Here's a quick recap of some of the most widely read estate planning updates, insights, and commentary published on JD Supra throughout 2023. We, ahem, trust you'll find interesting and useful:
- A Guide to the Corporate Transparency Act for Individuals with Closely-Held Businesses and State-Monitored Entities Created for their Estate Planning – by Mark Christopher, Vaishali Goyal at Goulston & Storrs
- [Video] Authorization for Final Disposition – by Shanna Yonke at Ruder Ware
- Armor Up! Protecting Your Estate Plan with a Human Touch – by Sean McKissick at Downey Brand
- Glossary of Estate Planning Terms – by Kristin Matsko, David Riedel, Kathryn Windsor at Adler Pollock & Sheehan
- IRS Increases Annual Gift and Estate Tax Exclusions in 2023 – by Rebecca Bowen at ThompsonMcMullan
- You “Placed Your Trust” In New York? You May Be Sorry You Did – by Louis Vlahos at Rivkin Radler
- Navigating Charitable Bequests: Risks and Rewards for Early Planning – by Stephanie Hood at Farella Braun + Martel
- Texas Supreme Court Holds That The Incorporation Of AAA Rules Can Delegate Scope Issues To The Arbitrator, Which May or May Not Impact Trust And Estate Disputes – by David Fowler Johnson at Winstead
- Potential Changes Threaten Estate Planning Strategies, Create Urgency to Act – by Keith Phillis at DarrowEverett
- Nine Ideas to Avoid the Effect of Measure ULA - The New Mansion Tax – by Geoffrey Gold at Ervin Cohen & Jessup
- Step-Up in Basis and Why It Matters in Estate Planning – by attorneys at Chambliss
- MA Estate Tax Update: Major First Step as House Approves $2M Estate Tax Exemption – by Patricia Malley, Sofia Martinez-Guasch, and Debra Rahmin Silberstein, Esq. Ph.D. at Burns & Levinson
- Transfer on Death Beneficiary Designations for Financial and Real Property Assets – by James O'Neill at Blank Rome
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Follow JD Supra's Estate Planning channel for fresh analysis and commentary, written by humans no less, as it is published throughout the year.
