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Sep 1, 2008 12:00 PM
Webcast Musings
A recent webcast in which a veteran Internal Revenue Service representative participated provided insight into issues in spousal rollovers, income in respect of a decedent (IRD), designated beneficiaries, reformation and non-spousal rollovers.
This live video webcast was held on May 14, 2008 and sponsored by American Law Institute/American Bar Association. It was entitled “Estate and Distribution Planning with Qualified Plans & IRAs.” What was unusual was that an IRS representative who has written private letter rulings for more than 20 years participated (although the opinions he expressed were his own and not those of the IRS). Three private practice attorneys also participated. The IRS representative will be retiring, probably late this year. So, while his statements may help us better understand some of the PLRs that have been issued, we don't know what the future holds. Still, it was a good window into IRS thinking.
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| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
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