-
News
Partner David Pratt is interviewed and quoted about estate planning amid tax hikes.
From Financial Planning
on October 12, 2021
-
Newsletter
October 2021 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
In re Gerald F. Johnson Revocable Trust, No. 351134, 2021 Mich. App. LEXIS 3732 (Ct. App. June 17, 2021) – Unintended Waiver of Ex-Spouse's Creditor Rights
Estate of Wall, No. C087730, 2021 WL 3732360 (Cal. Ct. App. Aug. 24, 2021) – Community Property Presumption Prevails Over Title Presumption in Actions Between Spouses, Not After Death
Giller v. Grossman, No. 3D19-2514, 2021 WL 3889320 (Fla. Dist. Ct. App. Sept. 1, 2021) – Children are Intended Beneficiaries in Dispute Over Trust Language
October 2021
-
Newsletter
Act Now Before the Window of Opportunity Closes
October 2021
-
Blog
From Employee Benefits & Executive Compensation Blog
on September 22, 2021
-
Newsletter
Last Call for SLATs, GRATs, and the Use of the Enhanced Gift Tax Exemption?
September 2021
-
Newsletter
September 2021 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
Ellis v. Hurley – No. B3000799, 2020 WL 6816605 (Cal. Ct. App.) – California Court of Appeal, Second District Case on the Definition of a Grandchild
In the Matter of the Appeal of J. Bracamonte and J. Bracamonte (OTA Case No. 18010932) Change of Domicile
IRS News Release: EIN Holders Must Update Responsible Party Contact Information (IRC §6109)
Estate of Kwang Lee v. Commissioner (TC Memo 2021-92) Executor personally liable for estate taxes because he made distributions of estate assets knowing that the estate owed the taxes
September 2021
-
Awards and Recognition
From Best Lawyers
on August 19, 2021
-
Newsletter
August 2021 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts AFRs
Update on Federal Legislation
State Tax Cuts
Pinkert v. Schwab Charitable Fund (N.D. Cal., Case No. 20-cv-07657-LB)
In the Matter of the Consolidated Appeals of O. Cremel and E. Koeppel (OTA Case Nos. 18042625 & 20076340)
Estate of Michael J. Jackson v. Commissioner (Tax Court, May 3, 2021)
August 2021
-
Awards and Recognition
July 27, 2021
-
Newsletter
July 2021 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts AFRs
President Biden's 2022 Budget/Biden Administration Revenue Proposals for 2022
New Rule Against Perpetuities in Texas
Estate of Grossman v. Commissioner, T.C. Memo 2021-65 (May 27, 2021)
July 2021