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Taxation-Federal Estate and Gift Commons

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Full-Text Articles in Taxation-Federal Estate and Gift

The Nation’S Transfer Tax Regime And The Tax Gap, Jay A. Soled Jan 2024

The Nation’S Transfer Tax Regime And The Tax Gap, Jay A. Soled

Oklahoma Law Review

No abstract provided.


Remediating Injustices For Black Land Loss: Taking The Next Step To Protect Heirs' Property, Phyllis C. Taite Jan 2023

Remediating Injustices For Black Land Loss: Taking The Next Step To Protect Heirs' Property, Phyllis C. Taite

Faculty Articles

No abstract provided.


Taxing Wealth: Strategic Methods To Address Growing Inequalities, Phyllis C. Taite Jan 2023

Taxing Wealth: Strategic Methods To Address Growing Inequalities, Phyllis C. Taite

Faculty Articles

No abstract provided.


Can The Wealth Tax Effectively Serve As A Backdrop To Estate And Gift Taxes?, Phyllis C. Taite May 2020

Can The Wealth Tax Effectively Serve As A Backdrop To Estate And Gift Taxes?, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


Making Tax Policy Great Again: America, You've Been Trumped, Phyllis C. Taite Jan 2020

Making Tax Policy Great Again: America, You've Been Trumped, Phyllis C. Taite

Faculty Articles

No abstract provided.


Waging War On Dynastic Wealth With A Wealth Tax, Phyllis C. Taite May 2019

Waging War On Dynastic Wealth With A Wealth Tax, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


Improving Tax Rules By Means-Testing: Bridging Wealth Inequality And “Ability To Pay”, James M. Puckett Jan 2018

Improving Tax Rules By Means-Testing: Bridging Wealth Inequality And “Ability To Pay”, James M. Puckett

Oklahoma Law Review

No abstract provided.


Estate Of Holliday: 'Flping' The Script, Phyllis C. Taite Jan 2017

Estate Of Holliday: 'Flping' The Script, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


Crummey Delivers Another Knockout Punch To The Irs, Phyllis C. Taite Nov 2015

Crummey Delivers Another Knockout Punch To The Irs, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


An Ounce Of Planning Is Worth A Pound Of Litigation Prevention, Phyllis C. Taite May 2015

An Ounce Of Planning Is Worth A Pound Of Litigation Prevention, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


Offshore Trustees Beware: No Pre-Levy Notice For You!, Phyllis C. Taite Jan 2015

Offshore Trustees Beware: No Pre-Levy Notice For You!, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


Madoff Madness In The Estate Of Kessel, Phyllis C. Taite Nov 2014

Madoff Madness In The Estate Of Kessel, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


A Nightmare In Elwood Estate, Phyllis C. Taite Jul 2014

A Nightmare In Elwood Estate, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


Trombetta: The Two Trust Tango, Phyllis C. Taite Apr 2014

Trombetta: The Two Trust Tango, Phyllis C. Taite

Other Faculty Publications

No abstract provided.


Change We Can't Believe In ... Or Afford: Why The Timing Is Wrong To Reduce The Estate Tax On The Wealthiest Americans, Phyllis C. Taite Jan 2012

Change We Can't Believe In ... Or Afford: Why The Timing Is Wrong To Reduce The Estate Tax On The Wealthiest Americans, Phyllis C. Taite

Faculty Articles

At the end of the year 2008 the United States was in the midst of an economic storm. The country started going through its worst financial state since the Great Depression. Historically, transfer taxes were instated specifically to raise revenue during the country’s financial time of need. The temporary repeal during the 2010 tax year occurred during a time when the country was experiencing an economic storm, a time when the country could least afford to forego the additional revenue. Consequently, the timing of the temporary repeal was in direct contradiction to the original purpose of the estate tax. While …


Human Capital And Transfer Taxation, Kerry A. Ryan Jan 2010

Human Capital And Transfer Taxation, Kerry A. Ryan

Oklahoma Law Review

No abstract provided.


The Estate And Gift Tax Implications Of Self-Settled Domestic Asset Protection Trusts: Can You Really Have Your Cake And Eat It Too?, Phyllis C. Taite Jan 2009

The Estate And Gift Tax Implications Of Self-Settled Domestic Asset Protection Trusts: Can You Really Have Your Cake And Eat It Too?, Phyllis C. Taite

Faculty Articles

Self-settled asset protection trusts are wealth preservation trusts coupled with the spendthrift provisions. This type of trust permits the settler to have the benefit of treating the trust as a separate entity thereby protecting his assets from creditors while maintaining a pecuniary interest, as well as some level of control over what ultimately happens to the trust property. By providing asset protection from potential creditors while still having the ability to maintain a beneficial interest in the trust, the settler can essentially “have his cake and eat it too.” The typical domestic self-settled asset protection trust may not be treated …


Investing Trust Assets: Prudence Redefined, Mark R. Gillett Jan 2004

Investing Trust Assets: Prudence Redefined, Mark R. Gillett

Faculty Articles

No abstract provided.


The Oklahoma Estate Tax: Modest Proposals For Change, Mark R. Gillett Jan 1996

The Oklahoma Estate Tax: Modest Proposals For Change, Mark R. Gillett

Oklahoma Law Review

No abstract provided.


The Oklahoma Estate Tax: Modest Proposals For Change, Mark R. Gillett Jan 1996

The Oklahoma Estate Tax: Modest Proposals For Change, Mark R. Gillett

Faculty Articles

No abstract provided.


Equitable Apportionment In Oklahoma: What Hath The Courts Wrought?, Mark R. Gillett Jan 1992

Equitable Apportionment In Oklahoma: What Hath The Courts Wrought?, Mark R. Gillett

Faculty Articles

No abstract provided.


Perfecting The Special Use Election: Congress Giveth, And The Service Taketh Away, Mark R. Gillett Jan 1992

Perfecting The Special Use Election: Congress Giveth, And The Service Taketh Away, Mark R. Gillett

Faculty Articles

No abstract provided.


Federal Recent Developments Jan 1984

Federal Recent Developments

American Indian Law Review

No abstract provided.