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Musings on Current Events

By Steve Akers and Ron Aucutt

Bessemer Trust Company, N.A.
www.bessemertrust.com

Succinct summaries of the significant recent developments in trust, estate and tax law.

Visit bessemertrust.com for the latest musings

CCA 201939002 — Anticipated Merger Must be Considered in Valuing Stock

Post date October 9, 2019
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ACTEC 2019 Summer Meeting Musings (Including “Income Tax Planning Strategies for the Advisor’s Toolkit”)

Post date September 6, 2019
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Estate of Aaron U. Jones v. Commissioner, T.C. Memo. 2019-101

Post date August 26, 2019
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Kaestner Trust — Supreme Court Guidance for State Trust Income Taxation

Post date July 2, 2019
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Valuation of S Corporation Shares; Applicability of Section 2703(b) to Family Transfer Restriction, Kress v. U.S. (E.D. Wis, March 26, 2019)

Post date June 24, 2019
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ACTEC 2019 Annual Meeting Musings

Post date May 9, 2019
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Heckerling Musings 2019 and Other Current Developments

Post date February 21, 2019
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Section 199A Final Regulations Summary

Post date January 28, 2019
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Estate Planning Current Developments and Hot Topics

Post date January 10, 2019
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ACTEC 2018 Fall Meeting Musings

Post date December 10, 2018
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