| Gift and Estate Tax Laws Are Changing, Perhaps Earlier Than Expected—November 2019 |
Topics: |
Good News! Bad News! |
| More News—the Political Winds |
| Use It or Lose It |
| What Should You Do? |
| Little Downside |
| When Should You Do the Planning? |
| How Does the New Tax Act Affect Your Estate Planning?-January 2018 |
Topics: |
Tax Cuts and Jobs Act – summary of effect on estate planning: |
| Gift and Estate Exclusions, and GST Exemption |
| Gifting |
| Income Tax Benefits of a Basis Adjustment Have Not Been Changed |
| Allocation of GST Exemption |
| Net Worth Less Than the $5 Million ($10 Million) Level |
| Numerous Important Income Tax Changes Have Been Enacted |
| Recent Estate Planning Developments-December 2015 |
Topics: |
Tax Planning is Rewarded |
| State Estate Taxes |
| Providing for the Disposition of Your Remains |
| A New Strategy for Avoiding Probate: Transfer on Death Deeds |
| Maximize and Protect Your Retirement Account |
| Special Needs Trusts |
| Perpetual Trusts—A Popular New Dispositive Approach |
| Recent Estate Planning Developments-December 2013 |
Topics: |
Alaska’s New Trust & Estate Statutes |
| Best State in the Nation
|
| Decanting |
| Community Property Laws Clarified |
| Life Insurance |
| Asset Protection |
| Directed Trustees |
| Disposition of Human Remains |
| Uniform Principal and Income Act Updated |
| Virtual Representation |
| Lifetime Transfers of IRA's to Trusts |
| Trusts That Avoid State Income Tax |
| Recent Estate Planning Developments-Winter 2013 |
Topics: |
Estate Planning in 2013 |
| Permanence
|
| Are We Home Free Now? |
| Planning Approaches Under the New Permanent Law |
| Recent Estate Planning Developments-Summer 2012 |
Topics: |
Is the Train Getting Ready to Leave the Station? |
| The 2012 Gift, Estate and GST Law if Very Favorable
|
| Sunsetting |
| Will There Be a New Law - What Can We Expect? |
| Some of the Possibilities |
| Our Office Estate Planning Presentations |
| Recent Estate Planning Developments-Winter 2011 |
Topics: |
The Administration and Congress Agree on a New Tax Act |
| Deaths in 2010: Choice Between Estate Tax or Carryover Basis
|
| Portability of Unused Applicable Exclusion Amount
|
| What Can We Expect at the End of 2012?
|
| Planning During 2011 and 2012
|
| Recent Estate Planning Developments-Winter 2010 |
Topics: |
Temporary Repeal of Estate & GST Taxes |
| New Ruling Approves
Estate Tax Planning Using Alaska Trusts |
| Defined Value Clauses Approved |
| Our Office
Estate Planning Presentations |
| Our Staff and their Activities |
| Recent Estate Planning Developments-Winter 2008 |
Topics: |
Status Report: Reform of Federal Estate Tax -
What should we expect? |
| Alaska State and Trust Legislation |
| Estate Tax Reduction Techniques You Should Consider |
| Exxon Valdez Claim Tax Reporting |
| Our Office Estate Planning Presentations |
| Recent Estate Planning Developments-Winter 2007 |
Topics: |
Estate Planning For Exxon Valdez Claims |
| Status Report: Reform of Federal Estate Tax Legislation |
| Alaska's 2007 Estate and Trust Legislation |
| Gifting: Important Gift and GST Rules |
| Tax-Free Distributions From IRAs to Charity |
| Recent Estate Planning Developments-Summer 2006 |
Topics: |
Status of Federal Estate Tax Legislation: REFORM? |
| Alaska's 2006 Estate and Trust Legislation: Trust Protection for Divorces |
| Alaska Residence Trusts: Tax Savings, Asset Protection |
| Family Limited Partnerships Should Be Reviewed; New Cases |
| UPDATED: Estate Planning Techniques and Maintenance List |
| Recent Estate Planning Developments - Spring 2005 |
Topics: |
Healthcare and Financial Planning in case of Incapacity |
| Status of Federal Estate Tax Legislation |
| Recent IRS Ruling Provides Support for Conclusion That Alaska Trusts Will Not be Taxed |
| Bankruptcy Act Amendments and Alaska's Domestic Asset Protection Trusts |
| Recent Estate Planning Developments Summer 2004 |
Topics: |
Recent Family Limited Partnership Case. |
| Planning to Deal With Incapacity: We Need to Get “Hip” With HIPAA, the Health Insurance Portability and Accountability Act. |
| New Gift and Estate Tax Phase-In Amounts May AffectYour Estate Planning. |
| New 2004 Alaska Legislation Affecting Trustsand Advance Health Care Directives. |
| Estate Planning Updatesand MaintenanceWhich You May Need. |
| Recent Estate Planning Developments Fall 2003 |
Topics: |
New Family Limited Partnership and Family Limited Liability Company Cases. |
| New 2003 Legislation: Alaska Trust Law Changes. |
| New 2003 Alaska Legislation: Uniform Principal and Income Act. |
| Our New Staff. |
| Recent Estate Planning Developments Fall 2002 |
Topics: |
The 2001 Tax Act: A Status Report |
| Great Opportunities for Estate Planning in a Low Interest Rate Environment. |
| Alaska's Five-Year Experience With Self-Settled Discretionary Spendthrift Trusts. |
| Your Questions: Comparison of a Private Foundation With a Donor-advised Fund. |
| Recent Estate Planning Developments Summer of 2001 |
Topics: |
New Alaska Legislation |
| THE NEW FEDERAL TAX ACT Important Changes |
| What Planning Should You Do? |
| THE 2001 TAX ACT Changes Which Affect Your Estate Planning |
| November 2000 - Recent Estate Planning Developments Last Quarter of 2000 |
Topics: |
Will We Have New Federal Legislation? What Will It Be? |
| BY POPULAR DEMAND Our Expanded "Checklist" for Estate Planning Techniques |
| Which You Should Consider, and Maintenance Reminders |
| New Alaska Estate Planning Legislation |
| Estate Planning Checklist |
Topics: |
Our Expanded "Checklist" for Estate Planning Techniques Which You Should Consider, and Maintenance Reminders. |
| February 2000 - Recent Estate Planning Developments First Quarter of 2000 |
Topics: |
The Change of the Millennium |
| No New Federal Legislation - Good News or Bad News |
| A "Checklist" for Evaluation of Your Estate Planning |
| Estate Planning Techniques Which You Should Consider |
| April 1999 - Recent Estate Planning Developments First Quarter of 1999 |
Topics: |
Administration's Budget Proposals Affecting Estate Planning |
| A "Bottom Line "Discussion of Alaska Trusts, Their Purposes - |
| Who Should Use Them - How To Implement Them |
| August 1998 - Recent Estate Planning Developments First Half of 1998 |
Topics: |
Perpetual Trusts |
| Estate Planning for IRA and Pension Accounts |
| New Federal Legislation |
| New Alaska Legislation - Including Alaska Community Property |
| February 1998 - Recent Estate Planning Developments Last Half of 1997 and Early 1998 |
Topics:
|
Recent Estate Planning Developments |
| Last Half of 1997 and Early 1998 |
