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AALU Washington Reports

March 2004

New Protection for Retirement Plan and IRA Assets Included in House Passed Bankruptcy Reform Bill - 3/31/03

Administrations Tax-Free Dividend Proposal Experiences Rocky Road in Senate - 3/27/03

General Estate and Gift Tax Developments: January 2003 - 3/25/03

Beneficiary's Basis in Annuity Contract Acquired Prior to October 21, 1979 is Fair Market Value on Date of Contract Owner's Death After That Date - 3/25/03

Split Dollar Proposed Regulations Expected Shortly - 3/21/03

Non-Binding Estate Tax Repeal Vote - 3/21/03

Funding Welfare Benefits - Detailed Analysis of Wells Fargo & Co. vs. Commissioner - 3/18/03

The Estate Tax and Current Federal Budget Issues - 3/18/03

IRS Finalizes Corporate Tax Shelter Regulations and Indicates It May Litigate Outstanding COLI Cases - 3/11/03

Appeals Court Upholds Validity of Intra-Family Sale of Assets in Exchange for Self-Canceling Installment Note - 3/11/03

IRS Loses Major Case on Funding Welfare Benefits - 3/7/03

General Estate and Gift Tax Developments: December 2002 - 3/7/03