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AALU Washington Reports

January 2003

General Estate & Gift Tax Developments: November 2002 - 1/30/03

DOL Provides Less Stringent Standards for Selection of Annuity Providers in On Going Defined Contribution Plans - 1/29/03

Assets Transferred to "Deathbed" Family Partnership Are Includible in Decedent's Estate Under Section 2036 - 1/29/03

General Estate & Gift Tax Developments: October 2002 - 1/27/03

Current AALU/NAIFA Split Dollar Proposals To The Treasury - 1/24/03

Democratic Pension Bill, With Executive Benefit Provisions, Introduced in the Senate - 1/24/03

The Dept. of Labor Determines that Retirement Plans Are Not Required to Pay Consideration - 1/23/03

Treasury Issues Proposed Cash Balance Regulations Addressing Age Discrimination Issues - 1/23/03

General Estate & Gift Tax Developments: September 2002 - 1/22/03