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AALU Washington Reports

December 2002

IRS Delays Minimum Required Distribution Regulations Effective Date and Provides Transition Rules Pending Further Study - 12/23/02

Delay in Effective Date of Minimum Required Distribution Regulations Expected - 12/20/02

Tax Court Grants Litigation Costs to Estate on Issue of Recognition of Family Limited Partnership - 12/13/02

Insurance Agents Sued Under State Law For Alleged Misrepresentations In Creating ERISA Welfare Plan - 12/13/02

AALU/NAIFA Comments on Temporary and Proposed Tax Shelter Regulations Published October 22, 2002 - 12/11/02

Tax-Exempt Contract Holder Is Not Owner of Assets Held in Variable Annuity Contract Separate Account - 12/6/02

IRS Released 2003 Inflation-Adjusted Estate and Gift Tax Amounts; GST Lifetime Exemption to Increase to $1,120,000 Bold - 12/3/02

Decedent's IRA May Not Be Discounted To Reflect Built-In Income Tax Liability or Lack of Marketability - 12/3/02

Sale of Life Insurance Policies From Two Grantor Trusts to Two Other Grantor Trusts Is Ignored for Purposes of "Transfer-for-Value" Rules - 12/2/02