March 2023 – Page 16

UPIA – Uniform Prudent Investor Act The UPIA and TOLI: The Impossible Dream or A Match Made in Heaven, by Gary Flotron 2013 08 – Heckerling Institute on Estate Planning, 48th Annual Conference – 1p

ACTEC – The American College of Trust and Estate Counsel actecfoundation.org/ actecfoundation.org/podcasts/lawyers-as-trustee-risks-ethics/ Life Insurance Policies and Estate Planning – by ACTEC Fellows Lawrence Brody and Jonathan W. Michael – [link]

Estate Planning ACTEC – The American College of Trust and Estate Counsel ILIT – Irrevocable Life Insurance Trusts NAEPC – National Association of Estate Planners & Councils

ILIT – Irrevocable Life Insurance Trusts 2009 – LC – Marvin A. Address v. Robert Millstone No. 2486, September Term 2009, filed November 21, 2012. Opinion by Krauser, C.J. – 27p 2013 02 – Amicus Curiarum, VOLUME 30, ISSUE 2, A Publication of the Office of the State Reporter – Marvin A. Address v. Robert Millstone…

2000s – Newspapers 2004 0703 – The Hartford Courant – MassMutual Reaches Settlement – [link] MassMutual has agreed to settle long-standing class-action litigation that accused the company and its representatives of misleading sales practices. The settlement would cover owners of certain life and disability insurance policies between 1983 and 2003, and would resolve litigation filed in…

Better Markets bettermarkets.org/ Dennis M. Kelleher LC – MetLife v FSOC – Better Markets 2015 1119 – LC – MetLife v FSOC, 15-cv-45 – Better Markets (Dennis M. Kelleher) – Memorandum of Points and Authorities in Support of Motion to Intervene and Contingent Application for an Order to Show Cause Why the Record Should Not…

OFS – Office of Financial Stability 2011 0930 – FINSOB – FINANCIAL STABILITY OVERSIGHT BOARD QUARTERLY REPORT TO CONGRESS, For the quarter ending September 30, 2011, Submitted pursuant to section 104(g) of the Emergency Economic Stabilization Act of 2008 – 35p

DOTT – Treasury – Documents home.treasury.gov/policy-issues/tax-policy/office-of-tax-policy-reports 1970s 1976 – DOTT – Report – Study of Pension Plan Terminations, 1974, Department of the Treasury – 71p 1977 – DOTT – Report – Blueprints for Basic Tax Reform, Department of the Treasury – 243p 1980s 1983 0510, 0511 and 0728 – GOV (House) – Tax Treatment of Life…

Penn Central 1971 0215 – GOV (House – Report) – THE PENN CENTRAL FAILURE AND THE ROLE OF FINANCIAL INSTITUTIONS: PART III, PENPHIL: THE MISUSE OF CORPORATE POWER, STAFF REPORT OF THE COMMITTEE ON BANKING AND CURRENCY, HOUSE OF REPRESENTATIVES, 92d Congress, First Session

Blackstone Blackstone Defaults on $562 Million Nordic CMBS – https://www.youtube.com/watch?v=xcSeTqehs04