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  • Newsletter

    Wealth Management Update

    January 2024 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
     
    REG-142338-07 – Proposed Regulations Related to Donor Advised Funds
     
    Eileen Gonzalez et al v. Luis O. Chiong et al (Sep. 19, 2023)
     
    IR-2023-185 (Oct 5, 2023)
     
    New York Public Health Law amended to permit remote witnesses for health care proxies (Nov 17, 2023)
     
    Small Business Succession Planning Act Introduced (Oct 12, 2023)

    January 2024

  • Newsletter

    Wealth Management Update

    Shining a Light on the Corporate Transparency Act: FinCEN’s Rules for Beneficial Ownership Reporting
     
    December 2023 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
     
    Jones v. Jones (Mass. App. Ct. 2023)
     
    Estate of Caan v. Commissioner, 161 T.C. No. 6
     
    In re Estate of Anna Brudek

    December 2023

  • Blog

    Game of Tomes: A Guide to the DOL’s Retirement Security Rule Proposal

    From Employee Benefits & Executive Compensation on November 27, 2023

  • Blog

    District Court Enforces Arbitration Clause in ERISA Plan Document

    From Employee Benefits & Executive Compensation Blog on November 6, 2023

  • Newsletter

    Wealth Management Update

    November Interest Rates for GRATS, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
     
    In re IMO Amelia Noel Living Trust, Del. Ch. August 16, 2022, aff’d, 293 A.3d 1000 (Del. 2023)
     
    In re the Trust of Eva Marie Hanson Living Trust dated December 11, 1995 (Minn. Ct. App. Jan. 30, 2023)
     
    Glynn v. Kenney, 884 S.E.2d 259 (Va. Ct. App. 2023)
     
    James v. Mounts, 660 S.W.3d 801 (Ark. 2023)
     
    PLR 202339008

    November 2023

  • Blog

    Ninth Circuit: Changes to a Services Agreement Require Consideration of Indirect Compensation

    From Employee Benefits & Executive Compensation on September 21, 2023

  • Blog

    Tenth Circuit Adopts “Meaningful Benchmark” Pleading Standard in Dismissing Challenges to 401(k) Plan Fees

    From Employee Benefits & Executive Compensation on September 13, 2023

  • Blog

    District Court Replaces Plan Trustees With Independent Fiduciary

    From Employee Benefits & Executive Compensation on September 13, 2023

  • Newsletter

    Wealth Management Update

    September 2023 AFRs and 7520 Rate
     
    More Large Inflation Adjustments Are in Store for 2024 and 2025
     
    IRS Notice 2023-54: Transition Relief and Guidance Relating to Certain RMDs
     
    Estate of Demuth v. Comm'r: Checks Delivered Before, but Deposited After Decedent's Death, are Includable in Decedent's Estate
     
    Schaddelee v. Deleon: Using a General Assignment as a "Catch All" for Irrevocable Trust Funding Does Not Supersede a Beneficiary Designation
     
    Matter of Wells: Unsuccessful Attempt at Probating a Conformed Copy of a Will
     
    Matter of Fakhra: Renunciations are Irrevocable, and They Do Not Need to be Physically Served

    September 2023

  • Awards and Recognition

    174 Proskauer Lawyers Recognized in Best Lawyers in America

    August 17, 2023