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Date
  • Newsletter

    Personal Planning Strategies

    Top Ten Estate Planning Recommendations before the End of 2020
    Spousal Lifetime Access Trusts – ("SLATS")

    October 2020

  • Newsletter

    Wealth Management Update

    October 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
     
    Jon Dickinson et ux. v. Commissioner, T.C. Memo 2020-128 – Donations of Stock to Donor Advised Fund Were Not Taxable Redemptions
     
    Estate of Mary P. Bowles, et al. v. Commissioner, T.C. Memo 2020-71 (June 1, 2020) – Characterization of a Loan as a Gift
     
    James C. Nelson et ux. v. Commissioner, T.C. Memo. 2020-81 – Transfer of Limited Partnership Interests by Fixed Dollar or Percentage Interests

    October 2020

  • Blog

    To Vote, or Not to Vote, That is the DOL’s Proxy Voting Question for ERISA Fiduciaries

    From Employee Benefits & Executive Compensation Blog on October 2, 2020

  • News

    Worth It Episode 1: Is Now a Good Time to Create a GRAT?

    September 29, 2020

  • Newsletter

    Wealth Management Update

    September Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intrafamily Loans and Split Interest Charitable Trusts
     
    New York's Department of Taxation and Finance Confirms that Any New York Source Income will Subject All of a New York Resident Trust's Income to New York State Income Tax. TSB-A-20(2)(I) (Feb. 4, 2020)
     
    Florida's 3rd District Court of Appeals Holds that the Settlor and Sole Current Beneficiary of a Self-Settled Irrevocable Trust May be Removed as Trustee by the Court under Florida's Uniform Trust Code. Wallace v. Comprehensive Personal Care Services, Inc. (Fla. 3d D.C.A., June 3, 2020)

    September 2020

  • Special Report

    Estate Planning for Real Estate Owners

    August 18, 2020

  • Blog

    New DOL Fiduciary Rule Package: What You Really Need to Know

    From Employee Benefits & Executive Compensation Blog on July 13, 2020

  • Awards and Recognition

    Proskauer Recognized as Top-Tier Law Firm in 2020 Chambers High Net Worth Ranking

    July 13, 2020

  • Newsletter

    Wealth Management Update

    July 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intrafamily Loans and Split-Interest Charitable Trusts
     
    Precious Metals Now Deemed Tangible Personal Property in Florida
     
    The Tax Court reiterates and applies the factors for determining whether intrafamily loans are, in fact, loans in Estate of Bolles v. Commissioner, T.C. Memo 2020-71 (2020)
     
    In Goodrich, et al. v. USA, 125 AFTR 2d 2020-1276 (DC LA, 3/17/2020), the U.S. District Court for the Western District of Louisiana sends a reminder that state substantive law can sometimes determine federal tax consequences
     
    California Bill A.B. 2936 may indicate increased scrutiny, or even regulation, of donor advised funds
     
    COVID-19 Update

    July 2020

  • Article

    Precious Metals Now Deemed Tangible Personal Property in Florida

    July 1, 2020

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