• Newsletter

    Wealth Management Update

    October 2022 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
     
    Federal Estate, Gift and GST Tax Exemption to increase by $860,000 in 2023
     
    Florida Legislation Update
     
    Donoghue v. Smith, 2022 U.S. Dist. LEXIS 76071
     
    Yost v. Carroll, DC IL, 130 AFTR 2d ¶2022-5086
     
    In re Marriage of Rene Simon Cruz and Rena Dillon Cruz (Cal. Sup. Ct. 2022)

    October 2022

  • News

    Be Careful What You Bargain for: Settling in Exchange for a Future Payment From an Estate

    Co-Head of the Fiduciary Litigation Group Steven Holinstat writes for the New York Law Journal about how in the trusts and estate world, one creative way to resolve a dispute is to have the paying party contractually agree to pay the settlement amount from his or her estate. 

    From New York Law Journal on June 27, 2022

  • Newsletter

    Wealth Management Update

    The June Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.6%, an increase from the May rate of 3.0%
     
    IRS Proposes Limits on Large Gifts from Future Estates
     
    International Estate Planning and Brussels IV

    June 2022

  • Newsletter

    Wealth Management Update

    May 2022 Interest Rates for GRATS, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
     
    NY Remote Notarization Statute Amendment
     
    2022 Greenbook Proposals
     
    DOL Cryptocurrency - Compliance Assistance Release No. 2022-01

    May 2022

  • Blog

    The Supreme Court Declines to Establish Pleading Standard for Defined Contribution Plan Excessive Fee Litigation

    From Employee Benefits & Executive Compensation Blog on January 26, 2022

  • Blog

    District Court Rejects Demand for Jury Trial in 401(k) Investment Litigation

    From Employee Benefits & Executive Compensation Blog on January 25, 2022

  • Newsletter

    Wealth Management Update

    December Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
     
    Fifth Circuit Court of Appeals Upholds Finding of Gift Tax Deficiencies After Taxpayer's Failed Attempt to Use Self-Adjusting Formula Clauses. Mary P. Nelson et al. v. Commissioner (5th Cir., No. 20-61068, November 3, 2021)
     
    Federal District Court Imposed Constructive Trust Over Estate Assets and Granted a Temporary Injunction Preventing Estate Dispositions Based on Allegations of Decedent's Embezzlement From Employer. Van Horn, Metz & Co. v. Crisafulli, 2021 WL 4317186 (D.N.J. Sept. 23, 2021)
     
    New York's Second Department Affirms Order Denying Probate Based on Lack of Testamentary Capacity and Undue Influence. Matter of Falkowsky, 197 A.D.3d 1300 (N.Y. 2d Dept., September 29, 2021)

    December 2021

  • Blog

    DOL’s Latest ESG Proposal: The More Things Change, the More They Stay the Same

    From Employee Benefits & Executive Compensation Blog on November 22, 2021

  • Awards and Recognition

    Proskauer Recognized as Top-Tier Law Firm in 2021 Chambers High Net Worth Ranking

    July 27, 2021

  • Blog

    Pinterest Diversity Suits Multiply

    From Corporate Defense and Disputes Blog on April 22, 2021