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Newsletter
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
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Podcast
September 19, 2022
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Awards and Recognition
August 18, 2022
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Podcast
August 1, 2022
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Newsletter
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
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Awards and Recognition
July 20, 2022
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Newsletter
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
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News
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
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Newsletter
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
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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