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Jay D. Adkisson
Steve R. Akers
Ronald D. Aucutt
Susan Bart
Jeff Baskies
Frank S. Berall
Alexander A. Bove Jr.
Jonathan Blattmachr
Lawrence Brody
Carol Ann Cantrell
April K. Caudill
Natalie Choate
Virginia F. Coleman
Andrew J. DeMaio
Joan B. Di Cola
Dan Evans
Richard L. Fox
Mitchell M. Gans
Alan S. Gassman
Wendy S. Goffe
Jonathan E. Gopman
Steven B. Gorin
Ellen Harrison
Jason E. Havens
Johnine Hays
L Paul Hood
Laura Howell-Smith
Michael J. Jones
James M. Kane
Larry Katzenstein
Robert S. Keebler
Donald H. Kelley
Bernard S. Kent
Michael E. Kitces
Bob LeClair
Paul S. Lee
Steve Leimberg
Jim Magner
Carlyn McCaffrey
A. Stephen McDaniel
John McFadden
Kevin J. McGrath
Mark Merric
Charles Ian Nash
Michel Nelson
Richard W. Nenno
Duncan E. Osborne
Steven J. Oshins
David Pratt
Charles L. Ratner
Gideon Rothschild
Charles (Chuck) Rubin
Keith Schiller
John J. ("Jeff") Scroggin
Martin M. Shenkman
Ed Slott
Marc Soss
Bruce D. Steiner
Conrad Teitell
Howard M. Zaritsky

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You are on the home page for Leimberg Information Services, Inc. We provide Estate Planning, Employee Benefits and Retirement Planning, Business Entities, Asset Protection Planning, Financial Planning and Charitable Planning Newsletters. We also provide LawThreads®, Actual Text, State Laws, US Code Searcher, and Supersearcher tools.CLICK HERE to learn about our distinguished authors, editors and contributors.

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Sandra D. Glazier on US v. Estate of Albert Chicorel: The Importance of Actual Notice to the IRS and other Known Creditors Steve Leimberg's Estate Planning Newsletter Issue:2679    13-Nov-18

Jay Adkisson on California's Rule of Professional Conduct 1.2.1 - Advising About or Assisting with a Fraudulent Transfer Is About to Get Very Dangerous in California Steve Leimberg's Asset Protection Planning Newsletter Issue:376    12-Nov-18

Finance 11.10.2018 Bob LeClair's Finance and Markets Newsletter Issue:981    11-Nov-18

Alan Gassman & Kelsey Weiss - Is it Possible for a Triple Net Lease to Be Considered a "Trade or Business" for Section 199A Purposes Steve Leimberg's Income Tax Planning Newsletter Issue:161    08-Nov-18

Sandra D. Glazier on Sveen v. Melin & Presumed Intent - Statutory Revocations of Beneficiary Designations Upon Divorce Steve Leimberg's Estate Planning Newsletter Issue:2678    07-Nov-18

Barry Flagg: What Happens to My Life Insurance at Age 100 and What Can I Do About It Steve Leimberg's Financial Products Planning Newsletter Issue:4    06-Nov-18

Actual Text

AICPA Seeks Clarity of IRS Guidance Re Beneficiaries Ability to Claim Excess Deductions

CA-2018-13 Tax Relief Available for Victims of November 2018 Wildfires in California

Joseph Czerw v. Lafayette Storage & Moving Corp. et al., No. 6:16-cv-06701 Employee Awarded Damages Based on Employer's Fraudulent Tax Filing

PLR 201845012 (2 August 2018) IRS Grants Extension to Estate to Make Basis Allocation Election

REG-107813-18 (9 November 2018) IRS Issues Prop. Regs. on Modifications to Rules for Hardship Withdrawals

PLR 201845006 (27 July 2018) IRS Addresses Tax Implications of Proposed Trust Modification

Instant Audio and Podcasts

60 Second Planner

PLR 201844004 -- Spousal Rollover of IRA Payable to Trust

PLR 201843007 -- Favorable Ruling on Trust Modification

Streightoff -- Limited Partner Interest Transferred to Trust


Bob Keebler on Roth IRA Basics

Keebler on Roth IRA Conversions After the Tax Cuts and Jobs Act

Bob Keebler on Tax Planning Under the Section 199A Regulations

Bob Keebler -- Overview of the Section 199A Proposed Regulations

Bob Keebler on Section 199A: An Executive Summary

Keebler on Income Tax Planning for IRAs and Qualified Plans

Keebler on Drawdown and Portfolio Strategies After Tax Reform

Keebler on Avoiding Low Basis Traps


Dealing with RMD Shortfalls

Coordinating Contributions to Multiple Retirement Plans

Virginia Supreme Court: Power of Attorney Act Authorizes Money Damages, But Not Restoration Order

California: Court May Excuse Trustee for Liability for Breach of Trust

Federal Estate Tax Collections by State, 2016

Sixth Circuit: Filing Proof of Claim in Probate Court Extended Collections Period

Saving Taxes by Investing in Opportunity Zones

Adkins: Bilked Investors Lose in Claims Court

The Mysteries of Life Insurance Underwriting

(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)

The Socioeconomics of Twenty-First Century Wills Formalities
Bridget J. Crawford - SSRN

Drafting Powers of Attorney for Elder Law and Special Needs Clients
Howard S. Krooks - Estate Planning

Factor Fiduciary Income Tax Into Estate Planning—Part 4
Philip N. Jones - Estate Planning

The Will Execution Ceremony: Should It Be In Pictures?
Gerry W. Beyer - Estate Planning

Tax Planning for Compensation: More Than Just FICA
Suzanne L. Shier and Diana R. Myers - Estate Planning

Web Links

Elder Abuse Guide for Law Enforcement
While designed for law enforcement personnel, this collection of resources may be useful to anyone who comes in contact with seniors.

2018 U.S. Trust Study of High Net Worth Philanthropy
The 2018 U.S. Trust Study of High Net Worth Philanthropy, published in partnership with the Indiana University Lilly Family School of Philanthropy, finds that wealthy Americans continue to be generous with their time and money, increasing the amount they gave on average to charitable causes and organizations in 2017, including giving in the wake of natural disasters. The biennial study shows that 90 percent of high net worth (HNW) households gave to charity last year, and 48 percent volunteered time to nonprofit organizations and causes.

2018 Millionaire Outlook Study -- Fidelity Investments
In this survey, conducted between March 28 and May 8, 2018, over half of the millionaires surveyed said they are willing to pay more for an advisor who is able to help them navigate the recent tax reforms, while also minimizing their tax bill.

Tuition Tracker
Tuition Tracker is an interactive tool designed to help parents and students find the “right” college or university among thousands by using search criteria, such as desired location, price and size, to filter results. Tuition Tracker is also a resource for education researchers and journalists looking to explore trends in tuition, financial aid and student outcomes among U.S. higher education institutions over the last decade. Tuition Tracker is the result of a collaboration among The Hechinger Report, The Dallas Morning News and the Education Writers Association.

Assisted Living: Promising Policies and Practices - LTCCC
The goal of this report from the Long Term Care Community Coalition is to provide consumers, providers, and policymakers with information and insights into best practices and policies for assisted living.

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