18-May-08  

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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
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
Jonathan E. Gopman
Steven B. Gorin
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
Charles L. Ratner
Gideon Rothschild
Keith Schiller
Ed Slott
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 HEREto learn about our distinguished authors, editors and contributors.

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Recent LISI
Recent Entries:
Newsletters   Actual Text   Law Threads   Journals   Web Links   Web Links

Newsletters

PLR 200809017 – Section 355 Split-Up Steve Leimberg's Estate Planning Newsletter Issue:1297    16-May-08

Announcement of Posting – Life Insurance Portfolio Management Steve Leimberg's Estate Planning Newsletter Issue:1296    14-May-08

Finance 5.10.2008 - Consumer Price Index Bob LeClair's Finance and Markets Newsletter Issue:443    14-May-08

Astleford Revisited – Gift Tax , FLPs, and Valuation Discounts Steve Leimberg's Estate Planning Newsletter Issue:1295    13-May-08

Prop. Treas. Reg. §20.2032-1(f)(1) – “Anti-Kohler” Proposed Regs Steve Leimberg's Estate Planning Newsletter Issue:1294    13-May-08

Astleford – Important FLP Gift Tax Valuation Planning Case Steve Leimberg's Estate Planning Newsletter Issue:1293    08-May-08

Actual Text

73 F.R. 28037-28038 (15 May 2008) PBGC Rates for Valuing Benefits in Single-Employer Plans
updated:16-May-08

John O. Green v. Commissioner, T.C. Memo. 2008-130, No. 11851-05 Tax Court Finds Deficiencies and Imposes Penalties
updated:16-May-08

PLR 200809017 (16 November 2007) Tax-Free Corporate Split Up
updated:16-May-08

H.R. 5992 First Time Property Owners Tax Credit Act of 2008
updated:15-May-08

PLR 200818023 (8 February 2008) Entity Selling Annuities Doesn't Qualify for Tax-Exempt Status
updated:15-May-08

PLR 200818019 (14 January 2008) Trust Modification Won't Affect GSTT Status
updated:15-May-08

Podcasts

Partnership Liabilities, Tax Shelters and Different Views of the Same - Ed Zollars
updated:17-May-08

All IRS Employees Are Not Equal - Ed Zollars
updated:10-May-08

Sloppiness and the Tax Shelter - Ed Zollars
updated:04-May-08

Qualified Joint Venture and Memo on Self-Employment Tax - Ed Zollars
updated:28-Apr-08

The Mailbox Rule Comes Up Once Again - Ed Zollars
updated:20-Apr-08

Was it a Gift or Compensation? The Tax Court Knows - Ed Zollars
updated:16-Apr-08

Journals

Trustees May Prudently Invest in Financial Derivatives
D. C. Jacobson - Estate Planning

Will State Farm Be There? Often Overlooked Property And Casualty Insurance Aspects Of Common Estate Planning Transactions
Michael S. Arlein and Timothy O'Brien - Practical Tax Lawyer

Caregiving and the Case for Testamentary Freedom
Joshua C. Tate - U.C. Davis Law Review

Testamentary Fragmentation and the Diminishing Role of the Will: An Argument for Revival
Kent D. Schenkel - Creighton Law Review

Post-death Subscription: The Protective Function Reborn
Matthew D. Owdom - McGeorge Law Review

Law Threads
(Online Discussions)

Coordinating An IRA Beneficiary Designation with GST Planning -- 5/14/2008

Does Recent Case Kill "Poorer Spouse" Technique? -- 4/14/2008

Higher Fees for Difficult Clients -- 4/7/2008

Quick Take: Favorite Treatises on Estate Planning -- 3/19/2008

Toggling Between Conduit Trust and Accumulation Trust -- 3/18/2008

Web Links

Postage Price Calculator -- USPS
From the Postal Service. Calculate the cost of mailing a letter, postcard or package in the U.S. Mail.

The Life Settlements Report
News, information, and analysis of the secondary market for life insurance. Published by DealFlow Media. Some content requires paid subscription.

Employee Benefits Research Institute
Offers a wide range of articles and information on employee benefit trends and retirement data.

Oanda Historical Currency Exchange Rates
Look up currency exchange rates for any date.

Senate Hearings Keep Estate Tax Reform Hopes Alive
Article on Ronald D. Aucutt on the ACTEC public website reports on the latest hearings in Washington. Published April 7, 2008.