David A. Lappin

News & Insights Events

  • Newsletter

    Wealth Management Update

    November Interest Rates for GRATS, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
     
    In re IMO Amelia Noel Living Trust, Del. Ch. August 16, 2022, aff’d, 293 A.3d 1000 (Del. 2023)
     
    In re the Trust of Eva Marie Hanson Living Trust dated December 11, 1995 (Minn. Ct. App. Jan. 30, 2023)
     
    Glynn v. Kenney, 884 S.E.2d 259 (Va. Ct. App. 2023)
     
    James v. Mounts, 660 S.W.3d 801 (Ark. 2023)
     
    PLR 202339008

    on November 2023

  • Newsletter

    Wealth Management Update

    April Interest Rates for GRATS, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
     
    Bittner v. United States, 598 U.S. ___ (2023)
     
    2023 Greenbook Proposals – As Relevant to Transfer Tax, Trusts and Valuation
     
    In re the Trust of Eva Marie Hanson Living Trust dated December 11, 1995 (Minn. Ct. App. Jan. 30, 2023)
     
    Vouk v. Chapman, 521 P.3d 712 (Idaho 2022)

    on April 2023

  • 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

    on May 2022