Wills, Trusts, & Estate Planning

Read Administrative Law updates, alerts, news, and legal analysis from leading lawyers and law firms:

News & Analysis as of May 22, 2013

Municipal Pensions II: Do Survivors' Pensions Increase Whenever the Salary For the Position Does?

by Kirk Jenkins | Sedgwick LLP on 12/15/2012

Our previews of the new civil cases granted review at the end of the Illinois Supreme Court’s November term continue with Hooker v. Retirement Fund of the Firemen's Annuity and Benefit Fund of Chicago,. Hooker poses the...more

No Early Appeal on the New Mexico Public Trust Climate Case

by Foley Hoag LLP - Environmental Law on 7/19/2012

For those of you following the public trust climate litigation in New Mexico, Judge Sarah Singleton has now issued a written decision denying the state’s motion to dismiss the case. There is no discussion of the issues, but...more

Too Late (Part 2): Can Your Fees Request Wait?

by Sedgwick LLP on 6/20/2012

Earlier today, we previewed Bjork v. O'Meara, a case about the perils of challenging a will too late. Now we preview a case about timing your claim for attorneys fees: Rodriquez v. Department of Financial and Professional...more

Wealth Management Update -- February 2012

by Proskauer Rose LLP on 2/28/2012

In This Issue: - February Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - IRS Issues Notice 2011-101 - IRS Issues Final Form 8938 -...more

Tax Topics - February 16, 2012

by Dentons on 2/16/2012

In This Issue: Settlment Offers: CIBC World Markets Inc. v. Her Majesty The Queen Requirement to Provide SIN/BN on T5 - 3 Volunteer Rewards Program - 3 New Smart Chart Added - 4 Recent Cases...more

Changes in Arizona’s Estate and Probate Law Statutes and Rules

by Rowley Chapman & Barney, Ltd. on 2/15/2012

During the past few months, approximately 47 statutes have changed or have been added to Arizona’s Probate Code, dealing with probate estates, guardianships, and conservatorships, taking effect on January 1, 2012....more

John Doe Summons Issued on Suspected California Tax Evaders

by Darrin Mish, Tampa Tax Attorney on 12/22/2011

A federal court judge has granted permission for a John Doe summons requested by the IRS to be served on California’s Department of Equalization (DOE) seeking information on taxpayers who allegedly tried to evade taxes when...more

Suspect Expert Appraisal Risks Total Taxpayer Loss

by Charles (Chuck) Rubin on 4/14/2011

Numerous tax consequences flow from the value of property. Principal examples include charitable contribution deductions, estate taxes, and gift taxes. Absent a contemporaneous sale of the subject property to unrelated...more