• Blog

    Wisconsin District Court Rulings Signal Potential New Trend Favoring the Defense of ERISA Fee and Investment Performance Lawsuits

    From Employee Benefits & Executive Compensation on February 1, 2023

  • Newsletter

    Wealth Management Update

    February 2023 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
     
    SECURE Act 2.0
     
    Randle v. Farmers New World Life Insurance Company, 2022 Cal. App. LEXIS 918 (Ct. App. Nov. 7, 2022)
     
    In re Estate of Wallace, unpublished per curiam Mich. App. opinion 357441
     
    Rogers v. Rogers, 47 Fla. L. Weekly d2466 (2d DCA 2022)
     
    United States v. Shant Hovnanian et al., No. 3:18-cv-15099 (27 December 2022)

    February 2023

  • Blog

    New York District Court Rejects ERISA Excessive Fee Claims as Insufficient

    From Employee Benefits & Executive Compensation on January 24, 2023

  • Newsletter

    Wealth Management Update

    January 2023 AFRs and 7520 Rate
     
    New York Estate Tax – 2023 Basic Exclusion Amount
     
    Massachusetts Millionaires Tax
     
    Alejandro J. Rojas et al. v. Commissioner, No. 7453-19, T.C. Memo. 2022-77 (July 18, 2022)
     
    Jennifer Joy Fields et al. v. Commissioner, No. 2925-20S, T.C. Summary Op. 2022-22 (November 10, 2022)
     
    Estate of William E. DeMuth, Jr. v. Commissioner, No. 18724-19, T.C. Memo. 2022-72 (July 12, 2022)
     
    Betty Amos v. Commissioner, No. 4331-18, T.C. Memo. 2022-109 (Nov. 10, 2022)
     
    PLR 202247004
     
    Proposed Treasury Regulations – REG-106134-22, Syndicated Conservation Easement Transactions as Listed Transactions (Dec. 6, 2022)
     
    U.S. Treasury Department, 2022-2023 Priority Guidance Plan (Nov. 4, 2022)
     
    Matter of Walls, No. 2021-1074/A, 2022 NY Slip Op 51165(U) (Monroe Cty. Surr. Ct., Nov. 29, 2022)

    January 2023

  • Awards and Recognition

    Proskauer Named an IEL Elite Law Firm by International Employment Lawyer

    December 19, 2022

  • News

    The 7 Biggest Benefits Rulings Of 2022

    Partner Myron Rumeld and associate Tulio Chirinos discuss the biggest rulings from 2022 that employers and retirement plan administrators should take note of with Law360.

    From Law360 on December 16, 2022

  • Awards and Recognition

    Proskauer Nominated for Law Firm of the Year Across Multiple Categories by Private Equity International

    December 9, 2022

  • Newsletter

    Wealth Management Update

    December 2022 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
     
    Inflation Adjustments for 2023
     
    FinCEN – Beneficial Ownership Information Reporting Requirement
     
    Matter of Estate of Manchester, 172 N.Y.S. 3d 918 (Sur. Erie Aug. 18, 2022)
     
    Heinrich C. Schweizer v. Commissioner, T.C. Memo. 2022-102
     
    Pinkert v. Schwab Charitable Fund, 130 AFTR 2d 2022-5986

    December 2022

  • News

    Why International Partner Promotions Are Increasingly Important for Some American Law Firms

    Partner Mary Kuusisto is quoted about the importance of international promotions.

    From The American Lawyer on December 1, 2022

  • Newsletter

    Personal Planning Strategies

    Estate, Gift and GST Tax Update
    What This Means for Your Current Will, Revocable Trust and Estate Plan
     
    Gift Tax Update
    Exploit the Gift Tax Annual Exclusion Amount
     
    2022 Gift Tax Returns
     
    New York Basic Exclusion Amount to Increase in 2023
     
    Connecticut Estate Planning Update
     
    New Jersey Estate Tax Was Eliminated on January 1, 2018
     
    Make Sure That You Take Your IRA Required Minimum Distributions by December 31, 2022
     
    Understanding the Inflation Adjustments to the Estate, Gift and Generation-Skipping Exemption Amounts

    November 2022