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AALU Washington Reports

May 2005

Tenth Circuit Court Appeals Reverses District Court: Holds That Employer Lacked Insurable Interest In Rank-And-File Employee’s Life - 5/31/05

Delaware Court of Chancery Again Dismisses Wal-Mart Complaint Against Insurers and Brokers Over COLI Plan - 5/27/05

Potential Split-Dollar Attention In Section 409A Guidance - 5/26/05

AALU Annual Meeting: Members Successful in Carrying Message to Capital Hill - 5/24/05

Estate Tax Update: Pro-Repeal Forces Visit Capital Hill; Rollout Media Spots in Swing States - 5/23/05

Sale of Life Insurance Policies From One Grantor Trust to Another is Disregarded for Income Tax Purposes, Including Section 101 - 5/17/05

Death Benefit Under a Deferred Annuity Contract Is "Income in Respect of a Decedent" To Extent That Benefit Exceed Decedent’s Investment in the Contract; Beneficiary May Claim Deduction - 5/17/05

Life Insurance Policy Proceeds Will Not Be Includible In Estate of Trustee/Insured Who Resigns at Least 3 Years Prior to Death - 5/12/05

"Next Generation" Pension Reform Bills Introduced - /10/05

IRS Releases Executive Compensation Audit Guides, Including Split Dollar, Deferred Compensation and Fringe Benefits - 5/9/05

Finance Committee Releases IOLI Legislative Proposal - 5/5/05

Senate Finance Chairman and Ranking Democratic Members Issue Release on IOLI - 5/3/05