| Jul 7 2020 |
A Socially Distanced Ceremony: Virtual Execution of Estate Planning Documents |
McDermott Will & Emery |
| Jul 7 2020 |
Mid-Year Safe Harbor Design Changes in a COVID-19 World |
Jackson Lewis P.C. |
| Jul 7 2020 |
Internal Revenue Service Provides Temporary Relief and Other Guidance on Mid-Year Reductions of Safe Harbor Contributions to 401(k) Plans due to COVID-19 |
Proskauer Rose LLP |
| Jul 7 2020 |
FCA victory against law breaking pension introducers |
Squire Patton Boggs (US) LLP |
| Jul 3 2020 |
What Did He Say? A Court Reverses A Statutory Probate Court’s Order Because There Was No Record |
Winstead |
| Jul 3 2020 |
Court Holds That Decedent’s Residence Was Homestead That Was Exempt From Claims Against Her Estate |
Winstead |
| Jul 2 2020 |
ERISA Pension Plan Liability? 10th Circuit Rules in Favor of Foreign Parent of U.S. Subsidiary |
Ogletree, Deakins, Nash, Smoak & Stewart, P.C. |
| Jul 1 2020 |
Precious Metals Now Deemed Tangible Personal Property in Florida |
Proskauer Rose LLP |
| Jul 1 2020 |
Wealth Management Update: July 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intrafamily Loans and Split-Interest Charitable Trusts |
Proskauer Rose LLP |
| Jun 22 2020 |
Where’s the Will? Indiana Court of Appeals Reverses Trial Court’s Presumption of Revocation for Lost Will |
Faegre Drinker |
| Jun 19 2020 |
Companies Should Know When Their Customers Die: Court Rendered Judgment For An Estate Who Was Sued By An Annuity Company For Overpayments |
Winstead |
| Jun 18 2020 |
Indiana Court of Appeals Affirms That Will Was Product of Undue Influence |
Faegre Drinker |
| Jun 17 2020 |
Probating a Copy of a Will if Original Can't Be Found |
Stark & Stark |
| Jun 16 2020 |
Supreme Court Holds Defined Benefit Plan Participants Lack Standing to Sue Over Allegedly Imprudent Investment Decisions |
Epstein Becker & Green, P.C. |
| Jun 14 2020 |
Texas Court Held A Claim For An Heirship Proceeding Was Barred By Limitations Even Though A New Statute Provides For No Limitations For Heirship Proceedings |
Winstead |
| Jun 14 2020 |
Court Rejected A Trustee’s Objection To Personal Jurisdiction In His Individual Capacity But Affirmed The Objection In His Capacity As Trustee |
Winstead |
| Jun 11 2020 |
Webinar: Your College-Aged Child is an Adult. Now What? |
Ward and Smith, P.A. |
| Jun 11 2020 |
Insights on Estate Planning | Part I: 2020 Estate Planning Opportunities [VIDEO] |
Wiggin and Dana LLP |
| Jun 10 2020 |
Special Needs Spotlight Webinar Series: Integrating Financial & Legal Planning for Families with a Child with a Disability |
Norris McLaughlin P.A. |
| Jun 8 2020 |
New York Estate Tax and Its Dreaded “Cliff” |
Wiggin and Dana LLP |
| Jun 4 2020 |
Texas Supreme Court Holds That There Was No Trust Protecting Church Assets And A Withdrawing Faction Was Entitled To Those Assets |
Winstead |
| Jun 3 2020 |
Is it Time to "Use it or Lose it?" |
Ward and Smith, P.A. |
| May 31 2020 |
Court Affirmed A Trial Court’s Holdings On The Removal Of A Trustee, The Trustee’s Discretion To Construe A Trust, A Trustee’s Advice Of Counsel And In Terrorem Defenses, And The Termination Of A Trust |
Winstead |
| May 29 2020 |
New Electronic Delivery Option for ERISA Retirement Plan Information (US) |
Squire Patton Boggs (US) LLP |
| May 29 2020 |
Non-Residents Owning Real Estate in Connecticut – Possible Strategy for Minimizing Tax |
Wiggin and Dana LLP |
| May 29 2020 |
Department of Labor Finalizes New Safe Harbor for Electronic Delivery of Retirement Plan Disclosures |
Proskauer Rose LLP |
| May 28 2020 |
Lack of Data Impacts Efforts to Fight Pensions Scams |
Squire Patton Boggs (US) LLP |
| May 22 2020 |
Administering A Trust In A Recession: Securing Loans For Beneficiaries |
Winstead |
| May 21 2020 |
Grantor Retained Annuity Trusts (GRATS) |
Wiggin and Dana LLP |
| May 21 2020 |
IRS Provides Tax Relief Relating to Travel Disruptions Due to the COVID-19 Pandemic |
Mintz |
| May 14 2020 |
COVID-19 Ate My Homework – Recent Extensions and Relief for Retirement Plans |
McDermott Will & Emery |
| May 13 2020 |
Magistrate Suggests Dismissing A Settlor’s Claim Against Trust Protector Because Of A Lack Of Fiduciary Duty |
Winstead |
| May 13 2020 |
Court Held That Statutory Probate Court Had Jurisdiction To Grant A Rule 202 Pre-Suit Deposition |
Winstead |
| May 11 2020 |
Weekly IRS Roundup May 4 – May 8, 2020 |
McDermott Will & Emery |
| May 8 2020 |
IRS Clarifies Stimulus Checks Sent to Deceased Taxpayers Must Be Returned |
Davis|Kuelthau, s.c. |
