News & Analysis as of

Gifts

Winstead PC

Texas Supreme Court Holds That A Settlor And Third Party Did Not Have To Fund Stock Into A Trust Where It Was Contingent On The...

Winstead PC on

In Inwood Nat’l Bank v. Fagin, Christy Fagin, owner of over two million shares of Inwood Bancshares, Inc., which was her separate property, entered into a trust with her husband Kyle as the beneficiary. 706 S.W.3d 342 (Tex....more

IR Global

Planning for their Future: All creatures great and small

IR Global on

It is estimated that the global pet population is around 1 billion and just over 50% of the population of the United Kingdom own a pet....more

Latham & Watkins LLP

Increased FINRA Gift Limit to Become Effective March 30

Latham & Watkins LLP on

The amended Gifts Rule marks the first adjustment since 1992 and codifies longstanding guidance on gift valuation, aggregation, and exclusions with minor adjustments....more

Lewitt Hackman

Importance of Keeping Gift Receipts in a California Divorce

Lewitt Hackman on

With Valentine’s Day over, couples may have already eaten the chocolate and thrown away the flowers often associated with the holiday, but the thoughtful gifts they exchanged remain. What happens to those gifts if the holiday...more

Holland & Knight LLP

FINRA Triples Long-Standing Annual Gift Limit

Holland & Knight LLP on

The U.S. Securities and Exchange Commission (SEC) on February 12, 2026, approved the Financial Industry Regulatory Authority's (FINRA) amendment to Rule 3220 (Influencing of Rewarding Employees or Others), commonly referred...more

Skadden, Arps, Slate, Meagher & Flom LLP

Love in the Political Air: Analyzing Political Law Concerns Involving Romantic Relationships

With Valentine’s Day in mind, “The Lobby Bar” co-hosts Charlie Ricciardelli and Tyler Rosen want to ensure personal relationships are not triggering political law violations. Tune in for the latest episode of the podcast as...more

Hogan Lovells

A New Holiday Playbook: AI, Sustainability, and the Evolving Retail Landscape - Retail and Fashion Holiday Guide 2025

Hogan Lovells on

Introduction - As the holiday season ushers in its busiest months, retailers and fashion brands are confronting a marketplace reshaped by rapid technological disruption, shifting regulatory expectations, and increasingly...more

Bowditch & Dewey

Top Strategies for Gifting Wealth This Holiday Season

Bowditch & Dewey on

It’s the season of giving, which may prompt parents to consider the best ways to give a portion of their wealth to their children or extended family members. Whether it’s to help in critical life moments, such as buying a...more

Hogan Lovells

New Portal for Section 117 Foreign Gift and Contract Reporting Underscores Continued Focus on Foreign Influence in U.S. Higher...

Hogan Lovells on

On December 1, 2025, the U.S. Department of Education (ED) issued an Electronic Announcement informing institutions that a new portal will be launched in advance of the next Section 117 reporting deadline. ED will offer a...more

McGuireWoods LLP

Renewed Scrutiny: Intensified Oversight of Foreign Gifts, Contracts and Ties in U.S. Higher Education

McGuireWoods LLP on

The Trump administration is placing increased emphasis on oversight of foreign gifts, contracts and connections with colleges and universities in the United States. Newly announced reporting mechanisms and statutory changes...more

Skadden, Arps, Slate, Meagher & Flom LLP

Federal Shutdown: Complying With Political Law Filings and Gift Rules

As a result of the government shutdown, many federal agencies are operating at reduced staffing levels, making it difficult to contact agency staff regarding questions or technical difficulties when complying with required...more

Lasher

Can I Recoup the Cost of my Wedding if I Get Divorced?

