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328 results

Date

Newsletter
Wealth Management Update

Assisting Your Clients In The COVID-19 World

Funding Revocable (Living) Trusts

Review Estate Planning Documents

IRAs and Retirement Plans

Estate Planning Opportunities

April 2020
Newsletter
Personal Planning Strategies

Estate Planning In The COVID-19 World

Estate Planning Documents

Estate Planning Considerations

Tax Filing Extensions

Funding Revocable (Living) Trusts

March 2020
Client Alert
Lowered Interest Rates Due To Coronavirus Makes Intra-family Loans an Effective Estate Planning Tool

March 19, 2020
Blog
Leveling the Legal Playing Field for Poor Families in Family Court

From Proskauer For Good Blog on March 12, 2020
Newsletter
Wealth Management Update

March 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts

Gowdy v. Cook, 2003 WY 3, S-19-0005 (January 8, 2020) – Attempt to Decant Trust Triggers In Terrorem Clause

Loube v. Commissioner of Internal Revenue, T.C. Memo 2020-3 – Denial of Charitable Deduction

U.S. v. Marin – Transferee Liability

March 2020
Client Alert
Funding “GRATs” in a Market Decline

March 2, 2020
News
New York’s Wealthy Start Planning Early in Election Year

Stephanie Heilborn is quoted in an article about high net-worth individuals in New York preparing for the Presidential election in November.

From CityWealth on February 5, 2020
Newsletter
Wealth Management Update

February 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts

Congress Enacts Significant Changes to Retirement Plans under the SECURE Act

Placencia v. Strazicich, 42 Cal. App. 5th 730 (Cal. Ct. App. 2019) — California Court of Appeal Holds that Assets in Joint Account Should be Disposed of as Part of Decedent's Estate

Matter of Sochurek, 174 A.D.3d 908 (NY App. Div. 2019) — New York Appellate Division Finds that Beneficiary Can Seek Fiduciary's Removal Without Triggering In Terrorem Clause

Sibley v. Sibley, 273 So. 3d 1062 (Fla. Ct. App. 2019) — Florida Court of Appeal Holds that Residuary Disposition to Administratively Dissolved Private Foundation Failed

February 2020
Blog
Justice in the Internet Age: Legal Access for Rural Americans

From Proskauer For Good on January 9, 2020
Article
High Court Provides Clarity on Application of Directors’ Duties to a Financial Institution Acting as a Shadow Director of Its Borrower Customer

January 6, 2020