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Downey Brand LLP

Daughter Liable for Interfering with Stepmother’s Inheritance

Downey Brand LLP on

Intentional interference with expected inheritance (IIEI) was recognized as a legal claim in California about eight years ago in Beckwith v. Dahl (2012) 205 Cal.App.4th 1039. Last week, the Court of Appeal issued the first...more

Farella Braun + Martel LLP

Estate Tax Planning for Large Company Stock Holdings: Four Tips for Using Record-High Lifetime Exemptions

- Annual inflation-indexing continues to increase the historically high lifetime exemption amount for gift, estate, and generation-skipping transfer taxes. Those of considerable wealth who have not yet made gifts, such as...more

Robins Kaplan LLP

[Webinar] Ripped from the Case Law - October 13th, 1:00 pm - 2:00 pm CT

Robins Kaplan LLP on

Producers, writers, and reporters have long been fascinated with high-stakes wealth, estate and trusts, and shareholder disputes. Whether tragic or comic, the drama between clients, families, business partners, as well as the...more

Charles (Chuck) Rubin

Florida Irrevocable Trust Amendment Mechanisms

Charles (Chuck) Rubin on

For many years, we have published a diagram that lists and provides information on the mechanisms under Florida law available to modify irrevocable trusts, both judicially and non-judicially. There have been 1000+ downloads...more

Farrell Fritz, P.C.

Intra-Family Loan: A Gift Alternative In Turbulent Times?

Farrell Fritz, P.C. on

Woe to Us? We live in strange times. The coronavirus pandemic hit the United States hard, the scientific community fears a second round later this year, and there have been wildly differing estimates over when an...more

Skadden, Arps, Slate, Meagher & Flom LLP

A Closer Look at Biden’s Tax Proposals

Former Vice President Joseph Biden has proposed a number of fundamental changes to the tax code over the course of his campaign. If he is elected president and if the Democrats keep control of the House of Representatives and...more

Dunlap Bennett & Ludwig PLLC

Does my Company Lose its S-Corp Election if a Shareholder Dies?

S-Corp tax treatment continues to be a popular choice for many business corporations as they seek favorable tax treatment of business income. The S-Corp status helps a corporation lessen its tax consequences by having income...more

Patton Sullivan Brodehl LLP

Navigating the LLC Jungle - I Know a Lawyer Podcast

A huge THANK YOU to Ryan Lockhart — an excellent tax and estate planning attorney and podcast host at the McKenna Brink Signorotti LLP law firm in Walnut Creek, California — for having me on the podcast as a guest! I am a...more

Charles (Chuck) Rubin

New Case on Loan vs. Gift

Charles (Chuck) Rubin on

In a low-interest rate environment, loans by wealthy parents to children often makes sense from a planning perspective. If the recipient can invest the proceeds and earn more than the low interest rate charged, the net profit...more

Gerald Nowotny

THE WONDER YEARS WEBINAR - LOAN REGIME METHOD OF SPLIT DOLLAR LIFE INSURANCE

Gerald Nowotny on

In this webinar you will find the answers to these important questions: 1) Why is the Loan Method of Split Dollar an important planning technique right now? 2) What is the financial and tax leverage of Loan Method Split...more

Schwabe, Williamson & Wyatt PC

When to Tune Up Your Estate Plan

Life is not stagnant; situations change and evolve. Your estate plan should reflect your current status and expected future status and desires. There are many life changes and developments that might warrant an update, which...more

Winstead PC

Court Affirmed Arbitration Decision Because Multiple Documents Regarding The Resignation And Appointment Of A Trustee Constituted...

