• 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

  • Blog

    Leveling the Legal Playing Field for Poor Families in Family Court

    From Proskauer For Good Blog on March 12, 2020

  • Newsletter

    Wealth Management Update

    March 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
     
    Gowdy v. Cook, 2003 WY 3, S-19-0005 (January 8, 2020) – Attempt to Decant Trust Triggers In Terrorem Clause
     
    Loube v. Commissioner of Internal Revenue, T.C. Memo 2020-3 – Denial of Charitable Deduction
     
    U.S. v. Marin – Transferee Liability

    March 2020

  • News

    New York’s Wealthy Start Planning Early in Election Year

    Stephanie Heilborn is quoted in an article about high net-worth individuals in New York preparing for the Presidential election in November.

    From CityWealth on February 5, 2020

  • 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

  • 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

  • News

    Funds in Focus 2019

    November 2019

  • Press Release

    Proskauer Private Investment Funds Group Releases 2019 Annual Review

    November 19, 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