Planned Gift Design Services
social media and e-mail
  • Home
  • About
  • Services
  • Jack Straw Fortnightly
  • PG 103
  • The Greystocke Project
    • section 112 problem child
    • income ordering rule shifts benefit to lower generation
    • unanswered questions in PLR 201735005
    • waiting for the other shoe
    • landmark or mirage
    • the ask
    • three sixty five
    • speaking at MNPGC in november
  • Case Studies
    • The "pre'69" remainder trust
    • The nonqualified testamentary CRAT
    • Correctly reporting an indirect skip
    • Anti-lapse statutes and revocable trusts
  • speaking to your group
    • Presentations
  • Blog
  • Contact

a backward glance

7/13/2022

 
I received an e-mail inquiry today from Lorman asking whether the materials for a program I did for them three years ago on income splitting might require updating.

I pulled up the slide deck and the supporting text -- the latter appended below --, and responded in effect that apart from the fact that the Supreme Court did ultimately rule in Kaestner Trust, nothing had significantly changed in the interim,

but that my approach to the subject was perhaps idiosyncratic. And that another presenter might start in somewhere around page 3.
income_splitting_text.pdf
File Size: 124 kb
File Type: pdf
Download File

    the very occasional blogger

    The text here used to say,

    "In my 'day job,'  I do not often have an opportunity to articulate some of my more contrarian views."

    With the launch of the Jack Straw Fortnightly back in January 2018 that is no longer the case. This blog remains "very occasional," however, and functions primarily as a place to post news releases.

    Archives

    February 2023
    December 2022
    July 2022
    June 2022
    April 2022
    February 2022
    October 2021
    September 2021
    August 2021
    July 2021
    June 2021
    February 2021
    November 2020
    September 2020
    August 2020
    June 2020
    May 2020
    December 2019
    February 2019
    December 2017
    December 2014
    December 2013

    RSS Feed

    Categories

    All
    7520 Rates
    Charitable IRA Rollover
    Clawback
    Cryptocurrency
    Dark Money
    Jack Straw
    Nonfungible Tokens
    Nonqualified Lead Trust
    Pease Limitation
    PG 103
    Post Mortem Planning
    Prearrangement
    Priority Guidance
    Qualified Appraisal
    Tax Expenditures
    The Greystocke Project
    The Sector

The paralegal consulting services described on this site are offered only to lawyers.
Russ is not maintaining an active license to practice law.
He is not licensed in Arizona, and he does not offer legal services in Arizona.

Proudly powered by Weebly