Newsletters

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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