Epstein Secrets

ry language almost made a credit shelter trust taxable in the 2011-06 trustee/beneficiary's estate (Estate of Chancellor v. Commissioner) 06/13/11 A Tax Court valuation case that illustrates just how far apart the experts can be, and 2011-05 how a judge evaluates those experts (Estate of Mitchell) 05/03/11

purported charitable gifts and a skeptical IRS: Hendrix and Free Fertility Foundation 07/01/10 A round-up of the still uncertain tax landscape: Sen. Bernie Sanders’ estate tax bill 2010-06 and its revenue raisers (consistent basis reporting, limits on valuation discounts and GRAT restrictions), “PAYGO” and Sen.

. Ryan’s “Roadmap”; NY drops “privity” requirement for executor’s suit against estate planning attorney (Schneider v. Finnman) 05/28/10 “Pierre II”. the Tax Court addresses the “step transaction doctrine” and valuation 2010-05 issues in a continuation of the Pierre v. Commissioner saga; valuation of fractional

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