(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)
The Persistent Preference for Inception Assets
Trent S. Kiziah, J. Clay Singleton and Stewart A. Marshall, III - ACTEC Law Journal
The Physician Orders for Life-Sustaining Treatment (POLST): Coming Soon to a Health Care community Near You
Robert B. Wolf, Marilyn J. Maag and Keith Bradoc Gallant - ACTEC Law Journal
The Terms of the Trust: Extrinsic Evidence of Settlor Intent
Fred Franke and Anna Katherine Moody - ACTEC Law Journal
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
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
2015-2016 Priority Guidance Plan -- IRS
The 2015–2016 Priority Guidance Plan contains 277 projects that are priorities for allocation of IRS resources during the twelve-month period from July 2015 through June 2016. Released July 31 2015.
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.