| Journals
On Estate Tax Repeal and Charitable Bequests
David Joulfaian - Tax Notes
Built-In Gain Discounts for Transfer Tax Valuation: A Resolution for the BIG Debate
Scott Andrew Bowman - Akron Tax Journal
Copyright's Hidden Assumption: A Critical Analysis of the Foundations of Descendible Copyright
Deven R. Desai - SSRN
Suggestions for the DOL, the Treasury, ERISA Plan Sponsors, Plan Administrators, and Representatives of Plan Participants or Potential Beneficiaries After Kennedy v. Plan Administrator of DuPont Savings and Investment Plan
Albert Feuer - SSRN
Avoiding the Estate Planning 'Blue Screen of Death' - Common Non-Tax Errors and How to Prevent Them"
Gerry W. Beyer - Estate Planning & Community Property Law Journal,
Build America Bonds
Matthew Brady - Trusts & Estates
Fast Track Your IRS Dispute
Daniel R. Van Vleet & Lawrence B. Gibbs - Trusts & Estates
The Beauty of SCINsurance
Angelo F. Tiesi - Trusts & Estates
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Law Threads
(Online Discussions)
In Slow Economy, Clients Slow to Pay Fees -- 6/17/2009
Using a Trust to Protect a Child's Inherited IRA -- 6/3/2009
Inheriting a "Secret" Foreign Account -- 4/23/2009
Planning for Depreciated Securities Owned at Death -- 4/7/2009
Do Estate Tax Changes Affect Death Rates? -- 3/26/2009
To File or Not to File? Advising Business Owner about Past Returns -- 3/13/2009
Obama Budget Proposal Contains Estate Tax Hints -- 2/27/2009
Quick Take: Do Charities' Losses to Madoff Implicate Jeopardizing Investment Rules? - 2/13/2009
Quick Take: GST Tax Reporting for Exempt Trust - 2/10/2009
To Fund or Not to Fund the Credit Shelter Trust? -- 2/3/2009
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Web
Links
Fees: How to Charge, Collect and Defend Them
Subtitle: Understanding the Legal and Emotional Aspects to Billing and Collecting Fees for Legal Services. Paper presented at the 34th Annual Notre Dame Tax and Estate Planning Institute (Fall, 2008). By Louis S. Harrison
State Estate Taxes -- CCH Financial Toolkit
Summaries of the estate tax and inheritance tax laws of each of the 50 states, D.C. and Puerto Rico.
The Doughnut Hole Calculator -- AARP
WANT TO AVOID THE MEDICARE DRUG COVERAGE "DOUGHNUT HOLE"? If you have Medicare Part D, you may be at risk of falling into the coverage gap, or "doughnut hole." Follow this four-step tool and save money!
Smartphone Buyers Guide -- Gizmodo.com
In the market for one of the new smartphone offerings? This guide will help you sort out the options.
Power of Attorney Abuse: What States Can Do About It
A Comparison of Current State Laws with the New Uniform Power of Attorney Act. Report by AARP Public Policy Institute. By Lori A Stiegel, JD and Ellen Van Cleave Klem, JD, American Bar Association Commission on Law and Aging. Dated November, 2008.
This PPI research report explores the problem of power of attorney abuse and how state legislatures can protect vulnerable adults. Powers of attorney are legal documents used by individuals to empower someone else to act on their behalf. As the population ages, the power of attorney will be used increasingly to appoint trusted family members or others to handle financial decision-making. But it also can be a ‘license to steal,’ because it grants broad powers with little oversight. The report shows that a large majority of states lack protections against abuse. The Uniform Power of Attorney Act, a model law, lays the groundwork for keeping seniors safe from abuse, while allowing them to plan for the future. (88 pages)
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