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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:
Newsletters   Actual Text   Law Threads   Journals   Web Links   Web Links   BlogWatch


Steve Leimberg on Jonathan Ross, et al v. AXA Equitable Life Insurance Company: Canary in Coal Mine Goes Silent in Shadow Life Insurance Case Steve Leimberg's Estate Planning Newsletter Issue:2328    30-Jul-15

Jim Weller: Key Fiduciary Income Tax Planning Opportunities Steve Leimberg's Income Tax Planning Newsletter Issue:85    28-Jul-15

Bruce Steiner on Matter of Friedman: Secondary Disclaimer on Behalf of Minor Not Allowed Steve Leimberg's Estate Planning Newsletter Issue:2327    27-Jul-15

Finance 7.25.2015 Bob LeClair's Finance and Markets Newsletter Issue:819    26-Jul-15

George Karibjanian on Obergefell et. al. v. Hodges: The Final Word on Same-Sex Marriage Is Actually Just the Beginning Steve Leimberg's Estate Planning Newsletter Issue:2326    23-Jul-15

Steve Leimberg on Our Country Home Enterprises v. Commissioner: Policies in Purported Welfare Benefit Plan Held to Be Taxable Split Dollar Life Insurance Arrangements Steve Leimberg's Employee Benefits and Retirement Planning Newsletter Issue:648    21-Jul-15

Actual Text

Estate of Arthur E. Schaefer v. Commissioner, 145 T.C. No. 4, No. 13183-11 Court Addresses Valuation of NIMCRUTs

H.R. 3080 Tribal Employment and Jobs Protection Act

H.R. 2050 Middle Class Health Benefits Tax Repeal Act of 2015

PLR 201530012 (8 December 2014) IRS Address Tax Consequences of Trust Division Resulting from Settlement & Court Order

R43305 (24 July 2015) CRS Report on Multiemployer Defined Benefit (DB) Pension Plans: A Primer and Analysis of Policy Options

In Matter of Friedman, 7 N.Y.S.3d 845 (Surr. Ct. Kings Co. 2015) Secondary Disclaimer on Behalf of Minor Not Allowed

Instant Audio and Podcasts

60 Second Planner

IRS Nixes Accelerated Lump-Sum Diistributions

Summa Holdings, Inc. v. Commissioner

Davidson Estate Settlement


Keebler and Blattmachr on Expected Valuation Discount Regulations

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


Avoiding Mistakes When Taking 529 Plan Distributions

Bill Would Ease Process of Forming Special Needs Trust

Impact of Built-In Gains Tax on Company Valuation

Uniform Law Commission Rewrites Digital Assets Act

IRS Lax in Enforcing Minimum Distribution Requirements

Comparing Deathbed Roth Conversion with 691(c) Deduction

HHS Proposes Overhaul of Nursing Home Regulations

Revenue Provisions in Highway Trust Fund Bill

Podcast Explores Memory Issues

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

The Use of Declaratory Judgments to Test the Enforceability of No-Contest Clauses
Joseph J. Viviano - Real Property, Trust and Estate Law Journal

Bankruptcy Protection of Retirement Plan Beneficiaries After Clark v. Rameker
Karen K. Suhre, Courtney M. Vomund & Christopher R. Hoyt - Real Property, Trust and Estate Law Journal

Preserving Inherited Exclusion Amounts: The New Planning Frontier
Austin W. Bramwell & Leah Socash - Real Property, Trust and Estate Law Journal

Art Advisory Panel Helps Courts Sculpt Estate Valuations
Mary Anderson, W. Brian Dowis, and Ted D. Englebrecht - Estate Planning

Increase Retirement Income With Social Security Strategies
David P. Zander - Estate Planning

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

ACTEC Capital Letter No. 38 -- Anticipated Valuation Discount Regulations
This publication by Ron Aucutt explores the possible approaches that may be taken in the eagerly awaited valuation discount regulations.

Aging.gov -- Dept of HHS
This website includes information on healthy aging, retirement security, and elder justice as well as links to various resources.

Tax Reform in the 114th Congress: An Overview of Proposals - CRS
This Congressional Research Service Report analyzes options for reforming the tax code. July 9, 2015. PDF, 20 pp.

Fidsafe - Fidelity Labs
Fidsafe is a virtual safe deposit box provided by Fidelity Labs. Store up to five gigabytes of files, notes or passwords in a secure account. Share files with advisors or family members, and leave instructions for access after death. Two-factor authentication is available as an option. At the current time, there is no charge for using Fidsafe.

The Conversation Project
The Conversation Project is dedicated to helping people talk about their wishes for end-of-life care. Included is a "Starter Kit" suggesting initial steps to take.

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