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Legislative Updates, Court Rulings, IRS Revenue Rulings, and Recent Legislation
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2010 Federal Budget Blueprint; American Recovery and Reinvestment Act of 2009; Capital Gains and Estate Tax Relief Act of 2009; Case-in-Point: Private Split Dollar.
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| 2012 01January Quarterly Edition Central Intelligence
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Temporary Payroll Tax Cut Approved by Congress & Signed into Law by President, IRS Invites Comments on Tax Treatment of Trust Decanting, Power Retained by Trust Grantor to Substitute Assets of Equal Value for Life Insurance Does Not (Necessarily) Cause Inclusion. |
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| 2011 12December Monthly Edition Central Intelligence
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Power Retained by Trust Grantor to Substitute Assets of Equal Value for Life Insurance Does Not (Necessarily) Cause Inclusion, Summary Judgement Denied Due to Reasonable Reliance on Counsel, New Guidance on Election of Alternate Valuation Under IRC §2032. |
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| 2011 11November Monthly Edition Central Intelligence
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New Final Regulations Under IRC §2036, Tax Court Allows Estate Deduction of Interest on Loan from Decedent's Trust, Undiscovered Value of Partnership Assets Included in Decedent's Gross Estate. |
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