| Mar 4 2022 |
Court Holds That Trust Was Not Ambiguous and Provided the Trustee Discretion in Making Income Distributions |
Winstead |
| Mar 4 2022 |
Key Tax Planning Rates for March 2022 |
Nelson Mullins |
| Mar 2 2022 |
The Annual Exclusion for Gift Taxes has Increased to $16,000 – What Issues Should I Consider? |
Stark & Stark |
| Feb 14 2022 |
Court Reversed Summary Judgment Against Trustee Where Beneficiary’s Affidavit Evidence Was Conclusory |
Winstead |
| Feb 14 2022 |
Nearly 700 Reports Financial Abuse of Elders/Dependent Adults Received By DFPI |
Allen Matkins Leck Gamble Mallory & Natsis LLP |
| Feb 14 2022 |
Court Held That The Estate Planning Privity Rule Barred Granddaughter’s Claim For Malpractice Against Her Grandmother’s Attorneys Regarding The Failure To Execute A New Will |
Winstead |
| Feb 10 2022 |
IRS Provides Temporary Guidance on Stock Distributions by Publicly Offered RICs and REITs |
Vedder Price |
| Feb 8 2022 |
Removal of An Executor of An Estate |
Stark & Stark |
| Feb 8 2022 |
Power of Attorney: Useful, When Executed Correctly! |
Strassburger McKenna Gutnick & Gefsky |
| Feb 2 2022 |
Probate & Fiduciary Litigation Newsletter - February 2022 |
Goulston & Storrs |
| Feb 2 2022 |
FDIC Modifies Deposit Rules for Trusts |
Nelson Mullins |
| Jan 21 2022 |
Separate Property Basics Part III: It’s Yours, But Could Be Mine |
Varnum LLP |
| Jan 14 2022 |
DOL Statement on Private Equity Investment Emphasizes Fiduciary Responsibility |
Proskauer Rose LLP |
| Jan 10 2022 |
FinCEN Seeks Guidance on Applying Corporate Transparency Act Reporting Obligations to Trusts and Estates |
McDermott Will & Emery |
| Jan 6 2022 |
Gift, Estate, and GST Tax Exclusion and Exemption Amounts: The Numbers Go Up! |
Pierce Atwood LLP |
| Jan 3 2022 |
Gift and Estate Tax Changes |
Stark & Stark |
| Jan 2 2022 |
Court Holds That Probate Court Had Jurisdiction Over Inter Vivos Trust Dispute And That A Beneficiary Waived A Complaint About A “No Liability” Order For A Trustee |
Winstead |
| Dec 28 2021 |
2021 Year-End Estate Planning Update |
Much Shelist, P.C. |
| Dec 3 2021 |
House Bill Proposes Changes for Estate Planning Under the Build Back Better Act; Senate Yet to Act |
Varnum LLP |
| Nov 22 2021 |
2021 Year-End Estate Planning Advisory |
Katten |
| Nov 22 2021 |
Counsel Fee Award When Contesting A Will |
Stark & Stark |
| Nov 19 2021 |
Court Affirms Decision That Executor Applicant Was Unsuitable For That Position |
Winstead |
| Nov 19 2021 |
Court’s Order Ending Family Allowance To Decedent’s Wife Was Reversed Due To A Lack Of Notice To The Wife |
Winstead |
| Nov 12 2021 |
Mezhprom v Lenux (2021) : When Should Offshore Trustees Participate in Foreign Proceedings? |
McDermott Will & Emery |
| Nov 12 2021 |
Build Back Better Act I, II, III: Current Version and Trusts and Estates |
ArentFox Schiff LLP |
| Oct 29 2021 |
When Congress Says, “Never Mind”, Does It Mean It? The latest news regarding changes to the Gift and Estate Tax Laws. |
Davis|Kuelthau, s.c. |
| Oct 22 2021 |
Court Holds That Trust Owned Mineral Interests And Not The Settlor’s Wife |
Winstead |
| Oct 22 2021 |
Court Reverses Receivership In Trust Dispute Where It Failed To Require The Applicant To Post A Bond |
Winstead |
| Oct 21 2021 |
Can Your Ownership In Your Disadvantaged Business Enterprise Be Held in A Trust? |
Strassburger McKenna Gutnick & Gefsky |
| Oct 15 2021 |
Disappearing Act: What You Need to Know About the Estate and Gift Tax Provisions of the House Ways and Means Committee Tax Proposals |
von Briesen & Roper, s.c. |
| Oct 12 2021 |
Injunctive Relief to Prevent Monetary Damages in Estate Litigation |
Stark & Stark |
| Oct 11 2021 |
Court Reversed Trial Court On Interpretation Of Trust Regarding Per Stirpes Versus Per Capita Distributions |
Winstead |
| Oct 5 2021 |
Update - Tax Proposals of the House Ways and Means Committee: Reconciliation Bill to Target Trusts, Estates, and the Wealthy |
Winstead |
| Sep 27 2021 |
Big Changes on the Horizon for Clients |
Goulston & Storrs |
| Sep 22 2021 |
House Ways and Means Committee Proposed Tax Changes Impacting High-Net Worth and High-Income Individuals |
Nelson Mullins |
