News & Analysis as of

Dependents Beneficiaries

Stoel Rives LLP

Making Gifts this Year and Next

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As we head into the last quarter of the year, many clients are thinking about making gifts to their family members. It can also be a good time to plan to make gifts in January of next year....more

Cranfill Sumner LLP

Death Claim Series – How are the Benefits to be Distributed?

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Over the past several weeks, I have released a series of articles on North Carolina Workers’ Compensation Death Claims. The series has addressed the following five overarching issues...more

Williams Mullen

Annual Benefits Forum: How To Be an ERISA Superhero

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Williams Mullen Employee Benefits team share their superpowers and help you fight villains like noncompliance, penalties, and operational errors including; guarding against ineligible dependents with self-audit tips, decoding...more

Williams Mullen

[Webinar] Annual Benefits Forum: How To Be an ERISA Superhero - September 15th, 11:00 am - 12:30 pm EST

Williams Mullen on

Let the Williams Mullen Employee Benefits team share their superpowers and help you fight villains like noncompliance, penalties, and operational errors! You’ll be ready to: - Guard against ineligible dependents with our...more

Adler Pollock & Sheehan P.C.

Estate planning for young families - Flexibility is the key

Younger taxpayers are faced with a dilemma: Should they minimize gift and estate taxes through lifetime gifts? Or, should they keep assets in their estates to help ease the potential income tax burden on their heirs? The...more

McDermott Will & Emery

Amendments to Virtual Representation Statute Take Effect on January 1, 2015

McDermott Will & Emery on

There is increasing interest among trustees and beneficiaries to resolve disputes and modify trust documents without going to court. For many years, the primary mechanism to accomplish that in Illinois has been the Virtual...more

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