Monthly Technical Newsletter
Provided by Leimberg Information Services
June 2009 Issue:
McDaniel on Costas – New Disclaimer Case
May 2009 Issue:
Congress About to Vote on Estate Tax
April 2009 Issue:
PLR 200910002 -- IRS Again Blesses Family Split
Dollar
March 2009 Issue:
Longevity Curve Report - Life Expectancy Analysis -
What Every Estate Planner Absolutely Positively Needs to Know
February 2009 Issue:
Summary of Key Life Insurance Developments
January 2009 Issue:
Trustees Freed From Bondage One More Year
September 2008 Issue:
Recent Important Changes to Florida Trust Code
August 2008 Issue:
Contemporary Planning Ideas with Inevitable Changes
Looming Over U.S. Tax Policy
July 2008 Issue:
The Just Enough Funding Technique
June 2008 Issue:
Fully Utilizing Credits of Both Spouses – Creative
Thinking
May 2008 Issue:
Pennell - Prop. Treas. Reg. 26.2642-7 –
Generation-Skipping Exemption Allocation Regulations
April 2008 Issue:
Mirowski – Owen Fiore's Commentary
March 2008 Issue:
Notice 2008-32 – Interim Guidance on 2% Floor
February 2008 Issue:
Christiansen - Formula Disclaimer Does Not Violate
Public Policy
January 2008 Issue:
Beneficiary Rollover Seesaw Saga Continues
December 2007 Issue:
Jelke Revisited
November 2007 Issue:
Long Term Care Insurance and Estate Planning
October 2007 Issue:
Berry – A Very Unfortunate FLP Case
September 2007 Issue:
Transaction of Interest – Toggling Grantor Trust
August 2007 Issue:
Carol Cantrell's Take on Proposed Regs - A Cleaner
Version
July 2007 Issue:
Goldman - Important Pecuniary Bequest Issue
June 2007 Issue:
New Question on Estate Tax Return Highlights
Strategic Issues
May 2007 Issue:
Bankruptcy – What Every Estate Planner Needs to Know
April 2007 Issue:
The Federal Estate Tax: Quo Vadis?
February 2007 Issue:
PLR 200649023 - A Short Course in Creative Use of
Disclaimers
January 2007 Issue:
How Do You Spell Arbitrary and Capricious?
December 2006 Issue:
Tax Treatment Of Long-Term Care Insurance
November 2006 Issue:
Do Roth IRA Conversions Offer a Brand-NUA
Opportunity?
October 2006 Issue:
Code Section 7702B Long-term Care Gets New Life -
But Will It Be Healthy?
September 2006 Issue:
Insurer Acts to Rescind Free Life Insurance
August 2006 Issue:
Charitable IRA Rollover (CIR) in 2006 AND 2007
July 2006 Issue:
Paul Hood's Last Words of Advice
June 2006 Issue:
Rev. Rul. 2006-26 - Guidance on QTIP Qualification
in Context of IRAs and other Retirement accounts
May 2006 Issue:
Florida Legislature Repeals Intangibles Tax
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