[EstGift] 2004 Annual Meeting

[John Ransmeier]

Ed:  We in New Hampshire have legislation pending to adopt the Uniform Trust Code.  There has been considerable colloquy on the listserve about possible Section 2036(a)(2)/Strangi problems presented by UTC Section 411, which would allow modification of an irrevocable trust upon consent of the settlor and all beneficiaries, even if the modification affects a material trust purpose.  I understand that Susan Smith,  with others,  lobbied for and secured a delay in the effective date of adoption of the Code in Arizona because of concern about this problem.  David English and other UTC drafters are not so concerned.  Jonathan Blattmachr says he and Mitch Gans don't think that Section 411 should present a 2036(a)(2) problem.  Is this Section 411 problem worth an agenda item?  I am sure that a number of states have the UTC under consideration.

John Ransmeier

-----Original Message-----
From: estgift-admin@actec.org [mailto:estgift-admin@actec.org]On Behalf
Of ed.koren@hklaw.com
Sent: Monday, February 09, 2004 8:30 PM
To: EstGift@actec.org
Subject: [EstGift] 2004 Annual Meeting


We are less than 5 weeks away from the annual meeting in San Antonio!
With the spill over from year end and the rush of filing the amicus
brief in Kimbell, I have not requested information for the agenda as
soon as I normally do.  Nonetheless, I do hope everyone is making plans
to come to San Antonio, for particularly with the filing of the Kimbell
brief and the release (finally!) of the definition of  income
Regulations,  we have the beginning of a very interesting meeting.
Please send me your thoughts and suggestions for what else should be
covered at our Estate & Gift Tax Committee meeting, which will be held
Wednesday, March 10, from 2-5pm.  Those who wish to formally participate
in the meeting, or have topics that should be covered,
please let me know by this Wednesday.

I look forward to seeing you there.

	Ed



Edward F. Koren, Holland & Knight LLP, ekoren@hklaw.com
Ste 4100, 100 N. Ashley Dr., Tampa, FL  33602, (813)227-6655 
92 Lake Wire Dr.,Lakeland, FL  33815, (863) 499-5314




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