Ilise S. Alba

News & Insights Events

  • Newsletter

    Wealth Management Update


    October Interest Rates Down Slightly for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
    Tax Court Checks Commissioner's Take on Check-the-Box Regulations
    Texas District Court Permits $40M Estate Tax Refund for "Partnership Assets" that Decedent Intended To, But Did Not Actually, Transfer Prior to Death
    Despite Fears and Debates, New York Statutory Short Form Power of Attorney Effective Date Arrives
    Father who Was Jailed for Non-Payment of Child Support Has No Interest in Fully Discretionary Trust for his Benefit that Creditor-Mother Can Reach
    Florida Bankruptcy Court Finds that Rebuttable Presumption of Exemption of IRAs from Bankruptcy Estate Is Defeated by Disqualified Person Engaging in Prohibited Transaction
    Offshore Voluntary Compliance Deadline Arrives
    Connecticut Attorney General Seeks Disclosure of UBS Account Holder Names
    Connecticut Tax and Budget Bill Effective as of September 6, 2009 without Governor's Signature
    IRS Form 708 To Be Issued To Report Gifts Made by Expatriates
    IRS Provides its Examiners with Procedures for Assessing Preparer Penalty in Estate and Gift Tax Cases

    on October 2009

  • Newsletter

    Personal Planning Strategies


    January 2009 Update — Many Exemptions Increased With Respect to Federal Estate, Gift and GST Taxes
    Year End Planning Strategies
    $700 Billion Financial Bailout Bill Permits Lifetime Charitable Gifts From Individual Retirement Accounts
    No Contest Clauses and Recent California Changes Affecting Them

    on December 2008

  • Newsletter

    Personal Planning Strategies


    January 2008 Update - Federal and State Estate, Gift and GST Tax Changes
    Why You Should Consider a Revocable Trust
    Importance of Properly Maintaining a Family Limited Partnership
    Last Call For Lifetime Gifts To Charities From Individual Retirement Accounts?

    on December 2007

  • Newsletter

    Personal Planning Strategies

    on June 2005

  • Newsletter

    Personal Planning Strategies

    on December 2004

  • Newsletter

    Personal Planning Strategies

    on June 2004

  • Newsletter

    Personal Planning Strategies

    on December 2003