: a new way to 'contain' gift revaluations.(limited power of appointment) | Law | Handler, David A., Dunn, Deborah V. |
| The Marital UniTrust: a new planning strategy for the remarried spouse. | Law | Baskies, Jeffrey A., Samuels, Brian J. |
| Themes for 2000: IRS toils while Congress spins. | Law | Aucutt, Ronald D. |
| The need to update IRS' sample charitable remainder trust forms. | Law | van Dolson, Randall D. |
| Think forward when drafting a QTIP trust.(qualified terminable interest property) | Law | Zaritsky, Howard M. |
| Transfers to companion were giftrs, not salary, rules TC.(Tax Court)(Estate of Calvett) | Law | Madden, Robert E., Hayes, Lisa H.R. |
| Uncle Sam no longer struck blind by heir's disclaimer to defeat tax liens. | Law | Madden, Robert E., Hayes, Lisa H.R. |
| Unrelated business income and the charitable organization. | Law | Schlesinger, Sanford J., Mark, Dana L. |
| U.S. Trust introduces updated version of EPLAN software offering PowerPoint capability. | Law | McSwiggan, Daniel J., Bederka, Anne C. |
| Valuation issues and the charitable deduction. | Law | Schlesinger, Sanford J., Mark, Dana L. |
| When is a private foundation an appropriate strategy? | Law | Silk, Roger D. |
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