[EstGift] 2004 Annual Meeting

[Cornfeld, Dave]

Should ACTEC seek a Revenue Ruling from IRS?  NCCUSL should help out.
Enough states have adopted the UTC for IRS to help out with a published
ruling.

-----Original Message-----
From: John Ransmeier [mailto:johnr@ranspell.com] 
Sent: Tuesday, February 10, 2004 9:06 AM
To: ed.koren@hklaw.com; EstGift@actec.org
Subject: RE: [EstGift] 2004 Annual Meeting


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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