Shari Levitan

Shari Levitan

Holland & Knight LLP

Contact  |  View Bio  |  RSS

Latest Publications

Share:

The Donald Sterling Case Provides Valuable Trustee Incapacity Insights - Establishing the Most Effective Instruments to Evaluate...

The ideal individual trustee has a wide variety of real world experience and judgment that can only be acquired over decades. Thus, many trustees are middle-aged or older at the start of their tenure. While some people remain...more

10/14/2014 - Fiduciary Duty Succession Planning Trustees Trusts

Revenue Ruling Confirms that IRS Will Recognize Same-Sex Marriages, But Not Civil Unions or Registered Domestic Partnerships

The recent U.S. Supreme Court decision inUnited States v. Windsor overturning Section 3 of the Defense of Marriage Act (DOMA) raised several questions regarding the federal tax treatment of same-sex couples. (See Holland &...more

9/10/2013 - Civil Unions DOMA Domestic Partnership Employee Benefits IRS Marriage Same-Sex Marriage SCOTUS Tax Benefits U.S. Treasury US v Windsor

United States v. Windsor: A New Direction in Planning for Same-Sex Couples

On June 26, 2013, the U.S. Supreme Court in United States v. Windsor1 overturned Section 3 of the Defense of Marriage Act ("DOMA"), which had defined marriage as a union between a man and a woman.2 As a result, married...more

7/10/2013 - Civil Unions Divorce DOMA Domestic Partnership Estate Planning Gift Tax Healthcare Income Taxes Marriage Prenuptial Agreements Same-Sex Marriage SCOTUS US v Windsor

The American Taxpayer Relief Act of 2012: What It Means for You

In the final hour of January 1, 2013, Congress passed The American Taxpayer Relief Act of 2012 (the "Act"), which in part addressed the dramatic sunset of favorable federal estate, gift and generation-skipping tax exemption...more

1/7/2013 - American Taxpayer Relief Act Capital Gains Dividends Estate Tax Fiscal Cliff Generation-Skipping Transfer Gift-Tax Exemption Grantor Trusts Tax Exemptions

4 Results
|
View per page
Page: of 1