-
Newsletter
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
-
Newsletter
IApril 2022 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
Estate of Marion Levine v. Commissioner (158 T.C. No.2)
IRS Issues Proposed Required Minimum Distribution Regulations for Retirement Plans
IRS Overpayment and Underpayment Interest Rate Increased
April 2022
-
Newsletter
March 2022 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
Disclosure of Revocable Trusts on Surrogate's Court Probate Petitions
Change in New York Residency Audit Guidelines
New York's Remote Notarization Statute
March 2022
-
Newsletter
February 2022 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
New York Surrogate's Court Denies Probate of Lost Will. Estate of Palladino (Bronx County Sur. Court September 15, 2021)
Tax Court Recharacterizes a Husband and Wife Gifting Transaction. Smaldino v. Comm'r of Internal Revenue, 122 T.C.M. (CCH) 298 (T.C. 2021)
February 2022
-
Blog
From Employee Benefits & Executive Compensation Blog
on January 26, 2022
-
Blog
From Employee Benefits & Executive Compensation Blog
on January 25, 2022
-
Press Release
December 15, 2021
-
Newsletter
Estate, Gift and GST Tax Update: What This Means for Your Current Will, Revocable Trust and Estate Plan
Gift Tax Update
New Jersey Estate Tax Was Eliminated on January 1, 2018
New York Basic Exclusion Amount to Increase in 2022
Connecticut Estate Planning Update
Make Sure That You Take Your IRA Required Minimum Distributions by December 31, 2021
December 2021
-
Newsletter
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
From Employee Benefits & Executive Compensation Blog
on November 22, 2021