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Taxation-Federal Estate and Gift Commons

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1,409 Full-Text Articles 1,152 Authors 1,200,764 Downloads 75 Institutions

All Articles in Taxation-Federal Estate and Gift

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1,409 full-text articles. Page 31 of 43.

Dennis Belcher, Anne Marie Whittemore 2017 Maurice A. Deane School of Law at Hofstra University

Dennis Belcher, Anne Marie Whittemore

ACTEC Law Journal

No abstract provided.


Personal Reflections About Working With Dennis, The Best Trusts And Estates Lawyer In Virginia, Howard M. Zaritsky 2017 Maurice A. Deane School of Law at Hofstra University

Personal Reflections About Working With Dennis, The Best Trusts And Estates Lawyer In Virginia, Howard M. Zaritsky

ACTEC Law Journal

No abstract provided.


Front Matter, 2017 Maurice A. Deane School of Law at Hofstra University

Front Matter

ACTEC Law Journal

No abstract provided.


Foreword To The 2016 Joseph Trachtman Memorial Lecture, Michael H. Barker, William I. Sanderson 2017 Maurice A. Deane School of Law at Hofstra University

Foreword To The 2016 Joseph Trachtman Memorial Lecture, Michael H. Barker, William I. Sanderson

ACTEC Law Journal

No abstract provided.


Dennis Belcher: A Good, Gifted, And Decent Man, Daniel H. Markstein III 2017 Maurice A. Deane School of Law at Hofstra University

Dennis Belcher: A Good, Gifted, And Decent Man, Daniel H. Markstein Iii

ACTEC Law Journal

No abstract provided.


Foreword -- Festschrift In Memory Of Dennis I. Belcher, Bridget J. Crawford 2017 Maurice A. Deane School of Law at Hofstra University

Foreword -- Festschrift In Memory Of Dennis I. Belcher, Bridget J. Crawford

ACTEC Law Journal

No abstract provided.


Outside The Box On Estate Tax Reform: Reviewing Ideas To Simplify Planning, Dennis I. Belcher 2017 Maurice A. Deane School of Law at Hofstra University

Outside The Box On Estate Tax Reform: Reviewing Ideas To Simplify Planning, Dennis I. Belcher

ACTEC Law Journal

No abstract provided.


Dennis Belcher, Skip Fox 2017 Maurice A. Deane School of Law at Hofstra University

Dennis Belcher, Skip Fox

ACTEC Law Journal

No abstract provided.


Memories Of Dennis Belcher, Lou Mezzullo, Judi Mezzullo 2017 Maurice A. Deane School of Law at Hofstra University

Memories Of Dennis Belcher, Lou Mezzullo, Judi Mezzullo

ACTEC Law Journal

No abstract provided.


In Memory Of Dennis Belcher, C. Ware Palmer 2017 Maurice A. Deane School of Law at Hofstra University

In Memory Of Dennis Belcher, C. Ware Palmer

ACTEC Law Journal

No abstract provided.


Leach V. Hyatt: Recasting Indefiniteness, Thomas E. Simmons 2017 Maurice A. Deane School of Law at Hofstra University

Leach V. Hyatt: Recasting Indefiniteness, Thomas E. Simmons

ACTEC Law Journal

No abstract provided.


A Celebration Of Dennis Belcher, Bruce Stone 2017 Maurice A. Deane School of Law at Hofstra University

A Celebration Of Dennis Belcher, Bruce Stone

ACTEC Law Journal

No abstract provided.


Remembering Dennis, Tom Word 2017 Maurice A. Deane School of Law at Hofstra University

Remembering Dennis, Tom Word

ACTEC Law Journal

No abstract provided.


2016 Joseph Trachtman Memorial Lecture March 19, 2016: Do We Need A Canary Or Did The Canary Stop Singing And We Missed It?, Dennis I. Belcher 2017 Maurice A. Deane School of Law at Hofstra University

2016 Joseph Trachtman Memorial Lecture March 19, 2016: Do We Need A Canary Or Did The Canary Stop Singing And We Missed It?, Dennis I. Belcher

ACTEC Law Journal

No abstract provided.


Elaine Gagliardi On Uncertain Times: Anticipating Change And Reacting To Recent Wealth Transfer Tax Developments, Elaine H. Gagliardi 2017 Alexander Blewett III School of Law at the University of Montana

Elaine Gagliardi On Uncertain Times: Anticipating Change And Reacting To Recent Wealth Transfer Tax Developments, Elaine H. Gagliardi

Faculty Journal Articles & Other Writings

Looming on the horizon is the very real possibility of estate tax repeal. In the interim for those clients needing to immediately make estate planning decisions, the question becomes what planning strategies best meet client needs in the face of an uncertain estate tax. Acknowledging that the ultimate answer depends on individual circumstances and goals, some common planning strategies nevertheless emerge as better options than others to address particular client goals, especially those of married couples. These planning strategies work well now and can be adapted to work well under the most likely Congressional response to repeal. Republicans have alluded …


Tax-Deductible Conservation Easements And The Essential Perpetuity Requirements, Nancy McLaughlin 2017 S.J. Quinney College of Law, University of Utah

Tax-Deductible Conservation Easements And The Essential Perpetuity Requirements, Nancy Mclaughlin

Utah Law Faculty Scholarship

Property owners who make charitable gifts of perpetual conservation easements are eligible to claim federal charitable income tax deductions. Through this tax-incentive program the public is investing billions of dollars in easements encumbering millions of acres nationwide. In response to reports of abuse in the early 2000s, the Internal Revenue Service (Service) began auditing and litigating questionable easement donation transactions, and the resulting case law reveals significant failures to comply with the deduction’s requirements. Recently, the Service has come under fire for enforcing the deduction’s “perpetuity” requirements, which are intended to ensure that the easements will protect the subject properties’ …


Front Matter (Letter From The Editor, Masthead, Etc.), 2017 San Jose State University

Front Matter (Letter From The Editor, Masthead, Etc.)

The Contemporary Tax Journal

No abstract provided.


Estate Of Holliday: 'Flping' The Script, Phyllis C. Taite 2017 University of Oklahoma College of Law

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

Other Faculty Publications

No abstract provided.


Privacy In Taxation, Michael Hatfield 2017 University of Washington School of Law

Privacy In Taxation, Michael Hatfield

Florida State University Law Review

No abstract provided.


Advocating A Carryover Tax Basis Regime, Richard Schmalbeck, Jay A. Soled, Kathleen DeLaney Thomas 2017 Duke Law School

Advocating A Carryover Tax Basis Regime, Richard Schmalbeck, Jay A. Soled, Kathleen Delaney Thomas

Faculty Scholarship

For close to a century, an important (but unfortunate) feature of the Internal Revenue Code has been a rule that the tax basis of any asset is made equal to its fair market value at death. Notwithstanding the substantial revenue losses associated with this rule, Congress has retained it for reasons of administrative convenience.

But from three different vantage points, pressure has been mounting to change what is commonly referred to as the “step-up in basis rule.” First, politicians and commentators have historically tied the step-up in basis rule to the estate tax on the theory that income be taxed …


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