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Personal Planning Letter

December 19, 2007

The Personal Planning Letter is published by the Trusts & Estates Practice with the cooperation and assistance of the firm’s Real Estate, Business and Tax Practices. The Letter is a service to clients and friends of recent developments and tax planning opportunities.


  • Connecticut’s “Anti-Lapse” Statute Gives Reason to Review Bequests
  • 2007 Last Year For Gifts to Charity From IRAs
  • “Leave A Legacy” Encourages Planned Giving
  • Trusts & Estates News


  • 2001 Modifications To Qualified Tuition Plans (“529s”) Made Permanent
  • Transfer Of Eligible Retirement Plans Into Iras For Non-Spouse Beneficiaries
  • The New Opportunity For Gifts From Iras Courtesy Of The Pension Protection Act Of 2006
  • Statutory Changes Regarding Health Care Instructions
  • Qualified Conservation Contributions And The Pension Protection Act Of 2006


  • Connecticut Estate, Gift & Succession Taxes
  • Federal Estate Tax Legislation Status
  • Living Wills
  • Holland, Kaufmann & Bartels is now Shipman & Goodwin’s Greenwich Office
  • Katrina Tax Relief Legislation
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