Section Newsletters

Articles From Joseph P. O’Keefe

Flinn Report summary – April 10, 2015 through May 8, 2015 By Joseph P. O’Keefe Trusts and Estates, June 2015 A summary of Illinois agencies' regulatory decisions that relate to trusts & estates.
Flinn Report summary – January 23, 2015 through April 3, 2015 By Joseph P. O’Keefe Trusts and Estates, April 2015 A summary of Illinois agencies' regulatory decisions that relate to trusts & estates.
Flinn Report Summary – December 9, 2014 through January 16, 2015 By Joseph P. O’Keefe Trusts and Estates, February 2015 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.
Flinn Report summary—September 9, 2014 through December 12, 2014 By Joseph P. O’Keefe Trusts and Estates, January 2015 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.
Flinn Report summary By Joseph P. O’Keefe Trusts and Estates, December 2014 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.
Flinn Report summary By Joseph P. O’Keefe Trusts and Estates, September 2014 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.
Flinn Report summary—July 2014 By Joseph P. O’Keefe Trusts and Estates, July 2014 A summary of regulatory decisions of Illinois agencies of interest to trust and estate practitioners.
Letter from the editor By Joseph P. O’Keefe Federal Taxation, December 2011 An introduction to the issue from Editor Joe O'Keefe.
Estate and Gift Tax recent cases and rulings By Joseph P. O’Keefe, Elizabeth C. Hesselbach, & Paul A. Fagyal Federal Taxation, February 2011 A summary of recent cases from the past year.
Chairman’s corner By Joseph P. O’Keefe Federal Taxation, December 2009 As the current Chair of the Federal Taxation Section Council for 2009 – 2010, first let me welcome you and thank you for your continued membership in the Federal Taxation Section. 
Estate and gift tax recent cases and rulings By Joseph P. O’Keefe & Elizabeth C. Hesselbach Federal Taxation, July 2009 Recent updates in estate and gift taxes.
Estate and gift tax: Recent cases and rulings By Joseph P. O’Keefe & Elizabeth C. Hesselbach Federal Taxation, March 2008 Until recently, the IRS had required any estate making a §6166 election to post a surety bond or grant the IRS a special extended tax lien.
Estate and gift tax recent cases and rulings By Joseph P. O’Keefe & Elizabeth C. Hesselbach Federal Taxation, June 2007 At issue in this case was the estate tax valuation of a decedent’s shares in a publicly traded company.
Estate, Gift, and Generation Skipping Tax Update By Kelli E. Madigan & Joseph P. O’Keefe Federal Taxation, April 2006 In Estate of Smith v. U.S., the District Court and the Fifth Circuit Court of Appeals held that the value of individual retirement accounts included in a decedent’s estate could not be discounted for the anticipated income tax to be paid by the estate or IRA beneficiaries upon receipt of the distribution of the IRA funds.
Recent cases and rulings regarding estate and gift tax issues By Joseph P. O’Keefe Federal Taxation, October 2005 The decedent died holding 11.6 percent of the outstanding shares of a bank holding company.
Estate and gift tax update By Joseph P. O’Keefe Federal Taxation, March 2005 With the recent re-election of President Bush and the aggressive agenda he has put forward, it looks like our estate and gift tax system is headed for further reform.

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