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In This Issue
By Colleen Cowles
The FDIC has issued new rules that impact insurance coverage of accounts in FDIC-covered institutions including single, joint, revocable trust and retirement accounts. This article gives you a concise summary of these changes.
U.S. Tax Court Upholds Gifts of Limited Partnership Interests to Children; Former Trustee Did Not Breach Fiduciary Duty in Failing to Immediately Liquidate Stock After Grantor's Death; 2008-2009 Priority Guidance Plan Released; Federal Rates For October; and more.
User-Defined Documents in Cowles TrusTerminator allow you to integrate your own letters and documents into the system, with all the functionality that Cowles Customizer provides. See how to get started with User-Defined Documents in this Tech Tip.
THE ESTATE PLANNER AS A WORD DOCUMENT
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