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334 results

Date

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
Blog
Fifth Circuit Upholds Dismissal of Diversification and Prudence Claims Targeting A Single Stock Fund in a 401(k) Plan

From Employee Benefits & Executive Compensation Blog on June 29, 2020
Client Alert
IRS Announces Record Low Interest Hurdle Rate For June, Making Now an Ideal Time to Create a GRAT

May 27, 2020
Client Alert
IRS Issues FAQs Regarding COVID-19 Relief for Estate and Gift Tax Filings

May 19, 2020
Newsletter
Wealth Management Update

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

PLRs 202013001, 202013002, 202013003, 202013004 and 202013005 (March 27, 2020)

Estate of Streightoff v. Commissioner, 2020 BL 11889 (5th Cir. March 31, 2020)

Estate of Moore v. Commissioner, T.C. Memo 2020-40 (April 7, 2020)

May 2020
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