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Byrle M. Abbin
Jay D. Adkisson
Steve R. Akers
Ronald D. Aucutt
Susan Bart
Jeff Baskies
Frank S. Berall
Alexander A. Bove Jr.
Jonathan Blattmachr
Lawrence Brody
Carol Ann Cantrell
Len Cason
April K. Caudill
Natalie Choate
Virginia F. Coleman
Robert Colvin
Andrew J. DeMaio
Joan B. Di Cola
Mark B. Edwards
Dan Evans
Richard L. Fox
Mitchell M. Gans
Alan S. Gassman
Michael Gilfix
Wendy S. Goffe
Jonathan E. Gopman
Steven B. Gorin
Ellen Harrison
Mil Hatcher
Jason E. Havens
Johnine Hays
L Paul Hood
Laura Howell-Smith
Michael J. Jones
Noel C. Ice
Larry Katzenstein
Robert S. Keebler
Donald H. Kelley
Bernard S. Kent
Michael E. Kitces
Bob LeClair
Paul S. Lee
Steve Leimberg
Alvin D. Lurie
Jim Magner
Carlyn McCaffrey
Jerry J. McCoy
A. Stephen McDaniel
John McFadden
Kevin J. McGrath
Mark Merric
Charles Ian Nash
Michel Nelson
Richard W. Nenno
Duncan E. Osborne
Steven J. Oshins
Barry Picker
David Pratt
Charles L. Ratner
Gideon Rothschild
Charles (Chuck) Rubin
Keith Schiller
John J. ("Jeff") Scroggin
Martin M. Shenkman
Ed Slott
Marc Soss
Lisa Starczewski
Bruce D. Steiner
Conrad Teitell
Robert B. Wolf
Howard M. Zaritsky
Edward K. Zollars

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You are on the home page for Leimberg Information Services, Inc. We provide Estate Planning, Employee Benefits and Retirement Planning, Business Entities, Asset Protection Planning, Financial Planning and Charitable Planning Newsletters. We also provide LawThreads®, Actual Text, State Laws, US Code Searcher, and Supersearcher tools.CLICK HERE to learn about our distinguished authors, editors and contributors.

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Recent Entries:
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Finance 5.2.2015 Bob LeClair's Finance and Markets Newsletter Issue:807    03-May-15

Cynthia Hearing on Sanders v. Riley: Supreme Court of Georgia Reverses Trial Court Decision Granting Partial Summary Judgment in Steve Leimberg's Estate Planning Newsletter Issue:2306    30-Apr-15

Alan Gassman & Dena Daniels: The Affability of Affidavits in Domestic Asset Protection Trust Planning Steve Leimberg's Asset Protection Planning Newsletter Issue:293    28-Apr-15

Chuck Rubin: IRS Issues Interim Guidance on the Use of Letter 5262-D - Getting To Appeals in an Estate or Gift Tax Audit with Pending Information Requests Is Probably Not Going to Happen Steve Leimberg's Estate Planning Newsletter Issue:2305    27-Apr-15

Finance 4.25.2015 Bob LeClair's Finance and Markets Newsletter Issue:806    26-Apr-15

Fred Franke and David Sessions: Self-Settled Asset Protection Trusts for Married Couples in Maryland Steve Leimberg's Asset Protection Planning Newsletter Issue:292    23-Apr-15

Actual Text

Christopher Holden v. Commissioner, T.C. Memo. 2015-83, Nos. 24316-12, 15802-13 Taxpayer Failed to Substantiate Deductions; Penalties Imposed

Marco Zarlengo et al. v. Commissioner, T.C. Memo. 2014-161, Nos. 3701-10, 26747-10 No Charitable Deduction for Unrecorded Contribution of Facade Easement

H.R. 2084 Taxpayer Identity Theft Prevention and Enforcement Act of 2015

Estate of Eileen S. Belmont et al. v. Commissioner, 144 T.C. No. 6, No. 9409-11 Estate's Charitable Contribution Too Remote To Be Deductible

RS22766 Qualified Charitable Distributions from Individual Retirement Accounts: Features and Legislative History

S. 918 Notice for Organizations That Include Charities is Essential Act

Instant Audio and Podcasts

60 Second Planner

Andolino: Inherited IRAs in New Jersey Are Protected in Bankruptcy

Tax Court Upholds Annual Exclusion in Mikel

Strong Public Policies Support South Dakota DAPT Law


Keebler and Blattmachr on Tax Law Change Through Executive Action

Asset Protection Planning with Self-Settled Trusts

Keebler and Blattmachr on Elkins

Keebler and Batson on Charitable Remainder Trusts

Asset Protection and Income Tax Planning for IRAs after Clark

Bob Keebler and Michael Goller on IRS Circular 230

Keebler, Blattmachr and Gans on Estate of Trombetta

Keebler, Oshins and Lipkind on the Newest NING Trust PLR


Ohio Supreme Court: Cleveland's Tax on NFL Players is Unconstitutional

New York Court: Ademption Results from Attorney-in-Fact's Sale of Asset

An Emergency Physician's Viewpoint on Health Care Directives

Art Collectors Avoid Gains Taxes Using Tax-Free Exchanges

Planning to Protect Against Claims of Future Creditors

New Iowa Law Recognizes Rights of Communication and Visitation in Guardianships

Adkisson: Nevada Supreme Court Decision Bolsters Dynasty Trust Statute

IRS on the Lookout for Excess IRA Contributions

Planning Asset Location: Taxable vs. Tax-Free Accounts

(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)

Same-Sex Relationships in a Changing World
Robert Iverson - Trusts & Estates

A Guide to Trust Decanting
Peter Melcher, Robert S. Keebler and Steven J. Oshins | - Trusts & Estates

Donating Complex Assets
Julia Chu - Trusts & Estates

Allocating Fiduciary Responsibility
R. Hugh Magill - Trusts & Estates

Trust Administration in the Digital Age
Jena L. Levin - Trusts & Estates

Law Threads
(Online Discussions)

Special Report: Summaries from the 2015 Heckerling Institute -- 1/05/2015

Clark Decision Complicates Planning for IRA Owners -- 6/12/2014

Quick Take: Recent Cases Allow Probate of Electronic Wills -- 2/14/2014

Special Report: Summaries from the 2014 Heckerling Institute -- 1/10/2014

Does Portability Create a Property Interest? -- 12/09/2013

Web Links

Safeguarding Nursing Home Residents & Program Integrity A National Review of State Survey Agency Per
A report of the Long Term Care Community Coalition looks at several topics, including resident harm, inappropriate use of antipsychotic drugs , staffing and treatment of pressure ulcers.

Curious Behaviors That Can Ruin Your Retirement - Center for Financial Literacy
Curious Behaviors That Can Ruin Your Retirement is an interactive program on behavioral impediments to retirement planning. A host leads users through exercises designed to create an “Aha!” moment as they relate to the behaviors. The host then explains how the behavior can hinder retirement planning and how to cope with it. Users can then go to a “Learn More” page with additional information in various media formats.

Choice of Business Entity: Joint Committee on Taxation
This document, prepared by the staff of the Joint Committee on Taxation, provides information about present law and data relating to C corporations, partnerships (including LLCs), and S corporations.

Obama and Biden 2014 Income Tax Returns - Whitehouse.gov

Choosing a Hospice - American Hospice.org
16 Questions to Ask

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