Independent Community Bankers Pinpoint Estate-Tax and Rate Cuts as Top Priorities
May 17, 2001
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Independent Community Bankers Pinpoint Estate-Tax and Rate Cuts as Top Priorities WASHINGTON...
Company offers free Market Opportunity Guide for IRA Distribution Planning
May 14, 2001
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Company offers free Market Opportunity Guide for IRA Distribution Planning COLUMBUS, Ohio, -...
AICPA Task Force Weighs In on Estate Tax Debate
May 11, 2001
Most policy-makers agree that the transfer tax system -- more commonly known as the estate tax, the gift tax and the generation-skipping tax -- needs some sort of reform. What type of reform, and how far it should go, is a matter of heated debate...
Donations Of Art: They Are Not Just Appropriate For Museums
May 11, 2001
Access Mr. Zale's Web site: visualartsadvisory.com "There is no such thing as Art. There are only artists." E.H. Gombrichs epigram, written at the beginning of his 1950 classic text The Story of Art, is still true today. Art capitalized does not...
SBSC Calls for Terminating Death Tax
May 11, 2001
SBSC Calls for Terminating Death Tax The Small Business Survival Committee (SBSC) reiterated its view during National Small Business Week that the death tax should be eliminated. "While a few dozen wealthy individuals and the death tax industry...
Recent Case Law Developments In Will And Trust Instrument Construction
May 11, 2001
Recent Case Law Developments In Will And Trust Instrument Construction By Charles A. Redd Sonnenschein Nath & Rosenthal, St. Louis, MO LITIGATION IS NOW MUCH A PART OF the life of the fiduciary. The construction process of Will and trust...
Wealth management practitioners having trouble Keeping Clients
Apr 23, 2001
Searching For And Keeping Clients Wealth management practitioners having trouble keeping their address books filled with loyal customers By Christopher Weems, Associate Editor Clients are becoming a scarce asset for financial services...
Coming To A Wal-Mart Near You: Tax-Free GRATs
Apr 23, 2001
Coming To A Wal-Mart Near You: Tax-Free GRATs By Deborah V. Dunn, Kirkland & Ellis, Chicago. IL In a victory for taxpayers, the Tax Court held in Walton v. Commr., 115 T.C. No. 41 (2000), that Reg. Sec. 25.2702-3(e), Example 5 is an invalid...
Income Redefined for CRTs, PIFs, Other Trusts
Apr 23, 2001
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Income Redefined for CRTs, PIFs, Other Trusts: Proposed Regulations IRC Sec.643(b)'s...
Seminar Discusses Planning For Same-Sex Partners
Apr 23, 2001
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Seminar Discusses Planning For Same-Sex Partners Affluent same-sex domestic partners and...
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