Russ Willis

The Greystocke Project

director

1042 East Lester Street

Tucson, AZ 85719

United States

http://www.plannedgiftdesign.com/index.html

SCHOLARLY PAPERS

4

DOWNLOADS

132

SSRN CITATIONS

0

CROSSREF CITATIONS

0

Ideas:
“  I am launching a fortnightly online newsletter analyzing current developments in the law -- both tax and nontax -- concerning the transfer of private wealth in this country. Postings will likely be made to https://www.plannedgiftdesign.com/blog/newsletter-pre-launch  ”

Scholarly Papers (4)

1.

Section 112: The Problem Child of the Uniform Trust Code

Estate Planning, vol. 46, no. 7 (July 2019), Thomson Reuters Checkpoint
Number of pages: 8 Posted: 19 Jul 2019 Last Revised: 06 Sep 2019
Russ Willis
The Greystocke Project
Downloads 57 (416,997)

Abstract:

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uniform laws, trust code, rules of construction, pretermitted heir, elective share

2.

Waiting for the Other Shoe

Tax Notes, Vol. 156, No. 12, September 2017
Number of pages: 9 Posted: 18 Oct 2017
Russ Willis
The Greystocke Project
Downloads 48 (449,925)

Abstract:

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Estate Tax, Charitable Deduction, Private Foundation, Self-Dealing

3.

Income Ordering Rule Shifts Benefit to Lower Generation

Tax Notes Volume 163, Number 7, May 2019
Number of pages: 8 Posted: 13 Jun 2019 Last Revised: 06 Sep 2019
Russ Willis
The Greystocke Project
Downloads 14 (634,562)

Abstract:

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generation-skipping transfer tax, unitrust conversion, income ordering rule

4.

Letter Ruling on Constructive Trust Add Omits Key Questions

Tax Notes, Vol. 157, No. 6, 2017
Number of pages: 7 Posted: 21 Dec 2017
Russ Willis
The Greystocke Project
Downloads 13 (641,780)

Abstract:

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letter ruling, generation-skipping transfer tax, constructive addition