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
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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
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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
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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
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Portability of Unused Applicable Exclusion Amount
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What Can We Expect at the End of 2012?
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Planning During 2011 and 2012
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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:
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Recent Estate Planning Developments |
Last Half of 1997 and Early 1998 |