Estate Planning - Legislation
- Bill Introduced: S.3470 Support for Iraq Oil Trust Act of 2008
A bill to require United States Government representatives to present to the Government of Iraq a plan to establish an oil trust.
(September 9, 2008) - Bill Signed by President: H.R.6580 Hubbard Act
To ensure the fair treatment of a member of the Armed Forces who is discharged from the Armed Forces, at the request of the member, pursuant to the Department of Defense policy permitting the early discharge of a member who is the only surviving child in a family in which the father or mother, or one or more siblings, served in the Armed Forces and, because of hazards incident to such service, was killed, died as a result of wounds, accident, or disease, is in a captured or missing in action status, or is permanently disabled, to amend the Internal Revenue Code of 1986 to repeal the dollar limitation on contributions to funeral trusts, and for other purposes.
August 29, 2008: Signed by President.
(August 27, 2008) - Bill Enacted: H.R.3221 Housing and Economic Recovery Act of 2008
A bill to provide needed housing reform and for other purposes.
July 30, 2008: Became Public Law No: 110-289.
(July 28, 2008) - Bill Enacted: H.R.6331 Medicare Improvements for Patients and Providers Act of 2008
To amend titles XVIII and XIX of the Social Security Act to extend expiring provisions under the Medicare Program, to improve beneficiary access to preventive and mental health services, to enhance low-income benefit programs, and to maintain access to care in rural areas, including pharmacy access, and for other purposes.
July 15, 2008: Became Public Law No: 110-275.
(July 13, 2008) - Bill Introduced: H.R.6382 Pension Protection Technical Corrections Act of 2008
To make technical corrections related to the Pension Protection Act of 2006, and for other purposes.
(June 24, 2008) - Bill Introduced: S.3182 Commerce, Justice, Science, and Related Agencies Appropriations Act, 2009
An original bill making appropriations for the Departments of Commerce and Justice, science, and related agencies for the fiscal year ending September 30, 2009, and for other purposes.
(June 21, 2008) - Bill Introduced: H.R.6289 Save Family-Owned Farms and Small Businesses Act of 2008
To amend the Internal Revenue Code of 1986 to increase the maximum reduction in estate tax value for farmland and other special use property, to restore and increase the estate tax deduction for family-owned business interests, and for other purposes.
(June 16, 2008) - Bill Introduced: S.3063 S Corporation Modernization Act of 2008
A bill to amend the Internal Revenue Code of 1986 to provide for S corporation reform, and for other purposes.
(May 20, 2008) - Bill Introduced: S.3049 A bill to amend the Internal Revenue Code of 1986 to make the capital ...
A bill to amend the Internal Revenue Code of 1986 to make the capital gains and dividends rate permanent and to provide estate tax relief and reform, and for other purposes.
(May 20, 2008) - Bill Introduced: S.2956 Incorporation Transparency and Law Enforcement Assistance Act
A bill to ensure that persons who form corporations in the United States disclose the beneficial owners of those corporations, in order to prevent wrongdoers from exploiting United States corporations for criminal gain, to assist law enforcement in detecting, preventing, and punishing terrorism, money laundering, and other misconduct involving United States corporations, and for other purposes.
(April 29, 2008) - Bill Introduced: H.R.5923 Patients' Health Care Reform Act
To amend the Internal Revenue Code of 1986 to allow individuals a refundable and advancable credit against income tax for health insurance costs, to allow employees who elect not to participate in employer subsidized health plans an exclusion from gross income for employer payments in lieu of such participations, and for other purposes.
(April 27, 2008) - Bill Introduced: S.2878 Labor Management Reporting and Disclosure Enforcement Act of 2008
A bill to amend the Labor-Management Reporting and Disclosure Act of 1959 to provide for specified civil penalties for violations of that Act, and for other purposes.
(April 15, 2008) - Bill Introduced: S.2856 Optional One Page Flat Tax Act
A bill to amend the Internal Revenue Code of 1986 to provide taxpayers a flat tax alternative to the current income tax system.
(April 13, 2008) - Bill Introduced: H.R.5792 Increasing Insurance Coverage Options for Consumers Act of 2008
To amend the Liability Risk Retention Act of 1986 to increase insurance competition and available coverage for consumers.
(April 13, 2008) - Bill Introduced: H.R.5775 Labor Management Reporting and Disclosure Enforcement Act of 2008
To amend the Labor-Management Reporting and Disclosure Act to provide for specified civil penalties for violations of that Act, and for other purposes.
(April 8, 2008) - Bill Introduced: H.R.5754 Employees' Pension Security Act of 2008
To amend the Employee Retirement Income Security Act of 1974 and title 11, United State Code, to provide necessary reforms for employee pension benefit plans.
(April 7, 2008) - Bill Introduced: H.Con.Res.323 Expressing Congressional support for the goals and ideals of ...
Expressing Congressional support for the goals and ideals of National Health Care Decisions Day.
(April 6, 2008) - Bill Introduced: S.Con.Res.73 A concurrent resolution expressing Congressional support for the ...
