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AALU Washington Reports

May 2007

Participants in Multiemployer Life Insurance Trust Have No Right to Demutualization Proceeds Received on Account of Trust-Owned Policies - 5/29/07

IRS Finalizes Regulations for Roth 401(k) Plans - 5/21/07

Negative PLR on COLI Owned by Insurance Companies - 5/21/07

Additional Analysis of Pre-September 18, 2003 Split-Dollar Life Insurance Arrangements and Section 409A - 5/18/07

General Estate and Gift Tax Developments: March 2007 - 5/10/07

AALU Teleseminar on Final 409A Regulations and Notice 2007-34 - 5/9/07

General Estate and Gift Tax Developments: February 2007 - 5/8/07

Annuity Proceeds Received on Death Are Includible in Gross Income - 5/8/07

Transaction Involving Two Annuity Contracts Held Not to Be Tax-Free Exchange - 5/8/07