(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)
Rolling With the Rollover
Robert F. Sharpe, Jr. - Trusts & Estates
Tips From the Pros: Directed Trusts—Who’s Responsible?
Charles A. Redd - Trusts & Estates
A New Paradigm: Truly Multigenerational Planning
Mark Gerson Gilfix and Michael Gilfix - Trusts & Estates
The Tax Implications of Arbitration
Stephen W. Murphy - Trusts & Estates
Marital Deduction and Credit Shelter Planning
David J. Correira - Trusts & Estates
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
IRA Required Minimum Distribution Worksheet -- IRS
Use this worksheet to figure this year’s required withdrawal for your traditional IRA UNLESS your spouse is the sole beneficiary of your IRA and he or she is more than 10 years younger than you.
Genworth 2015 Cost of Care Survey
This survey, conducted by
CareScout, covers 440 regions across the U.S.
and based on data collected from more than
47,000 provider survey outreaches.
IDD and Dementia -- Administration for Community Living
The National Plan to Address Alzheimer’s Disease (2014) calls for a coordinated effort to develop workforces in aging, public health, and intellectual and developmental disabilities that are dementia-capable and culturally-competent. In response to this directive, the U.S. Administration on Community Living presents the findings and resources in this white paper to community of providers who primarily serve older adults. It provides a broad overview of the services and support system for persons with intellectual and developmental disabilities (IDD) affected by dementia and their caregivers, examples of cross-network initiatives, and resources for improving dementia care across agencies and organizations that serve this population.
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.