Frequently Asked
Questions
Informational
Reports
Glossary
Recent Law
Changes
Published Books
Docubank
Estate Planning Forms
06/01/2007
E-alert - Planning for Retirement Assets Requires Special Care - Bad Advice by Financial Planner Causes Tax Penalty to Client
05/01/2007
E-alert - IRS Uses Payment of Estate Tax to Win Family Limited Partnership Case
04/01/2007
E-alert - Drafting Spousal Trusts to Reduce Estate Taxes
03/01/2007
E-alert - Technical Amendment to Deficit Reduction Act of 2005 Causes Immediate Annuities to Further Lose Their Luster for Medicaid Planning Purposes
02/01/2007
E-alert - IRS Offers Favorable Rulings Regarding Transfers of Life Insurance Policies to an Irrevocable Life Insurance Trust
01/01/2007
E-alert - IRS Disappoints With Guidance for Rollovers of Inherited Company Plans
03/01/2006
E-alert - IRS Issues Favorable Life Insurance Private Letter Ruling
02/01/2006
E-alert - Window of Opportunity for Medicaid Planning
01/01/2006
E-Alert - Passage of the Deficit Reduction Act Will Not Mean the End of Medicaid Planning
11/01/2005
E-Alert - Katrina Emergency Tax Relief Act Offers Short-term Charitable Tax Planning Opportunity - But Be Careful!!
10/14/2005
FYI - Leavitt Endorses Many of Governors' Medicaid Proposals
10/12/2005
FYI - Effect of the Federal Estate Tax on Family Farms and Small Businesses
10/10/2005
FYI - Social Security and Medicare Trustees Release Annual Reports
09/08/2005
FYI - Federal Housing Programs That Offer Assistance for the Elderly
09/06/2005
FYI - Vote for Estate Tax Repeal Delayed; Senator Kyle Prepares Amendment to H.R. 8
08/31/2005
E-Alert - Potential Changes to Medicaid Laws May Warrant Taking Action Now
08/30/2005
FYI - Qualified Roth Contribution Programs Gain Attention
08/23/2005
FYI - Greenspan Rejects Estate Tax Repeal
08/17/2005
FYI - Illinois Governor OKs Modification of Estate Tax
08/17/2005
FYI - Alzheimer's Disease Symptoms Reversed in Mice
07/29/2005
E-Alert - Fifth Circuit Releases Long Awaited Strangi Opinion
06/30/2005
E-Alert - 2036 Is Not Just for Family Limited Partnerships
05/31/2005
E-Alert - Taxpayers Using FLPs Continue to Trip Over Section 2036
04/29/2005
E-Alert - Chances for Repeal of the Estate Tax Lessen — Congress May Settle for Permanent Increase in Exemption Amount
04/01/2005
FYI - Will Effectively Exercised Power of Appointment Even Though Not Admitted to Probate
03/31/2005
FYI - Will's Assertion of Mistreatment by Disinherited Child is Not Grounds for Invalidity
03/30/2005
FYI - Disclaimer Reformed to Avoid GST Tax
03/18/2005
FYI - Jury's Treble-Damages Finding in Undue Influence/Theft Case Set Aside by Trial Court, Restored by Appellate Court
03/18/2005
FYI - April 2005 section 7520 rate released
03/17/2005
FYI - Undue Influence and Constructive Fraud Claims Should Have Been Submitted to Jury
03/17/2005
FYI - Malpractice Claim May Be Brought By Successor Fiduciary Against Agent of Prior Fiduciary (CA)
02/28/2005
E-Alert - Joint Committee on Taxation Proposes Tax Law Changes Effecting Estate Planning
02/11/2005
FYI - Power of Attorney, Lacking Gift-Giving Authority, Does Not Authorize Gifts to Agent
01/31/2005
E-Alert - Court Upholds Trust Nominee Clause and Finds No Revocation Where the Formalities of Revocation and Amendment Were Not Followed by the Surviving Trustor
12/24/2004
E-Alert - Disclaimer Proves Fatal to Estate Plan
09/30/2004
E-Alert - Internal Revenue Service - 1, Taxpayers - 1, Third Set Remains to be Played!!!
08/31/2004
E-Alert - IRS Scores Family Limited Partnership Victory
08/23/2004
E-Alert - IRS Blesses Planning With Grantor Trusts In Revenue Ruling 2004-64
08/23/2004
FYI - HCFA Transmittal 64 Tables for Medicaid Planning Available on the Web
About AAEPA
|
About NAELA
|
Disclaimer
|
Privacy Policy
|
Contact Us
1-888-222-1328
©2008 Morris, Hall & Kinghorn, P.L.L.C., All Rights Reserved.
Phoenix, AZ - Tucson, AZ - Mesa, AZ - Scottsdale, AZ - Prescott, AZ - Goodyear, AZ
Sedona, AZ - Flagstaff, AZ - Sonoita, AZ - Albuquerque, NM - Henderson, NV