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Alaska Residence Trusts
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Please click the newsletters title or the secton that you would like to view.
Recent Estate Planning Developments-Winter 2008
Topics:
 Status Report: Reform of Federal Estate Tax - What should we expect?
Alaska State and Trust Legislation
Estate Tax Reduction Techniques You Should Consider
Exxon Valdez Claim Tax Reporting
Our Office Estate Planning Presentations
Recent Estate Planning Developments-Winter 2007
Topics:
 Estate Planning For Exxon Valdez Claims
Status Report: Reform of Federal Estate Tax Legislation
Alaska's 2007 Estate and Trust Legislation
Gifting: Important Gift & GST Rules
Tax-Free Distributions From IRAs to Charity
Recent Estate Planning Developments-Summer 2006
Topics:
 Status of Federal Estate Tax Legislation: REFORM?
Alaska's 2006 Estate and Trust Legislation: Trust Protection for Divorces
Alaska Residence Trusts: Tax Savings, Asset Protection
Family Limited Partnerships Should Be Reviewed; New Cases
UPDATED: Estate Planning Techniques and Maintenance List
Recent Estate Planning Developments - Spring 2005
Topics:
 Healthcare & Financial Planning in case of Incapacity
Status of Federal Estate Tax Legislation
Recent IRS Ruling Provides Support for Conclusion That Alaska Trusts Will Not be Taxed
Bankruptcy Act Amendments and Alaska's Domestic Asset Protection Trusts
Recent Estate Planning Developments Summer 2004
Topics:
 Recent Family Limited Partnership Case.
Planning to Deal With Incapacity: We Need to Get “Hip” With HIPAA, the Health Insurance Portability and Accountability Act.
New Gift and Estate Tax Phase-In Amounts May AffectYour Estate Planning.
New 2004 Alaska Legislation Affecting Trustsand Advance Health Care Directives.
Estate Planning Updatesand MaintenanceWhich You May Need.
Recent Estate Planning Developments Fall 2003
Topics:
 New Family Limited Partnership and Family Limited Liability Company Cases.
New 2003 Legislation: Alaska Trust Law Changes.
New 2003 Alaska Legislation: Uniform Principal and Income Act.
Our New Staff.
Recent Estate Planning Developments Fall 2002
Topics:
 The 2001 Tax Act: A Status Report
Great Opportunities for Estate Planning in a Low Interest Rate Environment.
Alaska's Five-Year Experience With Self-Settled Discretionary Spendthrift Trusts.
Your Questions: Comparison of a Private Foundation With a Donor-advised Fund.
Recent Estate Planning Developments  Summer of 2001 
Topics:
 New Alaska Legislation 
THE NEW FEDERAL TAX ACT  Important Changes
What Planning Should You Do? 
THE 2001 TAX ACT Changes Which Affect Your Estate Planning

November 2000 - Recent Estate Planning Developments Last Quarter of 2000
Topics:

Will We Have New Federal Legislation? What Will It Be?

BY POPULAR DEMAND Our Expanded "Checklist" for Estate Planning Techniques

Which You Should Consider, and Maintenance Reminders

New Alaska Estate Planning Legislation

Estate Planning Checklist

Topics:

 Our Expanded "Checklist" for Estate Planning Techniques Which You Should Consider, and Maintenance Reminders.
February 2000 - Recent Estate Planning Developments First Quarter of 2000

Topics:

The Change of the Millennium

No New Federal Legislation - Good News or Bad News

A "Checklist" for Evaluation of Your Estate Planning
Estate Planning Techniques Which You Should Consider

April 1999 - Recent Estate Planning Developments First Quarter of 1999

Topics:

Administration's Budget Proposals Affecting Estate Planning

A "Bottom Line "Discussion of Alaska Trusts, Their Purposes -

Who Should Use Them - How To Implement Them

August 1998 - Recent Estate Planning Developments First Half of 1998

Topics:

Perpetual Trusts

Estate Planning for IRA and Pension Accounts

New Federal Legislation

New Alaska Legislation - Including Alaska Community Property

February 1998 - Recent Estate Planning Developments Last Half of 1997 and Early 1998

Topics:

 

Recent Estate Planning Developments

Last Half of 1997 and Early 1998

 
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