A concurrent resolution expressing Congressional support for the goals and ideals of National Health Care Decisions Day.
(April 1, 2008) - Bill Introduced: H.R.5702 Advance Directive Promotion Act of 2008
To amend titles XVIII and XIX of the Social Security Act to promote the use of advance directives, and for other purposes.
(April 1, 2008) - Bill Signed by President: S.J.Res.25 A joint resolution providing for the appointment of John W. ...
A joint resolution providing for the appointment of John W. McCarter as a citizen regent of the Board of Regents of the Smithsonian Institution.
March 14, 2008: Signed by President.
(March 12, 2008) - Bill Introduced: S.J.Res.29 A joint resolution expressing Congressional support for the goals ...
A joint resolution expressing Congressional support for the goals and ideals of National Health Care Decisions Day.
(March 10, 2008) - Bill Introduced: H.J.Res.77 Expressing Congressional support for the goals and ideals of ...
Expressing Congressional support for the goals and ideals of National Health Care Decisions Day.
(March 10, 2008) - Bill Introduced: H.Con.Res.312 Budget resolution FY2009
Revising the congressional budget for the United States Government for fiscal year 2008, establishing the congressional budget for the United States Government for fiscal year 2009, and setting forth appropriate budgetary levels for fiscal years 2010 through 2013.
(March 5, 2008) - Bill Introduced: S.2547 Fair and Simple Tax Act of 2008
A bill to amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes.
(January 21, 2008) - Bill Introduced: H.R.5105 Fair and Simple Tax Act of 2008
To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes.
(January 21, 2008) - Bill Signed by President: H.R.4839 Tax Technical Corrections Act of 2007
To amend the Internal Revenue Code of 1986 to make technical corrections, and for other purposes.
December 29, 2007: Signed by President.
(December 27, 2007) - Bill Enacted: H.R.3996 Temporary Tax Relief Act of 2007
To amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes.
December 26, 2007: Became Public Law No: 110-166.
(December 24, 2007) - Bill Introduced: H.R.4195 Tax Technical Corrections Act of 2007
To amend the Internal Revenue Code of 1986 to make technical corrections, and for other purposes.
(November 13, 2007) - Bill Introduced: S.2374 Tax Technical Corrections Act of 2007
A bill to amend the Internal Revenue Code of 1986 to make technical corrections, and for other purposes.
(November 13, 2007) - Bill Introduced: H.R.4235 Estate Tax Reduction Act of 2007
To amend the Internal Revenue Code of 1986 to restore the estate tax, to repeal the carryover basis rule, to reduce estate tax rates by 20 percent, to increase the unified credit against estate and gift taxes to the equivalent of a $3,000,000 exclusion and to provide an inflation adjustment of such amount, and for other purposes.
(November 13, 2007) - Bill Introduced: H.R.4242 Certain and Immediate Estate Tax Relief Act of 2007
To amend the Internal Revenue Code of 1986 to retain the estate tax with an immediate increase in the exemption, to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, and for other purposes.
(November 13, 2007) - Bill Introduced: H.R.4172 To amend the Internal Revenue Code of 1986 and the Economic Growth ...
To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500,000.
(November 12, 2007) - Bill Introduced: H.R.4042 Family Farm, Small Business, and Home Tax Relief Act
To amend the Internal Revenue Code of 1986 to reduce the estate tax for periods before its termination in 2010 by increasing the unified credit, lowering the maximum estate tax rate, restoring the exclusion for family-owned business interests, excluding the value of the decedent's principal residence, and for other purposes.
(October 30, 2007) - Bill Introduced: H.R.3056 Tax Collection Responsibility Act of 2007
To amend the Internal Revenue Code of 1986 to repeal the authority of the Internal Revenue Service to use private debt collection companies, to delay implementation of withholding taxes on government contractors, to revise the tax rules on expatriation, and for other purposes.
(July 15, 2007) - Bill Introduced: S.1783 Ten Steps to Transform Health Care in America Act
A bill to provide 10 steps to transform health care in America.
(July 10, 2007) - Bill Introduced: H.R.2380 Death Tax Repeal Permanency Act of 2007
To make the repeal of the estate tax permanent.
(May 15, 2007) - Bill Introduced: S.1081 Flat Tax Act of 2007
A bill to amend the Internal Revenue Code of 1986 to impose a flat tax only on individual taxable earned income and business taxable income, and for other purposes.
(April 8, 2007) - Bill Introduced: H.R.1586 Death Tax Repeal Act of 2007
To repeal the Federal estate and gift taxes.
(March 18, 2007) - Bill Introduced: H.R.1040 Freedom Flat Tax Act
To amend the Internal Revenue Code of 1986 to provide taxpayers a flat tax alternative to the current income tax system.
(February 12, 2007) - Bill Introduced: S.466 Medicare End-of-Life Care Planning Act of 2007
A bill to amend title XVIII of the Social Security Act to provide for coverage of an end-of-life planning consultation as part of an initial preventive physical examination under the Medicare program.
