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1
Wills & Estates: The Money Issue
Wendy Wolff Herbert was featured in the New Jersey Business magazine article, "Wills & Estates: The Money Issue."
United States
9 Jan 2017
2
Defining Rights In Blended Families
Every once in awhile, we see something that smacks of a hypothetical. Russell Wilson and his singer wife Ciara have announced that they are expecting (which is wonderful). She has a child by a former relationship with rapper Future. He has no children.
United States
28 Oct 2016
3
New Tax Regulations Will Impact High-Net-Worth Estate Planning
Those special valuation rules will eliminate or greatly curtail the discount that applies when a small piece of a business, with limited control and liquidation rights, is transferred.
United States
16 Sep 2016
4
‘Til Death Do Us Part…or Not.
In the recent case O'Hara v. Estate of John B. O'Hara, Jr., the Appellate Division reminded us that even though the death of a party to a marriage ends that marriage, it doesn't always end the divorce.
United States
14 Mar 2016
5
Form 8971 And Instructions Issued – How Do They Apply To Portability-Only 706 Filings?
Earlier this week, the IRS issued final Form 8971 and the related Instructions. The form is used to report the final estate tax value of property distributed from an estate.
United States
7 Feb 2016
6
An Alternative To Estate Tax Closing Letters
As detailed in our two previous posts in early July and a week ago, the IRS will no longer automatically be issuing estate tax closing letters.
United States
15 Dec 2015
7
Estate Tax Law Update: IRS Issues Final Regulations Authorizing Portability Of A Deceased Spousal Unused Exclusion (DSUE)
The Internal Revenue Service (IRS) has issued final regulations that may increase the amount of the gift tax exemption available to a surviving spouse.
United States
2 Nov 2015
8
Probate 101, Or Why You Need To Get Your Affairs In Order
Lamar Odom is in a world of hurt but hopefully on his way to recovery. The LA Times has published, tongue in cheek, that the worst thing about the situation is that the Kardashians will have more exposure.
United States
22 Oct 2015
9
Does An Estate Tax Portability Filing Trigger The New Section 6035 Basis Reporting Requirements?
As we reported last month, the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 imposes basis reporting requirements on executors for certain estates filing federal estate tax returns after July 31, 2015.
United States
5 Oct 2015
10
New Law Adds Estate Reporting Requirement And Requires Beneficiaries To Use Estate Tax Value As Basis
The Surface Transportation and Veterans Health Care Choice Improvement Act of 2015, which was signed by President Obama on July 31, includes a provision which increases the compliance burden for many estates.
United States
5 Oct 2015
11
Court Rejects "Legal Hocus Pocus" In Ruling That Family Members Are "Interested Persons" With The Right To Participate In Guardianship Proceedings
Earlier this month, Florida's Fourth District Court of Appeal released its opinion in the matter of Zelman v. Zelman, Case No. 4D14-1858 (4th DCA September 2, 2015).
United States
21 Sep 2015
12
The Purpose Of PELP: Protecting New Yorkers On The Edge Of Poverty From Losing Assets – And Making Them Feel Valued Along The Way
Fox Rothschild Partner Bridget La Rosa is a Planning and Estates Law Project (PELP) Volunteer. PELP is a clinic that provides legal services for low-income clients who might not otherwise be able to afford legal advice.
United States
1 Sep 2015
13
A Lesson In Paying Attention To Estate Documents & Designations
The decree of divorce, naturally terminated her status as a spouse. But the decedent never bothered to execute a beneficiary designation naming a substitute.
United States
7 Aug 2015
14
New Jersey Pet Trust Bill
A recent review by Jeffrey W. Pompeo of New Jersey's pet trust law was published in the New Jersey Law Journal, describing some of the deficiencies of the existing law.
United States
22 Jun 2015
15
News And Notes
Linda Enion was quoted in the Allegheny County Bar Association's Lawyers Journal article, "News and Notes."
United States
21 May 2015
16
Mikel: The Tax Court’s Latest Word on Crummey Powers
The Tax Court recently issued a memorandum decision in the case of Israel and Erna Mikel providing guidance on the efficacy of Crummey withdrawal rights in a unique fact pattern.
United States
6 May 2015
17
Will Power
Sandra Romaszewski was featured in the GX Magazine article "Will Power." A synopsis is below.
United States
30 Mar 2015
18
Tax Court Refuses Charitable Deduction Where Estate Failed To Permanently Set Aside Charitable Funds
In its recent decision of Estate of Belmont, 144 T.C. No. 6 (02/19/2015), the Tax Court held that an estate failed to meet the requirements under Internal Revenue Code Section 642(c)(2)
United States
23 Mar 2015
19
The Laterals Audit: This Month's Tax Attorney Moves
Fox Rothschild recently welcomed tax and estate planning partner Sabina Bramlett to its Dallas office.
United States
5 Mar 2015
20
Will Contests Part IV: Do Not Always Believe The Mediator
This is the fourth and final part of my series on will contests. I invite you to read parts I, II and III as well.
United States
25 Feb 2015
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