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AALU Washington Reports

May 2002

Distribution of Demutualization Proceeds to Members of Welfare Benefit Fund Is Not Subject to Excise Tax  5/29/02

General Estate and Gift Tax Developments: March 2002   5/27/02

Language in Will Held Insufficient to Prevent Apportionment of Estate Taxes Against Life Insurance Proceeds  5/24/02

Labor Dept. Proposes Retroactive Expansion in Class Covered By Exemption for Transfers of Life Ins. Contracts From Plans to Participants and Others (PTE 92-6)  5/24/02

Appeal Court Holds That Life Ins. Premiums Paid By Taxpayer's Ex-husband are Taxable Alimony  5/20/02

IRS Guidance and Tax Court Decision on Welfare Benefit Trusts Expected Soon   5/20/02

IRS Issues Final Regs. Confirming That Annuities Issued By Foreign Insurers May Be Debt Instruments for Purposes of OID Rules  5/13/02

New Revenue Code Section 457 Regulations Released   5/8/02

Further Info. Respecting PLR200127047 Reclassifying Welfare Benefits As Deferred Compensation  5/7/02

Coli Continues to Attract Media and Congressional Attention 5/7/02