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AALU Washington Reports

February 2003

Life Insurance Death Benefits and Cash Value Accretions Do Not Generate Tax Shelter Reportable Transactions - 2/28/03

Appeals Court Holds Revocable Spousal Annuity Interest May Reduce Value of Gift of Remainder Interest in GRAT - 2/26/03

Summary of Administrations Retirement Plan Proposals - 2/21/03

Joint Tax Committee Life Insurance Based Recommendations Following It's Enron Investigation - 2/19/03

Payments Made Under Rider to Flexible Premium Deferred Annuity Contract Will Be Treated As Made After Annuity Starting Date - 2/10/03

Current Status of Estate Tax Repeal/Sunset - 2/10/03

IRS and Treasury Officials Question Use of Section 412(i) Plans - 2/7/03

President's Budget Contains Charitable Giving Incentives; Sens. Grassley (R-IA) and Santorum (R-PA) Re-Introduce "CARE" Charitable Giving Bill - 2/6/03

White House Proposes Major Changes in National Savings and Retirement Policies - 2/4/03

Senator Lincoln's "Family Owned Business" Estate Tax Exclusion - 2/3/03