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

117

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.

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 (407,074)

Abstract:

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

2.

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 45 (418,076)

Abstract:

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

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 13 (581,174)

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 11 (594,251)

Abstract:

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letter ruling, generation-skipping transfer tax, constructive addition