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Alaska Residence Trusts
Alaska Domestic Asset Protection Trusts
2012 CHART- Comparison of the Domestic Asset Protection Trust Statutes
2012 MAP - Domestic Asset Protection Trust States
Alaska Perpetual Trusts
Alaska Grantor Retained Annuity Trusts
Alaska Family Limited Partnerships and Liability Companies
Alaska Community Property Trusts
Newsletters
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Recent Estate Planning Developments-Winter 2013
Topics:
Estate Planning in 2013
Permanence
Are We Home Free Now?
Planning Approaches Under the New Permanent Law
Recent Estate Planning Developments-Summer 2012
Topics:
Is the Train Getting Ready to Leave the Station?
The 2012 Gift, Estate and GST Law if Very Favorable
Sunsetting
Will There Be a New Law - What Can We Expect?
Some of the Possibilities
Our Office Estate Planning Presentations
Recent Estate Planning Developments-Winter 2011
Topics:
The Administration and Congress Agree on a New Tax Act
Deaths in 2010: Choice Between Estate Tax or Carryover Basis
Portability of Unused Applicable Exclusion Amount
What Can We Expect at the End of 2012?
Planning During 2011 and 2012
Recent Estate Planning Developments-Winter 2010
Topics:
Temporary Repeal of Estate & GST Taxes
New Ruling Approves Estate Tax Planning Using Alaska Trusts
Defined Value Clauses Approved
Our Office Estate Planning Presentations
Our Staff and their Activities
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 and 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 and 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