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AALU Washington Reports

July 2002

General Estate & Gift Tax Developments: May 2002 - 7/30/02

Detailed Explanation of Funded Welfare Benefit Trust Proposed Regulations - 7/29/02

Congress Approves Corporate and Accounting Reform with Potential Relevance to Split Dollar - 7/26/02

AALU Comments on Use of Variable Annuity Contracts For Purpose of The Minimum Required Distribution Rules - 7/24/02

Summary of Recent Pension Guidance - 7/24/02

Sale of Life Insurance Policies From One Grantor Trust to Another is Disregarded For Income Tax Purposes, Including Section 101 - 7/17/02

IRS Extends Time to Allocate GST Exemption to Lifetime "Crummey" Transfers to Insurance Trust After Death of Grantor - 7/17/02

Senate Finance Committee Holds Retirement Security Legislation Mark-Up With Potential Effect on Life Insurance - 7/12/02

Senate Finance Committee Approves Tax Shelter Transparency Act (S.2498) - 7/11/02

IRS Releases Funded Welfare Benefit Trust Regulations - 7/10/02

IRS Creates New Health Care Reimbursement Accounts - 7/9/02

FICA/FUTA Moratorium on Statutory Stock Options Extended Indefinitely 7/9/02

Proposed Split Dollar Regulations Published - 7/3/02

IRS Issues Third Modification To Corporate Tax Shelter Regulation 7/2/02