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Date
  • Newsletter

    Wealth Management Update

    February 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
     
    Congress Enacts Significant Changes to Retirement Plans under the SECURE Act
     
    Placencia v. Strazicich, 42 Cal. App. 5th 730 (Cal. Ct. App. 2019) — California Court of Appeal Holds that Assets in Joint Account Should be Disposed of as Part of Decedent's Estate
     
    Matter of Sochurek, 174 A.D.3d 908 (NY App. Div. 2019) — New York Appellate Division Finds that Beneficiary Can Seek Fiduciary's Removal Without Triggering In Terrorem Clause
     
    Sibley v. Sibley, 273 So. 3d 1062 (Fla. Ct. App. 2019) — Florida Court of Appeal Holds that Residuary Disposition to Administratively Dissolved Private Foundation Failed

    February 2020

  • Blog

    Justice in the Internet Age: Legal Access for Rural Americans

    From Proskauer For Good on January 9, 2020

  • Article

    High Court Provides Clarity on Application of Directors’ Duties to a Financial Institution Acting as a Shadow Director of Its Borrower Customer

    January 6, 2020

  • News

    Levitan v. Rosen Case

    In the latest ACTEC podcast, David Pratt is noted for a discussion on trust property in a divorce case.

    From ACTEC on December 31, 2019

  • Newsletter

    Wealth Management Update

    December 2019 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
     
    United States v. Estate of Sidney Elson, 2019 WL 5061321 (D.N.J. Oct 9, 2019)
     
    Matter of Cleopatra Cameron Gift Tr., Dated May 26, 1998, 931 N.W.2d 244 (S.D. 2019) – South Dakota Supreme Court Protects Trusts from California Child Support Order
     
    Estate of Kollsman v. Comm'r of Internal Revenue, 777 F. App'x 870 (9th Cir. 2019)
     
    Hinds & Shankman, LLP v. Lapides, No. CV 18-10731-CJC(SKX), 2019 WL 4956148 (C.D. Cal. Oct. 8, 2019)
     
    New York State Department of Taxation TSB-M-19(2)R
     
    Final Regulations Issued for Certain Life Insurance Contract Transactions and Transfer for Valuable Consideration Rules
     
    PLR 201941023
     
    2020 Estate and Gift Tax Exemptions

    December 2019

  • Newsletter

    Personal Planning Strategies

    Estate, Gift and GST Tax Update
    What This Means for Your Current Will, Revocable Trust and Estate Plan
     
    Gift Tax Update
    Exploit the Gift Tax Annual Exclusion Amount
    2019 Gift Tax Returns
    Make Sure that You Take Your IRA Required Minimum Distributions by December 31, 2019
    New Jersey Estate Tax Was Eliminated on January 1, 2018
    New York Raises Basic Exclusion Amount to $5,850,000
     
    Connecticut Estate Planning Updates
     
    Are Stretch Inherited IRAs in Danger?
    Implications of the SECURE Act on Estate Planning With Retirement Accounts

    December 2019

  • News

    Funds in Focus 2019

    November 2019

  • Press Release

    Proskauer Private Investment Funds Group Releases 2019 Annual Review

    November 19, 2019

  • Blog

    SEC Enforcers Continue to Focus on Undisclosed Fees

    From The Capital Commitment Blog on November 12, 2019

  • Newsletter

    Wealth Management Update

    November 2019 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
     
    Amendment to California Family Code Section 1615 — Seven Day Waiting Period Before Signing Premarital Agreement
     
    Rosenberg v. Commissioner, T.C. Memo 2019-124 — IRA Withdrawal After Divorce Transfer Includible in Income
     
    Chief Counsel Advice Memorandum CCA 201939002 — Value of Stock Must Take Into Consideration a Pending Merger

    November 2019

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