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Date

Blog
DOL Finalizes New Prohibited Transaction Exemption for “Investment Advice”, With Statement That Fiduciary Standard May Apply to IRA Rollover Guidance

From Employee Benefits & Executive Compensation Blog on January 20, 2021
Newsletter
Personal Planning Strategies

Consider Reviewing and Updating Previously Executed LLC Agreements and Partnership Agreements

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 Raises Basic Exclusion Amount to $5,930,000

Connecticut Estate Planning Update

California's Proposition 19

January 2021
Blog
Pinning Down Corporate Leadership

From Corporate Defense and Disputes Blog on January 15, 2021
Newsletter
Wealth Management Update

January 2021 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts

California Franchise Tax Board Proposes Legislation for the Taxation of Income from Incomplete Non Grantor (ING) Trusts to Treat ING Trusts as Grantor Trusts-Legislative Proposal C adding new Section 17082 to the Revenue and Tax Code

Chief Counsel Advice 202045011

Florida's Constitutional Amendment 5 and Constitutional Amendment 6 Approved in 2020 General Election

U.S. v. Wolin 126 AFTR 2d 2020-6348 (September 28, 2020)—FBAR Penalty Survives Decedent's Death

January 2021
News
Worth It Episode 4: Pain Free Gifting – Using Your Lifetime Gift Tax Exemption With Residences and Outstanding Loans?

January 4, 2021
Newsletter
Wealth Management Update

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

Federal and State Elections Reshape Tax Policy

Lucero v. Commissioner, T.C. Memo 2020-136 (Tax Court, Sept. 29, 2020)

Notice 2020-75

California's Proposition 19

December 2020
Blog
Delegating Fiduciary Responsibilities Related to ESOP Results in Dismissal of ERISA Stock-Drop Claims

From Employee Benefits & Executive Compensation Blog on December 2, 2020
News
Worth It Episode 3: Having Your Cake and Eating It Too - How to Use SLATs to Use Your Lifetime Gift Tax Exemption?

November 24, 2020
Blog
DOL Issues Final “ESG” Rule Restricting ERISA Fiduciary Consideration of Non-Pecuniary Investment Factors

From Employee Benefits & Executive Compensation Blog on November 10, 2020
Press Release
Proskauer Promotes New Partners and Senior Counsel

November 2, 2020