[EstGift] Materials for Summer Meeting

[Milford B. Hatcher]

Attached, as promised, are the materials for the Salt Lake City  summer
meeting of the Estate and Gift Tax Committee. We have a full agenda with
very timely topics, including a debate between Dennis Belcher and Robert
Slane (the indirect holder of the SOGRAT patent) concerning the pros and
cons of patenting estate planning ideas; possible ACTEC comments on the
proposed section 2053 regs, with Turney Berry as discussion leader
(assuming that he has recovered sufficiently from gall bladder surgery); a
discussion of the proposed section 2036 and 2039 regs. led by Diana Zeydel;
some creative installment sale to grantor trust ideas presented by Jonathan
Blattmachr; a 9100 relief update by Lloyd Leva Plaine and Carol Harrington
(with an attached handout which I strongly recommend); and coverage of the
substantial number of important current developments led by a number of
persons. I look forward to seeing all of you in SLC. Thanks.


(See attached file: ATI_2273797_1_ACTEC - Agenda for Estate and Gift Tax
Commitee Summer Meeting.DOC)

(See attached file: ATI_2275331_1_STEVE LEIMBERG ARTICLE - Tax Return
Preparer Penalties Under the Iraq Appropriations A.DOC)(See attached file:
ATI_2275334_1_STEVE AKERS OF BESSEMER TRUST SUMMARY OF ROSKI.DOC)
(See attached file: ATI_2275197_1_ACTEC SUMMER 2007 MEETING_ Recent
Valuation and Section 2036 Cases.DOC)

(See attached file: Extensions of Time to Make Timely GST Exemption
Allocations V6.DOC)(See attached file: Gans - Section 6018.pdf)(See
attached file: Skip Fox - State Law Developments.DOC)(See attached file:
Zeydel - GRAT Valuation Proposed Regs.DOC)
(See attached file: Minutes of March Meeting.pdf)
Milford B. Hatcher, Jr.
Jones Day
1420 Peachtree Street, NE
Suite 800
Atlanta, GA  30309-3053
Telephone:   (404) 581-8510
Telecopy:     (404) 581-8330
Email:  mbhatcher at jonesday.com
__________________________
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