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AALU Washington Reports

March 2008

Changes to Split-Dollar Arrangements That Do Not Change the Insurance Contract Do Not Cause Loss of Grandfather Treatment Under Section 101(j) and 264(f) - 3/28/08

IRS Issues Guidance on Treatment of Partial Exchanges of Annuity Contracts - 3/20/08

Additional Material on the Alleged Agent Complicity Fraud SunLife Case - 3/20/08

Taxpayers Are Not Liable for Tax on Income From Life Insurance Policy Owned By Husband's Law Firm - 3/19/08

Additional Litigation Involving Fraud in Policy Acquisition - 3/18/08

Senate Finance Chairman Baucus (D-MT) Holds Hearing on Estate Tax Alternatives; Senate Vote on Estate Tax - 3/14/08

More on The Alleged Agent Complicit Fraud SunLife Case - 3/13/08

General Estate and Gift Tax Developments: January 2008 - 3/13/08

General Estate and Gift Tax Developments: December 2007 - 3/7/08

Section 101(j) Review - 3/6/08

Labor Department Proposes Safe Harbor for Transferring 401(k) Contributions - 3/6/08