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Newsletter
June 2021 Interest Rates for Sales to Defective Grantor Trusts, Intra-Family Loans, Split-Interest Charitable Trusts and GRATs
American Families Plan (AFP)
Revision of Publication 590-B
Chief Counsel Memorandum 202118008
In the Matter of the Petition of Boniface, N.Y. Div. of Tax Appeals, ALJ, Dkt No. 829018, 04/29/2021
June 2021
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Awards and Recognition
May 24, 2021
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Podcast
May 7, 2021
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News
David Pratt is quoted concerning estate tax implications.
From Wealth Advisor
on May 3, 2021
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News
David Pratt is quoted in reference to President Biden’s proposed tax plan on the wealthy.
From The New York Times
on May 1, 2021
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Blog
From Corporate Defense and Disputes Blog
on 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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Press Release
February 17, 2021