Obama administration budget proposals; IRS clarifies application of Section 2511(c) to Grantor Trusts; IRS releases 409A document correction program; Oklahoma State Foundation sues Lincoln and agents on alumni policies

Federal tax limits for 2010; Pension plan limits and amounts for 2010; Changes from Pension Protection Act for long-term care; IRS releases 409A document correction program

House passes Estate Tax Bill; Federal tax limits for 2010; Pension plan limits and amounts for 2010; Changes from Pension Protection Act for long-term care

The IRS has recently released guidance that can help plan sponsors and participants amend their deferred compensation plan documents to comply with the requirements of Section 409A.

Discusses the responsibilities of the trustee of an ILIT

What does Estate Tax Repeal really mean for planning in 2010?

Learn about the John Hancock Advanced Markets Group.

A collection of tools stored in an on-the-go briefcase for your convenience.

Just back from speaking at the Heckerling Institute at Miami University School of Law - our very own Randy Zipse, Senior Counsel and VP of the Advanced Markets Group discusses the current State of Estate Tax.

Do you have clients with varying planning needs that need customized solutions? Our new Quick Estate module in our JH Solutions software will help you to show in very simple terms where life insurance fits in, no matter how small or large your client's estate is.

Today, in the second of a two part broadcast, Donald Jansen, Senior Tax Attorney in the office of the General Counsel at the University of Texas at Austin, recently back from Heckerling, joins Randy Zipse, JD and Senior Counsel, The Advanced Markets Group, to discuss the benefits and power ofCrummey Trusts.