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Home
Advocacy
Tax
Trust Estate & Gift
Comprehensive List of Advocacy Issues for Trust, Estate and Gift Tax
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Comprehensive List of Advocacy Issues for Trust, Estate and Gift Tax
Legislative Comments
Important Legislative Comments:
2013 Compendium of Legislative Proposals
(including trust and estate items)
Estate Tax Legislation/Reform
Family Limited Partnership Discounts
Sec. 67(e) Trust Investment Expenses
President's Estate and Gift Tax Revenue Proposals - 2014 budget
Tax Strategy Patents
Proposal for Consistent Treatment of all Federal Tax Payments of Trusts and Estates
Proposal to Exempt from the Form 1041-A Filing Requirement of Section 6034(a) Trusts with Charitable Deductions only from Flow-Through Entities
GRAT Proposed Legislation
Regulatory Comments
Important Regulatory Comments:
Medicare Surtax and Trusts and Estates
- May 8, 2013
Decanting
Carryover Basis - Notice 2011-66
- Sept. 2011
Forms 706 and 8939 Extensions
Form 709 Update
Carryover Basis
- Dec. 2010
Sec. 67(e) Trust Investment Expenses
Alternate Valuation Regs Comments
SEC Proposed Rule on Family Offices
Sec. 2511 & Charitable Trusts
Foreign Trust Reporting
Letter to IRS on Form 1041-A
Letter to IRS on Form 4952
-IRS has made these changes
Letter to IRS on
Simplified Method for Electing Out of GST Exemption
Letter to IRS on
Gift Splitting
Letter to IRS on
indirect deductions for CRTs
Letter to IRS
on ETIP suggestion
Comments on 2008 Alternate Valuation Proposed Regulations
Comments on 2012-13 IRS Business Plan
(pp. 37-41)
Letter to IRS on Notice 2008-63 Regarding
Proposed Guidance on Transfers with Retained Life Estate and the Creation of a Private Trust Company and Distribution Committees
(Nov. 12, 2008)
Letter to IRS on
pre-release comments on guidance needed on the estate, gift, and GST consequences of using a family-owned company as the trustee of a trust - involving private trust company
(March 29, 2006)
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