(January 29, 2007) - Bill Introduced: S.464 Advance Planning and Compassionate Care Act of 2007
A bill to amend title XVIII and XIX of the Social Security Act to improve the requirements regarding advance directives in order to ensure that an individual's health care decisions are complied with, and for other purposes.
(January 29, 2007) - Bill Introduced: S.465 Advance Directives Improvement and Education Act of 2007
A bill to amend titles XVIII and XIX of the Social Security Act and title III of the Public Health Service Act to improve access to information about individuals' health care options and legal rights for care near the end of life, to promote advance care planning and decisionmaking so that individuals' wishes are known should they become unable to speak for themselves, to engage health care providers in disseminating information about and assisting in the preparation of advance directives, which include living wills and durable powers of attorney for health care, and for other purposes.
(January 29, 2007) - Bill Introduced: S.334 Healthy Americans Act
A bill to provide affordable, guaranteed private health coverage that will make Americans healthier and can never be taken away.
(January 16, 2007) - Bill Introduced: H.R.411 To amend the Internal Revenue Code of 1986 to make permanent certain ...
To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses.
(January 9, 2007) - Bill Introduced: H.R.242 Social Security KidSave Accounts Act
To amend the Social Security Act to provide each American child with a KidSave Account, and for other purposes.
(January 3, 2007) - Bill Signed by President: H.R.3508 2005 District of Columbia Omnibus Authorization Act
To authorize improvements in the operation of the government of the District of Columbia, and for other purposes.
October 16, 2006: Signed by President.
(October 14, 2006) - Bill Introduced: H.R.5970 Estate Tax and Extension of Tax Relief Act of 2006
To amend the Internal Revenue Code of 1986 to increase the unified credit against the estate tax to an exclusion equivalent of $5,000,000, to repeal the sunset provision for the estate and generation-skipping taxes, and to extend expiring provisions, and for other purposes.
(July 26, 2006) - Bill Introduced: H.Res.934 Supporting the goals and ideals of Plan Ahead with an Advance ...
Supporting the goals and ideals of Plan Ahead with an Advance Directive Week.
(July 18, 2006) - Bill Introduced: H.R.5638 Permanent Estate Tax Relief Act of 2006
To amend the Internal Revenue Code of 1986 to increase the unified credit against the estate tax to an exclusion equivalent of $5,000,000 and to repeal the sunset provision for the estate and generation-skipping taxes, and for other purposes.
(June 17, 2006) - Bill Introduced: H.R.4249 Living Well with Fatal Chronic Illness Act of 2005
To provide for programs within the Department of Health and Human Services and Department of Veterans Affairs for patients with fatal chronic illness, and for other purposes.
(November 6, 2005) - Bill Introduced: S.1921 Savings for Working Families Act of 2005
A bill to promote freedom, fairness, and economic opportunity by repealing the income tax and other taxes, abolishing the Internal Revenue Service, and replacing such taxes with a national sales tax and a business tax.
(October 24, 2005) - Bill Introduced: S.1012 Patients' Bill of Rights Act of 2005
A bill to amend the Public Health Service Act, the Employee Retirement Income Security Act of 1974, and the Internal Revenue Code of 1986 to protect consumers in managed care plans and other health coverage
(May 10, 2005) - Bill Introduced: H.R.2259 Patients' Bill of Rights Act of 2005
To amend the Public Health Service Act, the Employee Retirement Income Security Act of 1974, and the Internal Revenue Code of 1986 to protect consumers in managed care plans and other health coverage.
(May 9, 2005) - Bill Introduced: S.988 Estate Tax bill
A bill to permanently repeal the estate and generation-skipping transfer taxes.
(May 8, 2005) - Bill Introduced: H.R.2058 Advance Directives Improvement and Education Act of 2005
To amend titles XVIII and XIX of the Social Security Act and title III of the Public Health Service Act to improve access to information about individuals' health care options and legal rights for care near the end of life, to promote advance care planning and decisionmaking so that individuals' wishes are known should they become unable to speak for themselves, to engage health care providers in disseminating information about and assisting in the preparation of advance directives, which include living wills and durable powers of attorney for health care, and for other purposes.
(May 1, 2005) - Bill Introduced: S.812 Flat Tax Act of 2005
A bill to amend the Internal Revenue Code of 1986 to impose a flat tax only on individual taxable earned income and business taxable income, and for other purposes.
(April 13, 2005) - Bill Introduced: H.R.1568 To amend the Internal Revenue Code of 1986 to permanently reduce ...
To amend the Internal Revenue Code of 1986 to permanently reduce estate and gift tax rates to 30 percent, to increase the exclusion equivalent of the unified credit to $10,000,000, and to increase the annual gift tax exclusion to $50,000.
(April 10, 2005) - Bill Introduced: H.R.1577 Certain and Immediate Estate Tax Relief Act of 2005
To amend the Internal Revenue Code of 1986 to retain the estate tax with an immediate increase in the exemption, to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, and for other purposes.
(April 10, 2005) - Bill Introduced: H.R.1574 To amend the Internal Revenue Code of 1986 and the Economic Growth ...
To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500,000.
(April 10, 2005)