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    AALU Bulletins

    • Final Pass-Through Deduction Regulations Clarify Family Aggregation and Trust Planning Opportunities and Limitations.
    • Shifting Gears? Rising Rates and Legacy Planning.
    • IRS Issues Proposed Regulations on Relaxed Rules for 401(k) Hardship Distributions.
    • Warning Will Robinson: Tax Reimbursement Clauses May Cause Problems.
    • A First: Magic 8 Ball Says – Outlook Not So Good: Tax Court Speaks to Possible Estate Tax Treatment of Generational Split Dollar (GSD).
    • DONE DEAL: The DOL Fiduciary Rule is Officially Dead
    • Legacy Planning Post-Tax Reform – Part 1: Let Me Count the Ways: 5 Questions for Non-Taxable Estates.
    • Feeling Generous? Charitable Giving Post-Tax Reform.
    • Decoding Tax Reform: Grantor vs. Nongrantor Trusts – Which Way Do I Go?
    • Decoding Tax Reform: Tax Legislation Headed for Enactment – Initial Insights.
    • Reciprocal Trusts – A Refresher
    • Decoding Tax Reform: Taxation of Pass-Through Entities – How the House & Senate Bills Compare
    • Decoding Tax Reform: Senate Passes Its Bill – What It Says & What’s Next?
    • 401(k) Plan Loans: Considering a Loan Program – Better Know the Basics
    • Decoding Tax Reform: Interim Update – Where We Are Now.
    • Special Report: Section 3081 of the Tax Cut and Jobs Act
    • Treasury to Withdraw Proposed IRC 2704 Regulations.
    • Family Governance – The Why, What, and How for Affluent Families.
    • Part 2: To Fund or Not to Fund: Non-Qualified Deferred Compensation Plans – Funding Options.
    • WRNewswire Thursday, 19 October 2017 WRN 17.10.19
    • Part 1: The Fundamentals of Non-Qualified Deferred Compensation Plans.
    • Read All About It – The Big Six’s “Unified” Tax Framework: Potential
      Impact & Look Ahead.
    • Mandatory or Discretionary Trusts – Which, When, and Why?
    • Life Insurance – A Remedy for Uncertainty.
    • Estate of Powell: Is Its Bark Worse than Its Bite for Family Limited Partnerships?
    • Attention Trustees: Better Understand the Uniform Principal and Income Act.
    • Case Study Series – Turbo-Charged Split-Dollar.
    • No Good Deed Goes Unpunished – Does the Executor Know He Can be Personally Liable for Unpaid Taxes?.
    • Feeling Charitable? The IRS May Not Be When It Comes to Your Deductions – 5 Things to Know.
    • Hurry, Hurry, Exempt Organizations Step Right Up: IRS Announces Deadline for Retroactive Correction of 403(b) Plans.
    • Making Late Portability Elections for Non-Taxable Estates
    • Better Yet – Safe Harbor 401(k) Plans: How Exactly Do They Work?
    • Made a Mistake, No Problem: IRS Updates Correction Programs for Qualified Plans.
    • “Trouble Ahead, Trouble Behind,” and You Know that Notion Never Crossed My Mind: Avoiding 5 Common Mistakes in Life Insurance Planning.
    • Case Study Series: Location, Location, Location – Changing the Situs of an Irrevocable Trust.
    • Executive Compensation Planning: What the Future May Hold & What Can Be Done Now.
    • New Rules on Trust Decanting – Coming to a State Near You?
    • Tax Court Voids Gift of Decedent’s Interest in FLP and Includes Value in Decedent’s Gross Estate
    • Private Annuities – Managing the Exhaustion Test.
    • 401(k) Hardship Distributions: IRS Eases Substantiation Requirements.
    • President Trump Releases Tax Proposals – Keep Calm & Plan On.
    • Oh No, There Goes the S Corp – Reviewing Trust Eligibility to Hold S Corp Stock.
    • Handle with Care – Eight Lessons from Recent Family Limited Partnership Cases.
    • State Auto-IRA Update: Congress Acts to Block DOL Rules Allowing State & Local Government Sponsored Retirement Programs.
    • Sometimes Love Knows No Boundaries: Protecting Your Family Legacy from In-Laws.
    • It’s Déjà Vu: Planning (Again) in the Face of Uncertainty – Estate Freeze Series: Installment Sales to Grantor Trusts.
    • What’s Trending: What Experts from the 2017 Heckerling Institute Had to Say.
    • PLRs Hold No Income or Transfer Tax Consequences in Trustees’ Decanting and Combination of Trusts
    • It’s Déjà Vu: Planning (Again) in the Face of Uncertainty – Estate Freeze Series: Zeroed-Out GRATs.
    • Keep on Truckin’ – Leaving One State for Another? Don’t Get Stuck In Between…
    • Survey Says: Tax Reform & Client Planning – What Advisors Are Seeing & Saying.
    • At Last – IRS Enhances Defined Benefit Plans.
    • Fundamentals of Required Minimum Distributions: 7 Things You Must Know.
    • Forget Something? Make Sure to Change Life Insurance Beneficiaries Post-Divorce.
    • The Trustee’s Duty to Inform and Report – What to Say and When
    • Who’s Who – Are Trust Advisors Fiduciaries? Does It Matter?
    • Preserving Value A Family Legacy
    • Another Planning Option: Combining the Benefits of Life Insurance and the Credit Shelter Trust
    • What Is the Pay Ratio Rule Why Should You Care?
    • Definitions of Husband, Wife, Spouse, and Marriage – IRS Issues Final Regulations
    • Not So Fast: Update on Proposed Regulations on Valuation Discounts – Where Are We Now?
    • Equity-Based Incentive Compensation: Actual vs. Synthetic Equity Part I – An Introduction
    • Decedent’s Spouse Not Entitled to Share of Life Insurance Death Proceeds
    • Retirement Planning 101 – The Fundamentals of Automatic 401(k) Contribution Enrollments
    • Case Study Series: Grantor Trusts vs. Non-Grantor Trusts – Which and When?
    • Key Employee Compensation 101: Favorable Economic Conditions Make Effective Key Employee Compensation Programs Critical
    • Picking Your Trustees: Be Careful Out There – Beneficiaries as Trustees
    • Case Design Series: Private Split Dollar in Action – Ensuring a Legacy
    • Case Design Series: To Gift or Not to Gift, That is the Question
    • A Trustee’s Best Friend: Best Practices in Administering Life Insurance Trusts
    • IRS Finalizes Rules Allowing Plan Participants to Prioritize Taxable Distribution Amounts for Roll-Over
    • Proposed Section 409A Regulations Published
    • Proposed Section 2704 Regulations Published
    • State-Based Retirement Savings Arrangements Are Coming – Better Be Aware
    • Analyzing the Clinton and Trump Tax Reform Proposals
    • One Size Does Not Fit All: Tailoring an Insurance Trust – A Menu of Options
    • Private Foundations or Donor Advised Funds?
    • Valuation Discounts Gone? Don’t Lose Hope
    • WRMarketplace AALU Washington Report: The What, Why, Who, and How of INGS, DINGs, and NINGs for State Trust Planning

    Resources

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    • Intelligence Reports
    • Split Dollar
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