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United States

Proposed Changes To Federal Tax Code Affecting Tax And Wealth Management Clients

Schnader Harrison Segal & Lewis LLP

On September 13, 2021, the U.S. House Ways and Means Committee (the "Committee") released a draft of proposed changes to the federal tax code, including significant changes affecting trusts, estates, ...

Injunctive Relief To Prevent Monetary Damages In Estate Litigation

Stark & Stark

In general, a party is only entitled to injunctive relief if they can demonstrate that the damages for which they seek redress are not compensable by an award of monetary damages.

Ohio Court Of Appeals Determines Due Diligence To Find Heirs Under Marketable Title Act And Service By Publication Were Sufficient To Uphold Default Judgment

Porter Wright Morris & Arthur

The trial court denied the motion and the defendant appealed.

"Build Back Better" Agenda May Undermine Or Eliminate Common Estate Planning Techniques

Buchanan Ingersoll & Rooney PC

Thankfully, steps can be taken now, before enactment of final negotiated provisions, to lessen or avoid the impact of these changes, but the window of opportunity may be rapidly closing.

Wealth Management Update

Proskauer Rose LLP

October 2021 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts

House Ways And Means Committee Tax Plan Proposes Changes To Estate Planning

Holland & Knight

The House Committee on Ways and Means' proposed tax plan to pay for the $3.5 trillion infrastructure bill includes a number of significant changes to current estate planning opportunities.

Proposed Tax Legislation Would Dramatically Impact Private Wealth Planning

Katten Muchin Rosenman LLP

The House Ways and Means Committee recently proposed new draft federal tax legislation that would dramatically affect the Private Wealth area. Many of the changes are time sensitive.

House Ways And Means Committee Throws Its Hat Into The Estate Tax Reform Ring

Reinhart Boerner Van Deuren s.c.

Recently, the House Ways and Means Committee released its proposal to fund the $3.5 trillion "Build Back Better" reconciliation spending package. As expected, the proposal takes aim at several estate planning...

It's Not Too Late: 3 Estate Planning Tips If You're Selling Your Business In 2021

Williams Weese Pepple & Ferguson

Current Conditions Motivating Business Owners to Sell. Post-pandemic market optimism, coupled with the specter of changes to the tax laws in 2021, present a unique climate of urgency in deciding whether to sell a business.

Succession Planning For The Family-Owned Business—Keepin' It ‘All In The Family'

Warshaw Burstein

The financial repercussions of the worldwide pandemic on family-owned businesses has been widely documented.

New Law Requirements For Powers Of Attorney In New York State

Warshaw Burstein

Effective June 13, 2021, New Yorkers are now required to use a new power of attorney form.

Personal Planning Strategies

Proskauer Rose LLP

You have probably heard that the House Ways and Means Committee released proposals for increasing gift and estate taxes in order support legislation being advanced by the Democratic majority in Congress.

Debunking Estate Planning Myths In 2021

Shutts & Bowen

Common estate planning misconceptions, as well as a lack of focus on legacy planning, have resulted in a number of common myths which have led people to believe that an estate plan is unnecessary.

Written Disclosure Requirements For Attorney Fees In Trust And Estate Administrations

Shutts & Bowen

House Bill 625 (2021), sponsored by Representative Clay Yarborough, R–Jacksonville, amends Sections 733.6167 and 736.1007 of the Florida Statutes to provide that if an attorney...

Counsel Fees In Probate Litigation, Even If Unsuccessful

Stark & Stark

In previous blogs, I have discussed an award of counsel fees to a plaintiff who successfully contested a last will and testament. In a recent appellant division decision, the ...

IRS Adds A Potential Self-Dealing Transaction To The No-Rule List

Holland & Knight

The IRS has issued Revenue Procedure 2021-40, 2021-38 IRB 1, adding a private foundation issue to the list of those areas on which the IRS will no longer issue private letter rulings or determination letters.

Is Your Revocable Trust Fully Funded?

Ostrow Reisin Berk & Abrams

If your estate plan documents make use of a revocable trust, also known as a "living trust," you need to ensure that the trust is fully "funded." When properly structured, revocable trusts can provide significant benefits,..

Cozen O'Connor Expands Private Client, Trusts And Estates Group With Six New Attorneys; Opens New South Florida Office In Boca Raton

Cozen O'Connor

Boca Raton, Fla. – September 2, 2021 – Cozen O'Connor strengthened its Private Client, Trusts and Estates Practice in South Florida with the addition of six attorneys.

Opinion: Don't Let The Cries Of Our Afghan Allies Fall Silent

Taft Stettinius & Hollister

As an Air Force veteran who served in Afghanistan, I want to share something that is happening now, that may not be very visible. This isn't about whether it was time to leave Afghanistan or not.

E-Signature Guide: Americas

Ally Law

The European Union and more than 60 nations (and counting) have passed laws and regulations regarding electronic signatures and digital transactions.

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