• Newsletter

    Wealth Management Update

    October 2022 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
     
    Federal Estate, Gift and GST Tax Exemption to increase by $860,000 in 2023
     
    Florida Legislation Update
     
    Donoghue v. Smith, 2022 U.S. Dist. LEXIS 76071
     
    Yost v. Carroll, DC IL, 130 AFTR 2d ¶2022-5086
     
    In re Marriage of Rene Simon Cruz and Rena Dillon Cruz (Cal. Sup. Ct. 2022)

    October 2022

  • Podcast

    Worth It Episode 9: Collecting Cryptocurrency After The Account Owner’s Death

    September 19, 2022

  • Awards and Recognition

    Six Proskauer Partners Named “Lawyers of the Year” by Best Lawyers

    August 18, 2022

  • Podcast

    Worth It Episode 8: Decanting to Modify an Existing Irrevocable Trust

    August 1, 2022

  • Newsletter

    Personal Planning Strategies

    With Recent Court Decision, Out-of-State Owners of New York Houses Can Breathe Easier
     
    IRS Extends Deadline for Making Portability Election
     
    Rising Interest Rates Have Important Estate-Planning Implications

    July 2022

  • Awards and Recognition

    Proskauer Recognized as Top Law Firm in 2022 Chambers High Net Worth Rankings

    July 20, 2022

  • Newsletter

    Wealth Management Update

    July 2022 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts AFRs
     
    Connecticut Gift and Estate Tax Exemption
     
    529 Plans
     
    Boyle v. Anderson, 871 S.E.2d 226 (April 14, 2022)
     
    In RE: Omega, 2022 WL 1498499 (May 12, 2022)
     
    Wallace v. Torres-Rodriguez, 2022 WL 1481782 (May 11, 2022)
     
    Matter of Neva M. Strom Irrevocable Trust III, 203 A.D.3d 1255 (March 3, 2022)
     
    Surrogate’s Court Dismisses Petition Seeking to Challenge the 2020 Amendment to a 2018 Trust on Standing Grounds. Matter of van der Becq, File No. 2021-39/C (Surr. Ct. Columbia Cnty Apr. 6, 2022)

    July 2022

  • News

    Be Careful What You Bargain for: Settling in Exchange for a Future Payment From an Estate

    Co-Head of the Fiduciary Litigation Group Steven Holinstat writes for the New York Law Journal about how in the trusts and estate world, one creative way to resolve a dispute is to have the paying party contractually agree to pay the settlement amount from his or her estate. 

    From New York Law Journal on June 27, 2022

  • Newsletter

    Wealth Management Update

    The June Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.6%, an increase from the May rate of 3.0%
     
    IRS Proposes Limits on Large Gifts from Future Estates
     
    International Estate Planning and Brussels IV

    June 2022

  • Newsletter

    Wealth Management Update

    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