• Blog

    COVID-19 and the Workplace: Where Do We Stand?

    From Law and the Workplace on May 9, 2023

  • Newsletter

    Wealth Management Update

    May 2023 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
     
    IRS Rules that Assets in Irrevocable Grantor Trusts Do Not Receive Basis Step-Up at Death
     
    Florida Court Rules that Non-Homestead Property Transferred to Entity May be Reassessed
     
    IRS Releases Strategic Operating Plan

    May 2023

  • News

    3 May Argument Sessions Benefits Attorneys Should Watch

    Partner Myron Rumeld and associate Tulio Chirinos weigh in on the implications of Matney et al. v Barrick Gold of North America, et al., a 401(k) fee suit dismissal appeal.

    From Law360 on April 28, 2023

  • Article

    Individual Arbitration of ERISA Breach of Fiduciary Duty Claims – Is it Possible and, if So, Is It Worth It?

    From Best Lawyers on April 21, 2023

  • News

    Beecken Petty O'Keefe, AEA Close Continuation Funds

    Partners Chris Robinson and James Lee and associate Blake Halperin are noted for advising Apollo S3, Blackstone Strategic Partners and Five Arrows on BPOC's first-ever continuation fund.

    From The Deal on April 18, 2023

  • Press Release

    Proskauer Advises Apollo S3, Blackstone Strategic Partners and Five Arrows on Investment in $425 Million Continuation Fund

    April 17, 2023

  • News

    3 Firms Lead Close Of $425M Health Continuation Fund

    Partners Chris Robinson and James Lee and associate Blake Halperin are noted for advising Apollo S3, Blackstone Strategic Partners and Five Arrows.

    From Law360 on April 14, 2023

  • Newsletter

    Wealth Management Update

    April Interest Rates for GRATS, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
     
    Bittner v. United States, 598 U.S. ___ (2023)
     
    2023 Greenbook Proposals – As Relevant to Transfer Tax, Trusts and Valuation
     
    In re the Trust of Eva Marie Hanson Living Trust dated December 11, 1995 (Minn. Ct. App. Jan. 30, 2023)
     
    Vouk v. Chapman, 521 P.3d 712 (Idaho 2022)

    April 2023

  • Newsletter

    Wealth Management Update

    March 2023 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
     
    In re Pasquale Storto, Jr. Trust, No. 360134, Mich. App. Lexis 268 (Jan. 12, 2023)
     
    In re Dissolution of Doehler Dry Ingredient Solutions, LLC, C.A. No. 2022-03540-LWW (Sept. 15, 2022)
     
    In re Estate of Raymond Joseph Frisbie, unpublished per curiam Mich. App. opinion 357831 (Nov. 17, 2022)

    March 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