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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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Recent Entries:
Newsletters   Actual Text   Journals   Web Links   Web Links   BlogWatch


Pete Melcher, Bob Keebler and Steve Oshins on The Ultimate Guide to Decanting Trusts: Strategies, Opportunities, Private Decantings, Tax Issues and More Steve Leimberg's Estate Planning Newsletter Issue:2554    24-May-17

Steve Leimberg Announces Steve Oshins' Webinar: "The Private Decanting: A Do-Over Trust While Maintaining Privacy from Your Family" Steve Leimberg's Estate Planning Newsletter Issue:2553    23-May-17

Bob Keebler and Jim Magner: Transitional Planning Concerns for Clients Dying in 2017 if Itemized Deductions Are Eliminated Steve Leimberg's Estate Planning Newsletter Issue:2552    22-May-17

There's Still Time to Register: Bob Keebler's Follow-Up Webinar on the Trump Tax Plan - The Implications of Rate Reduction & Entity Planning Steve Leimberg's Estate Planning Newsletter Issue:2551    21-May-17

Finance 5.20.2017 Bob LeClair's Finance and Markets Newsletter Issue:909    21-May-17

7520 and Other Key Rates - June 2017 Steve Leimberg's Estate Planning Newsletter Issue:2550    19-May-17

Actual Text

Rische, Jeffrey Alan v. United States, No. 2:16-cv-00339 District Court Denies Tax Refund

PLR 201720005 (7 February 2017) Estate Granted Extension to Make Portability Election

S. 1080 Vested Employee Pension Benefit Protection Act

PLR 201717010 (23 January 2017) Sale of Stock Qualifies Under Code Section 1202

H.R. 2187 Proposed Legislation Clarifies Tax Treatment of Government Pensions

H.R. 2205 Enhancing Credit Opportunities in Rural America (ECORA) Act of 2017

Instant Audio and Podcasts

60 Second Planner

60-Second Planner -- Estate of Powell: Assets Transferred to FLP Are Included in Estate

60-Second Planner -- PLR 201717010: Sale of Stock Qualifies Under Code Section 1202

60-Second Planner -- Alaska Income Tax Bill Fails


Keebler and Gordon on Income Tax Planning for Securities

Tax Reform Under President Trump

Planning for Portability After Rev. Proc. 2016-49

Keebler and Blattmachr on the Section 2704 Proposed Regs.

Keebler and Aucutt on the Section 2704 Proposed Regulations

Keebler and Oshins on Private Decanting

Keebler and McClintock: The New Death Tax Problem

Bob Keebler on Asset Protection Planning for IRA Accounts


Understanding the NUA Rules

Fiduciary Rule Will Take Effect Without Further Delay

Delaware Supreme Court Affirms Trust Beneficiary Protection in Mennen

Using Technology to Improve the Lives of Seniors

Est. of Nancy H. Powell: Transfer to Limited Partnership Includible in Estate

Building Flexibility with a SLAT

Charities and the Trump Tax Plan

Software for Calculating Retirement Withdrawal Rates

Protecting Your Digital Life

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

Sale of a residence in a QPRT
Traci Kratish Pumo - The Tax Adviser

Strict Compliance vs. Substantial Compliance/ Harmless Error: Flawed Narrative = Flawed Analysis?
Peter T. Wendel - Probate & Property

ABLE Accounts: What Trusts and Estates Lawyers Need to Know
Bernard A. Krooks and Benjamin A. Rubin - Probate & Property

30 Things Iíve Learned After 30 Years as an Estate Planner
Jeffrey A. Zaluda - Probate & Property

Property Interests in Digital Assets: The Rise of Digital Feudalism,
Natalie M. Banta - Cardozo Law Review

Web Links

Trends in the Expenses and Fees of Funds, 2016 -- Investment Company Institute
Mutual Fund Expense Ratios Have Declined Substantially over the Past Two Decades, according to this report.

House Health Care Bill: Section-by-Section Summary
Summary of provisions of The American Health Care Act of 2017 (H.R. 1628).

Three Steps for Women to Secure Their Financial Future -- SSA
Social Security Administration resources to help prepare for retirement.

2017 Investment Company Fact Book
This annual publication offers a review of trends and activities in the investment company industry.

Appropriate POLST Paradigm Form Use Policy -- National POLST Paradigm
This document, from the National POLST Paradigm, lists seven fundamental tenets that all health care professionals should follow to ensure appropriate POLST Form use.

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