Finance & Banking Wills, Trusts, & Estate Planning Commercial Real Estate

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Joint And POD Accounts: Weapon of Choice Of Transferees When Exerting Undue Influence?

Joint And POD Accounts: Weapon of Choice Of Transferees When Exerting Undue Influence? by James F. McDonough, Jr. on October 1, 2013 Will contests alleging undue influence are not uncommon. A will was, for many years,...more

Treasury Releases Additional Guidance on Employer Mandate

Treasury Releases Additional Guidance on Employer Mandate by Gary S. Young on September 18, 2013 The deadline for Employers to comply with the “Employer Mandate” provisions of the Patient Protection and Affordable Care...more

New York Appellate Division Summaries; Real Estate.

Deed/Acknowledgment Trumps Parties Clause/Intent of Grantor: Owner, an individual, transferred property..... POA/Conveyance by Agent to Self/Will/Executor vs. Agent/Bank of America/Encumbrancer for Value/Deed Set Aside:...more

Commentary on October 24, 2012: Notice of Ways and Means Motion Relating to Tax Matters - Real Estate Investment Trusts

In a Notice of Ways and Means Motion tabled by the Minister of Finance on October 24, 2012 (the “NWMM”), there were a number of changes to the provisions of subsection 122.1 of the Income Tax Act (Canada) (the “Act”) dealing...more

McNees Insights-Asset Planning and Federal Taxation- Fall 2010

IN THIS ISSUE: What is Happening with the Federal Estate Tax?- Estate Planning and Marcellus Shale- Using IRA Proceeds to Invest in Real Estate and Other Alternative Investment Vehicles. Please see full newsletter below...more

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