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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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- Trusts, Estates & Surrogate's Courts Committee
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
February 1, 2012
Letter to the IRS commenting on Prop. Treas. Reg. § 1.67-4 which deals in part with methods for reasonably estimating the portion of a bundled fee that is attributable to “investment advice” and therefore potentially subject to the 2% floor
Letter to the IRS commenting on Prop. Treas. Reg. § 1.67-4 which deals in part with methods for reasonably estimating the portion of a bundled fee that is attributable to “investment advice” and therefore potentially subject to the 2% floorReports
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
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
July 1, 2010
Supplemental Report on A.9857-C/S.8056 Regarding Unused Generation-skipping Transfer (GST) Tax Exemption After Federal Estate and GST Tax Repeal in 2010 (July 2010)
Supplemental Report on A.9857-C/S.8056 Regarding Unused Generation-skipping Transfer (GST) Tax Exemption After Federal Estate and GST Tax Repeal in 2010 (July 2010)Reports
May 1, 2010
Report on A.9857-C/S.8056 regarding unused generation-skipping transfer (GST) tax exemption after federal estate and GST tax repeal in 2010 (Reissued June 2010)
Report on A.9857-C/S.8056 regarding unused generation-skipping transfer (GST) tax exemption after federal estate and GST tax repeal in 2010 (Reissued June 2010)Reports
March 1, 2010