| Oct 25 2024 |
U.S. Government Accountability Office Investigating Use of Retirement Plan Data for Cross-Selling Financial Products |
Hunton Andrews Kurth |
| Oct 24 2024 |
Further Updates to the Massachusetts Estate Tax |
Goulston & Storrs |
| Oct 24 2024 |
Federal Grant Recipients and Applicants Face New and Increased Obligations to Disclose Potential Wrongdoing |
Bradley Arant Boult Cummings LLP |
| Oct 23 2024 |
5 Essential Documents for a Basic Estate Plan [Video] |
Varnum LLP |
| Oct 21 2024 |
REIT Dividend Planning for Year End |
Hunton Andrews Kurth |
| Oct 16 2024 |
A Grab Bag of Year-End Tips and Treats for Employers |
Foley & Lardner LLP |
| Oct 15 2024 |
Johnson & Johnson Case Sparks Concerns Over Future Excessive Health Fee Litigation |
Jackson Lewis P.C. |
| Oct 15 2024 |
IRS Issues FAQs Regarding Long-Term Part-Time Employees in 403(b) Plans |
Miller Canfield |
| Oct 15 2024 |
AI in Family Offices: Navigating the AI Frontier in Wealth Management and Fiduciary Liability |
ArentFox Schiff LLP |
| Oct 15 2024 |
SECURE 2.0 Act — A Bigger and (in Some Ways) Better Version of the SECURE Act |
Jones Walker LLP |
| Oct 11 2024 |
Dementia and the Forever Trustee: A Case for Age Limits? |
Wealth Care Lawyer |
| Oct 10 2024 |
Court Reversed A Summary Judgment On Whether A Power Of Attorney Agent For A Settlor Had The Authority To Change The Designation Of A Successor Trustees In A Trust Document |
Winstead |
| Oct 8 2024 |
Hiring Across the 49th Parallel: Traps for the Unwary for Cross-Border US-Canada Hires (Part II) |
Mintz |
| Oct 8 2024 |
The Executors’ Duty to Timely Administer an Estate – When Do I Get My Distribution? |
Stark & Stark |
| Oct 8 2024 |
GC Bootcamp for Family-held Business: Introduction to Estate Planning, Taxes & Family Offices [Video] |
Foley & Lardner LLP |
| Oct 4 2024 |
The California Transfer on Death Deed - An Overlooked Low-Cost Estate Planning Tool? [Podcast] |
Wealth Care Lawyer |
| Oct 3 2024 |
It’s A Fair Challenge! Penalty Decisions Examined |
Squire Patton Boggs (US) LLP |
| Oct 3 2024 |
The Latest Changes and Updates to SECURE 2.0 |
Varnum LLP |
| Oct 2 2024 |
Court Affirmed Order Reinstating Receivership While Case Was On Appeal |
Winstead |
| Oct 1 2024 |
The Importance of Including Revocable Trusts in Estate Planning |
ArentFox Schiff LLP |
| Oct 1 2024 |
Group Health Plan Sponsors Take Note: New Developments Relating to the Privacy and Cybersecurity of Plan Participants’ Health Information |
Bradley Arant Boult Cummings LLP |
| Sep 27 2024 |
Bespoke Charitable Remainder Trusts: Tailored to Your Clients’ Needs [Podcast] |
Wealth Care Lawyer |
| Sep 24 2024 |
Business Entities Formed for Estate Planning Purposes Have FinCEN Filing Deadline of January 1, 2025 |
Blank Rome LLP |
| Sep 24 2024 |
The Corporate Transparency Act Requires Reporting of Beneficial Owners |
Winstead |
| Sep 20 2024 |
Election 2024: Will Family Limited Partnerships Rise, Decline or Wither? |
Wealth Care Lawyer |
| Sep 18 2024 |
Court Affirmed A Judgment For An Estate Because The Personal Represented Participated In The Case |
Winstead |
| Sep 17 2024 |
The Sunset of the Doubled Estate, Gift, and GST Tax Exclusion Amounts After December 31, 2025 |
ArentFox Schiff LLP |
| Sep 13 2024 |
McDermott+ Check-Up: September 13, 2024 |
McDermott Will & Emery |
| Sep 13 2024 |
A Review of Estate Planning and Drafting Systems for Attorneys [Podcast] |
Wealth Care Lawyer |
| Sep 11 2024 |
Massachusetts District Court Permits 403(b) Plan Fiduciary Breach Claims to Proceed |
Proskauer Rose LLP |
| Sep 10 2024 |
Understanding Post-Bankruptcy Liquidation Trusts |
Mintz |
| Sep 10 2024 |
Court Reversed Summary Judgment on Whether a Person was the Current Trustee and on Certain Modification Claims but Affirmed Summary Judgment Rejecting Termination of the Trust and on Other Modification Claims |
Winstead |
| Sep 9 2024 |
Supreme Court Holds Life Insurance Proceeds Paid to Closely-Held Corporation to Fund Buy-Sell Agreement Increases Estate Tax on Deceased Shareholder’s Estate |
Polsinelli PC |
| Sep 7 2024 |
Trust Modification - By Book, Hook, and Crook [Podcast] |
Wealth Care Lawyer |
| Sep 6 2024 |
Would the Transfer of a Sanctioned Entity’s Shares to a Trust be Effective Enough to Ensure an EU Company’s Shares are No Longer Under the Control of, or Related to, a Sanctioned Shareholder? |
McDermott Will & Emery |
