Recent Law Changes
- 08/23/2004 FYI – HCFA Transmittal 64 Tables for Medicaid Planning Available on the Web
- 08/23/2004 E-Alert – IRS Blesses Planning With Grantor Trusts In Revenue Ruling 2004-64
- 08/31/2004 E-Alert – IRS Scores Family Limited Partnership Victory
- 09/30/2004 E-Alert – Internal Revenue Service – 1, Taxpayers – 1, Third Set Remains to be Played!!!
- 12/24/2004 E-Alert – Disclaimer Proves Fatal to Estate Plan
- 01/31/2005 E-Alert – Court Upholds Trust Nominee Clause and Finds N o Revocation Where the Formalities of Revocation and Amendment Were Not Followed by the Surviving Trustor
- 02/11/2005 FYI – Power of Attorney, Lacking Gift-Giving Authority, Does Not Authorize Gifts to Agent
- 02/28/2005 E-Alert – Joint Committee on Taxation Proposes Tax Law Changes Effecting Estate Planning
- 03/17/2005 FYI – Malpractice Claim May Be Brought By Successor Fiduciary Against Agent of Prior Fiduciary (CA)
- 03/17/2005 FYI – Undue Influence and Constructive Fraud Claims Should Have Been Submitted to Jury
- 03/18/2005 FYI – April 2005 section 7520 rate released
- 03/18/2005 FYI – Jury’s Treble-Damages Finding in Undue Influence/Theft Case Set Aside by Trial Court, Restored by Appellate Court
- 03/30/2005 FYI – Disclaimer Reformed to Avoid GST Tax
- 03/31/2005 FYI – Will’s Assertion of Mistreatment by Disinherited Child is Not Grounds for Invalidity
- 04/01/2005 FYI – Will Effectively Exercised Power of Appointment Even Though Not Admitted to Probate
- 04/29/2005 E-Alert – Chances for Repeal of the Estate Tax Lessen — Congress May Settle for Permanent Increase in Exemption Amount
- 05/31/2005 E-Alert – Taxpayers Using FLPs Continue to Trip Over Section 2036
- 06/30/2005 E-Alert – 2036 Is Not Just for Family Limited Partnerships
- 07/29/2005 E-Alert – Fifth Circuit Releases Long Awaited Strangi Opinion
- 08/17/2005 FYI – Alzheimer’s Disease Symptoms Reversed in Mice
- 08/17/2005 FYI – Illinois Governor OKs Modification of Estate Tax
- 08/23/2005 FYI – Greenspan Rejects Estate Tax Repeal
- 08/30/2005 FYI – Qualified Roth Contribution Programs Gain Attention
- 08/31/2005 E-Alert – Potential Changes to Medicaid Laws May Warrant Taking Action Now
- 09/06/2005 FYI – Vote for Estate Tax Repeal Delayed; Senator Kyle Prepares Amendment to H.R. 8
- 09/08/2005 FYI – Federal Housing Programs That Offer Assistance for the Elderly
- 10/10/2005 FYI – Social Security and Medicare Trustees Release Annual Reports
- 10/12/2005 FYI – Effect of the Federal Estate Tax on Family Farms and Small Businesses
- 10/14/2005 FYI – Leavitt Endorses Many of Governors’ Medicaid Proposals
- 11/01/2005 E-Alert – Katrina Emergency Tax Relief Act Offers Short-term Charitable Tax Planning Opportunity – But Be Careful!!
- 01/01/2006 E-Alert – Passage of the Deficit Reduction Act Will Not Mean the End of Medicaid Planning
- 02/01/2006 E-alert – Window of Opportunity for Medicaid Planning
- 03/01/2006 E-alert – IRS Issues Favorable Life Insurance Private Letter Ruling
- 01/01/2007 E-alert – IRS Disappoints With Guidance for Rollovers of Inherited Company Plans
- 02/01/2007 E-alert – IRS Offers Favorable Rulings Regarding Transfers of Life Insurance Policies to an Irrevocable Life Insurance Trust
- 03/01/2007 E-alert – Technical Amendment to Deficit Reduction Act of 2005 Causes Immediate Annuities to Further Lose Their Luster for Medicaid Planning Purposes
- 04/01/2007 E-alert – Drafting Spousal Trusts to Reduce Estate Taxes
- 05/01/2007 E-alert – IRS Uses Payment of Estate Tax to Win Family Limited Partnership Case
- 06/01/2007 E-alert – Planning for Retirement Assets Requires Special Care – Bad Advice by Financial Planner Causes Tax Penalty to Client
