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Committee Reports
With over 150 committees covering an enormous number of issues, the expertise of the City Bar membership is both wide and deep. Through its committees, the City Bar issues hundreds of reports and produces hundreds of events each year.
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- Estate & Gift Taxation Committee
Reports
January 1, 2014
Report on certain aspects of the final report of the NYS Tax Reform and Fairness Commission dated November 2013 and the final report of the NYS Tax Relief Commission dated December 2013
Report on certain aspects of the final report of the NYS Tax Reform and Fairness Commission dated November 2013 and the final report of the NYS Tax Relief Commission dated December 2013Reports
May 1, 2013
Report on A.6556-A/S.4851-A which would simplify the procedure for obtaining a marital deduction for a disposition to a non-US citizen surviving spouse where no federal estate tax return is required (Reissued May 2013)
Report on A.6556-A/S.4851-A which would simplify the procedure for obtaining a marital deduction for a disposition to a non-US citizen surviving spouse where no federal estate tax return is required (Reissued May 2013)Reports
April 1, 2012
Letter to the IRS on Notice 2011-101 which requests comments on the income, gift, estate and generation-skipping transfer tax issues and consequences arising from a transfer by a trustee of all or a portion of the principal of an irrevocable trust to another irrevocable trust
Letter to the IRS on Notice 2011-101 which requests comments on the income, gift, estate and generation-skipping transfer tax issues and consequences arising from a transfer by a trustee of all or a portion of the principal of an irrevocable trust to another irrevocable trustReports
November 1, 2011
Letter to the IRS commenting on Notice 2011-82 which concerns estate planning techniques for the creation of trusts upon the death of the first spouse to die
Letter to the IRS commenting on Notice 2011-82 which concerns estate planning techniques for the creation of trusts upon the death of the first spouse to dieReports
June 1, 2011
Letter to the IRS commenting on Foreign Account Tax Compliance under the Hiring Incentives to Restore Employment Act of 2010 as it relates to trusts and trust beneficiaries
Letter to the IRS commenting on Foreign Account Tax Compliance under the Hiring Incentives to Restore Employment Act of 2010 as it relates to trusts and trust beneficiariesReports
June 1, 2011
Report on A.8297-A/S.5801 which would permit a trustee to pay over the principal of a trust to a new trust even if the trustee does not have absolute or unlimited discretion to invade the principal of the trust
Report on A.8297-A/S.5801 which would permit a trustee to pay over the principal of a trust to a new trust even if the trustee does not have absolute or unlimited discretion to invade the principal of the trustReports
June 1, 2011