Winstead PC on

In Ruff v. Ruff, a beneficiary of a trust sued a former trustee, and that dispute was sent to arbitration. No. 05-18-00326-CV, 2020 Tex. App. LEXIS 6344 (Tex. App.—Dallas August 11, 2020, no pet. history)....more

Murtha Cullina

Triaging Your Advance Health Care Directive

Murtha Cullina on

The COVID-19 pandemic has upended virtually all of our daily routines. Likewise, it has changed the way estate planning attorneys (and hopefully you) think about your Advance Health Care Directive....more

Gerald Nowotny

PRIVATE PLACEMENT LIFE INSURANCE WEBINAR

Gerald Nowotny on

Discussion Points: a. Why financial advisors and life insurance agents should be selling PPLI now. b. An overview of the current lay of the land in PPLI. c. The important tax rules of PPLI. d. Planning examples using...more

Robins Kaplan LLP

[Webinar] Representations of Wealth Planning and Conflict in Film and Literature: What Can We Learn from Such Depictions? -...

Robins Kaplan LLP on

Producers, writers, and reporters have long been fascinated with high-stakes wealth, estate and trusts, and shareholder disputes. Whether tragic or comic, the drama between clients, families, business partners, as well as the...more

Adler Pollock & Sheehan P.C.

The CARES Act: Recent Tax Law Changes May Affect Your Estate Plan

The Coronavirus Aid, Relief and Economic Security (CARES) Act is designed to provide tax relief to individuals and businesses struggling to make ends meet due to the COVID-19 pandemic. But this law may also have a...more

Dickinson Wright

Practical Estate Planning Tips That Are Often Overlooked

Dickinson Wright on

So you have gone through all of the work to get your estate planning documents finalized, you have had your signing meeting with your attorney, and now it is time to celebrate that you are done, right? In most cases, the...more

Foley & Lardner LLP

Estate Planning in 2020

Foley & Lardner LLP on

In December 2017, President Trump signed the Tax Cuts and Jobs Act (“TCJA”) into law. As a result, the lifetime gifting and estate tax exemption (“Estate Tax Exemption”), as well as the generation-skipping transfer tax...more

McDermott Will & Emery

[Webinar] Trust & Estate Controversy Virtual Forum | Offshore Roundup - September 24th, 12:00 pm - 1:00 pm EDT

McDermott Will & Emery on

Sarah Gabbai, Nicholas Holland, Lynsey McIntyre and Ziva Robertson will discuss recent vital regulatory and jurisprudential developments for international fiduciaries. The panel will discuss: - Reporting obligations...more

Berdon LLP

T&E TALK: Planning with the Increased Exemption Amounts, While they Last…

Berdon LLP on

The federal gift, estate, and generation-skipping transfer (“GST”) tax exemptions are currently at an all-time high of $11.58 million per individual for 2020 ($23.16 million for a married couple).   However, these increased...more

Varnum LLP

Liability and Ownership Succession of Aircraft

Varnum LLP on

Aircraft ownership and travel is an exciting hobby and business tool, but one that requires a substantial investment of time and resources. There are also risks involved, including legal responsibilities and liabilities. The...more

Berdon LLP

How Will The Presidential Candidates’ Tax Plans Impact Estate and Gift Taxes for Business Owners and High Net Worth Families?

Berdon LLP on

Biden’s estate tax proposal includes a reduction of the estate exemption, increased estate tax rates, and the removal of asset step-up in basis at death. The combination of these estate tax proposals with the COVID-19 impact...more

Ward and Smith, P.A.

Guardianship May or May Not Be an Answer

Ward and Smith, P.A. on

The COVID-19 situation has had many unwanted side effects. Among them are increased occurrence of depression, substance abuse, and mental illness. Additionally, our older population has been particularly impacted by the...more

Alston & Bird

Crystal Ball Gazing for the Federal Estate and Gift Tax After 2020 – Should I Act Now?

Alston & Bird on

Death and taxes may be certainties, but the fate of the estate and gift tax after this election is far from it. Our Wealth Planning Team asks the questions that need asking to help you decide how to plan for the future....more

Hardin Compliance Consulting LLC

The Devil is in the Details Part 8: Blue Sky Filings – Picking Your State

When making a private fund offering, many private fund managers know they have to file a Form D with the SEC to avoid registering their securities under Regulation D. However, state-specific blue-sky filing requirements also...more

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