Lasher on

A divorce can change how people remember their weddings. Instead of reminiscing about the tender moments, they tend to fixate on the price tag. Here are notes on whether you can recover common costs of your wedding when you...more

Braumiller Law Group, PLLC

Hot Topics in International Trade - October 2025 - The End of De Minimis Section 321 Clearances

Prior to August 29 of this year, 19 USC 321 – popularly known as a Section or de minimis clearance – allowed imported shipments valued at less than $800 to enter the US free of duty and entry requirements. The idea behind...more

Holland & Knight LLP

A Look at the Tax Implications of Gifting Qualified Small Business Stock

Holland & Knight LLP on

In general, stock must be acquired at "original issuance" from the corporation in order to qualify for qualified small business stock (QSBS) treatment under Internal Revenue Code (IRC) Section 1202. As discussed in a previous...more

Foster Garvey PC

One Big Beautiful Bill Act, H.R. 1 – 119th Congress (2025-2026): Part VII – The Rules Relating to the Deductibility of Individual...

Foster Garvey PC on

In this seventh installment of my multi-part series on the One Big Beautiful Bill Act (the “Act”), I discuss provisions of the Act that impact the deductibility of individual charitable gifts under Code Section 170....more

Barnea Jaffa Lande & Co.

Sibling Share Transfers Tax-Exempt—even via Parents

A recent district court ruling broadened the interpretation of the statutory provisions governing exemptions from land appreciation tax and ruled that transfers of shares of a real estate association as a gift between...more

King & Spalding

FINRA Proposes Amendments to The Gifts Rule

King & Spalding on

On June 11, 2025, FINRA proposed amendments to Rule 3220 (Influencing or Rewarding Employees of Others) (the “Gifts Rule”) that would raise the annual gift limit per recipient to $250 from $100, as well as codifying...more

Kelley Drye & Warren LLP

[Webinar] Navigating the Maze of Influencer Marketing - June 4th, 1:00 pm - 1:30 pm EST

Join Kelley Drye for a fast-paced, practical webinar, “Navigating the Maze of Influencer Marketing.” This 30-minute session will cover what companies need to know to stay compliant with evolving FTC guidance, class action...more

Charles E. Rounds, Jr. - Suffolk University...

Fiduciary Litigators Beware: the Overlapping Coverage of the Uniform Trust Code and the Uniform Prudent Management of...

Some administered charitable gifts may qualify as “charitable trusts” under the Uniform Trust Code (UTC) and as “institutional funds” under the Uniform Prudent Management of Institutional Funds Act (UPMIFA). An “institutional...more

Holland & Knight LLP

Education Dept. Prioritizes Foreign Gifts and Contracts Enforcement for Colleges, Universities

Holland & Knight LLP on

The Trump Administration stated last week that it will prioritize compliance and enforcement against colleges and universities with respect to the U.S. Department of Education (ED)'s foreign gift, contract and ownership...more

Mayer Brown

Evaluation des titres de sociétés et libéralité entre sociétés liées

Mayer Brown on

Dans un arrêt du 6 mars 2025, la Cour administrative d'appel de Bordeaux s'est prononcée sur la méthode mathématique d'évaluation de titres de SCI utilisée par l'administration, ainsi que sur la caractérisation d'une...more

Venable LLP

Federal Lobbying Disclosure Act Overview

Venable LLP on

The federal Lobbying Disclosure Act (LDA) requires entities that employ one or more in-house lobbyists to register with Congress. Both the employer and the in-house lobbyist are then responsible for filing periodic disclosure...more

Mandelbaum Barrett PC

Engaged this Valentine’s Day? Here’s What to Know About the Legal Side of Rings

Mandelbaum Barrett PC on

Valentine’s Day is all about love, celebration, and making lasting memories. For many couples, it’s also the prime time for proposals. According to The New York Post, February is one of the most popular months for...more

Akin Gump Strauss Hauer & Feld LLP

Ethics Changes for Trump Administration Appointees

In one of the first actions of his second term, President Trump rescinded the Biden ethics executive order for political appointees in the presidential administration. Unlike in 2017, President Trump has not yet issued his...more

International Lawyers Network

Buying and Selling Real Estate in Italy (Updated)

KEY FACTS OF REAL ESTATE ACQUISITIONS UNDER ITALIAN LAW - I. INTRODUCTION - This brief guide has the goal to provide legal explanation on the main aspects of the real estate transactions in Italy. II. REAL...more

293 Results
 / 
View per page
Page: of 12

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
- hide
- hide