Publications

Section Newsletter Articles From Tracy S. Dalton

A message from the Chair By Tracy S. Dalton Trusts and Estates, November 2015 Section Chair Tracy Dalton urges document drafters to take advantage of the review opportunities offered by many corporate fiduciaries in order to eliminate unnecessary confusion.
A message from the Chair… By Tracy S. Dalton Trusts and Estates, September 2015 A message from Section Chair Tracy Dalton.
Message from the Chair By Tracy S. Dalton Trusts and Estates, August 2015 A message from Section Chair Tracy Dalton.
Message from the Chair By Tracy S. Dalton Trusts and Estates, July 2015 A message from new Section Chair Tracy Dalton.
Consider drafting from a trustee’s perspective—Practice tip By Tracy S. Dalton Trusts and Estates, September 2014 Some advice for drafting a trust agreement.
Upcoming ISBA seminars By Tracy S. Dalton Trusts and Estates, July 2013 Upcoming CLE programs of interest to Trusts & Estates practitioners.
The IRS will be closed… By Tracy S. Dalton Trusts and Estates, June 2013 All IRS offices, including all toll-free hotlines, the Taxpayer Advocate Service and the agency’s nearly 400 taxpayer assistance centers nationwide, will be closed on July 5, July 22 and Aug. 30, 2013.
Webinar opportunity: After the Fiscal Cliff – Roller Coaster or Merry Go Round? By Tracy S. Dalton Trusts and Estates, January 2013 Following a hectic time in Washington, Congress passed the “American Taxpayer Relief Act” on January 1, 2013. The Act prevents many of the tax increases that were scheduled to go into effect this year and retains many favorable tax breaks that were scheduled to expire. The Act also increases income taxes for certain high-income individuals as well as makes changes to the transfer tax system. The question remains as to whether or not major fiscal issues have been resolved since the Act extends sequestration until March 1st.
Upcoming CLE programs By Tracy S. Dalton Trusts and Estates, September 2012 A look at some of the upcoming CLE programs sponsored by the Trusts and Estates Section Council.

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