| Oct 27 2023 |
Court Rules That There Is No Right to a Jury Trial in a Trust Modification Suit and Affirms the Modifications of a Trust |
Winstead |
| Oct 20 2023 |
Guardianship vs. Power of Attorney: What Do I Need? |
Stark & Stark |
| Oct 20 2023 |
How to Solve Estate Planning Challenges: Q&A with Lindsey Paige Markus of Chuhak & Tecson, P.C. |
The National Law Review / The National Law Forum LLC |
| Oct 18 2023 |
Proposed Bipartisan Legislation on Opportunity Zones and Qualified Opportunity Funds Would Extend the Investment and Gain Deferral Period By Two Years and Permit Investment in a Fund of Funds |
ArentFox Schiff LLP |
| Oct 12 2023 |
The Pitfalls of Probate and Why to Avoid It OR Proactive Planning Can Save You from Probate |
Chuhak & Tecson, P.C. |
| Oct 10 2023 |
Court Affirms Receivership In Trust Case Based Solely On An Alleged Failure To Disclose And Did Not Require Traditional Equitable Requirements For Receivership Relief |
Winstead |
| Oct 10 2023 |
Increasing the Available Gift and Estate Tax Exemption for a Surviving Spouse |
Blank Rome LLP |
| Oct 6 2023 |
Estate Tax Changes Included in New Massachusetts Tax Relief Package |
Mintz |
| Oct 4 2023 |
Massachusetts Doubles Estate Tax Threshold as Part of $1 Billion Tax Reform Act |
Goulston & Storrs |
| Oct 4 2023 |
To Trust, or Not to Trust: That Is the Question |
Blank Rome LLP |
| Oct 3 2023 |
The Corporate Transparency Act: Through a Family Office Lens |
K&L Gates LLP |
| Oct 2 2023 |
Court Reversed Summary Judgment And Held That There Was A Fact Issue On Whether The Testator Had Mental Capacity To Execute A Will |
Winstead |
| Sep 28 2023 |
IRS Disallows Step-Up in Tax Cost Basis for Assets Held by an Irrevocable Grantor Trust |
Blank Rome LLP |
| Sep 21 2023 |
Estate Administration – The Not-So-Hidden Exception to Self-Dealing Prohibitions |
ArentFox Schiff LLP |
| Sep 19 2023 |
Successfully Dividing Business Assets in a Marital Divorce: Creative Options for Valuing and Dividing Private Company Interests |
Bradley Arant Boult Cummings LLP |
| Sep 12 2023 |
Don’t Wait until Time Is Up |
Blank Rome LLP |
| Sep 11 2023 |
Court Holds That an Order Was Not Final for Appeal Where There Was Still an Issue of Intestancy Remaining to Be Determined |
Winstead |
| Sep 6 2023 |
Court Affirms Finding Of An Oral Trust And Breach Of Duty By The Trustee |
Winstead |
| Sep 6 2023 |
Gimme Shelter: General Trust Planning for Future Generations |
Ward and Smith, P.A. |
| Sep 1 2023 |
Soaring Estate and Gift Tax Exclusions and GST Tax Exemption Offer Temporary Window for Maximizing Wealth Transfer |
McDermott Will & Emery |
| Sep 1 2023 |
SEC Adopts Significant New Rules for Private Fund Advisers |
Dinsmore & Shohl LLP |
| Sep 1 2023 |
Expanded Federal Tax Exclusions and Exemptions Mean Greater Opportunities for New Yorkers |
McDermott Will & Emery |
| Aug 30 2023 |
SEC Enacts Significant Compliance Reforms for Advisers to Private Funds |
Polsinelli PC |
| Aug 28 2023 |
SEC Adopts New Private Funds Rules: Key Takeaways for Private Fund Advisers and Investors |
Foley & Lardner LLP |
| Aug 27 2023 |
Court Affirmed Order Removing A Power Of Attorney Agent For Breaches Of Fiduciary Duty |
Winstead |
| Aug 27 2023 |
Court Affirms Order Voiding Marriage Between Decedent And His Niece |
Winstead |
| Aug 25 2023 |
Gifts That Keep on Giving |
Ward and Smith, P.A. |
| Aug 22 2023 |
The Beginner’s Guide to Trust Accounting |
Bill4Time |
| Aug 15 2023 |
Court Affirmed Temporary Injunction Precluding a Surviving Spouse from Acting as Trustee of a Trust |
Winstead |
| Aug 15 2023 |
Ten Minute Interview: Recent Legal Developments and What They May Mean For You [VIDEO] |
Foley & Lardner LLP |
| Aug 10 2023 |
UK Real Estate Ownership and The Implications of The Economic Crime (Transparency and Enforcement) Act |
K&L Gates LLP |
| Aug 10 2023 |
Duty of Power of Attorney to Account |
Stark & Stark |
| Aug 8 2023 |
Is Your Estate Plan Past Due for a Check-Up? |
Ward and Smith, P.A. |
| Aug 4 2023 |
Prospective Beneficiaries of Will Lack Privity to Sue Trusts and Estates Lawyer for Negligence |
Goulston & Storrs |
| Aug 4 2023 |
Court of Appeals Deems Transfer of Residential Property to Be Compensation for Caregiving, Not a Gift |
Goulston & Storrs |
