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Blog
From Employee Benefits and Executive Compensation
on May 18, 2023
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Blog
From Corporate Defense and Disputes
on May 18, 2023
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Newsletter
May 2023 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
IRS Rules that Assets in Irrevocable Grantor Trusts Do Not Receive Basis Step-Up at Death
Florida Court Rules that Non-Homestead Property Transferred to Entity May be Reassessed
IRS Releases Strategic Operating Plan
May 2023
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Blog
From The Capital Commitment
on April 25, 2023
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Newsletter
April Interest Rates for GRATS, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
Bittner v. United States, 598 U.S. ___ (2023)
2023 Greenbook Proposals – As Relevant to Transfer Tax, Trusts and Valuation
In re the Trust of Eva Marie Hanson Living Trust dated December 11, 1995 (Minn. Ct. App. Jan. 30, 2023)
Vouk v. Chapman, 521 P.3d 712 (Idaho 2022)
April 2023
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Awards and Recognition
March 30, 2023
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Newsletter
March 2023 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
In re Pasquale Storto, Jr. Trust, No. 360134, Mich. App. Lexis 268 (Jan. 12, 2023)
In re Dissolution of Doehler Dry Ingredient Solutions, LLC, C.A. No. 2022-03540-LWW (Sept. 15, 2022)
In re Estate of Raymond Joseph Frisbie, unpublished per curiam Mich. App. opinion 357831 (Nov. 17, 2022)
March 2023
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Blog
From Employee Benefits & Executive Compensation
on February 1, 2023
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Newsletter
February 2023 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
SECURE Act 2.0
Randle v. Farmers New World Life Insurance Company, 2022 Cal. App. LEXIS 918 (Ct. App. Nov. 7, 2022)
In re Estate of Wallace, unpublished per curiam Mich. App. opinion 357441
Rogers v. Rogers, 47 Fla. L. Weekly d2466 (2d DCA 2022)
United States v. Shant Hovnanian et al., No. 3:18-cv-15099 (27 December 2022)
February 2023
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Blog
From Employee Benefits & Executive Compensation
on January 24, 2023