News & Analysis as of

Executive Orders Estate Planning

Holland & Knight LLP

Let's Talk Cryptocurrencies and "Digital Assets": A Primer for Trust and Estate Lawyers

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By now, nearly everyone knows that cryptocurrency is digital money and cryptocurrency transactions are recorded in secure digital ledgers known as blockchains. But that doesn't even scratch the surface of this robust...more

Holland & Knight LLP

Planning for the Future: Estate and Tax Planning with Digital Assets

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Cryptocurrencies are becoming a larger component of investors' portfolios, especially for millennials and Generation Z, who collectively make up 94 percent of cryptocurrency buyers. While it may seemingly be too early for...more

Proskauer Rose LLP

Wealth Management Update - July 2020

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July 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intrafamily Loans and Split-Interest Charitable Trusts - The July Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs...more

Bass, Berry & Sims PLC

The COVID-19 Pandemic and Personal Planning

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The coronavirus (COVID-19) has impacted the lives of millions across the globe, causing the loss of loved ones and livelihoods and heightening concerns for health and personal and financial safety. In these uncertain times,...more

Rivkin Radler LLP

Estate Planning Documents May Now Be Witnessed and Notarized Remotely

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New York now permits remote witnessing of certain documents and expands standby guardian designations. Executive Order 202.14, dated April 7, 2020, amends several New York laws regulating the witnessing of documents to...more

Snell & Wilmer

Gift Tax and GST Tax

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On March 13, 2020, the President of the United States issued an emergency declaration in response to the ongoing COVID-19 pandemic. The Emergency Declaration instructed the Secretary of the Treasury to provide relief from tax...more

Dickinson Wright

Update on 2704 Proposed Regulations and Impact on 2016 Gift Tax Reporting

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Following the December 1, 2016 public hearing, the IRS reportedly began working on revisions to and clarifications of the new 2704 proposed regulations. While the uproar from the estate planning and accounting communities...more

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