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Press Release
April 22, 2021
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Podcast
April 7, 2021
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Newsletter
April 2021 Interest Rates for Sales to Defective Grantor Trusts, Intra-Family Loans, Split-Interest Charitable Trusts and GRATs
Extend the Time to File 2020 Gift Tax Returns (Form 709) Before April 15, 2021
Estate of Miriam M. Warne vs. Comm'r (T.C. Memo 2021-17)
April 2021
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Newsletter
March 2021 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
Habal v. Habal, So.3d, 2020 WL 5372289 (Fla. 4th DCA September 9, 2020): Revocable Trusts are difficult to attack on capacity grounds
Matter of Ryan, 2021 NY Slip Op 21010 (N.Y. Sur. Ct. Broome County Jan. 25, 2021): First case in New York admitting remotely notarized Will to probate
Sells, et al. v. Commissioner, T.C. Memo. 2021-12 (January 28, 2021): Tax Court denies conservation easement
March 2021
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News
From Law360
on February 26, 2021
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Newsletter
February 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
New York Post-Mortem Right of Publicity
Demircan v. Mikhaylov, 2020 WL 2550067 (Fla. 3d DCA May 20, 2020)
New York Power of Attorney
February 2021
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Awards and Recognition
February 4, 2021
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News
David Pratt is quoted in an article on trends in wealth planning last year.
From Citywealth
on February 2, 2021
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News
The Firm and Matthew Triggs are noted for representing the Loria Marlins group.
From Law360
on January 27, 2021
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Newsletter
Consider Reviewing and Updating Previously Executed LLC Agreements and Partnership Agreements
Estate, Gift and GST Tax Update: What This Means for Your Current Will, Revocable Trust and Estate Plan
Gift Tax Update
New Jersey Estate Tax Was Eliminated on January 1, 2018
New York Raises Basic Exclusion Amount to $5,930,000
Connecticut Estate Planning Update
California's Proposition 19
January 2021