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Proskauer Rose LLP
The October applicable federal rate ("AFR") for use with a sale to a defective grantor trust, self-canceling installment note ("SCIN") or intra-family loan with a note having a duration...
Goodsill Anderson Quinn & Stifel
A trustee is responsible for managing trust assets on behalf of the beneficiaries. It is their responsibility to ensure the trust serves the purpose it was created for and that the trust assets are well managed.
Foley Hoag LLP
The Department of Labor ("DOL") recently issued a proposed amendment to prohibited transaction class exemption 84-14 (the "QPAM Exemption"). The QPAM Exemption permits an investment...
Fischel Kahn
A common misconception is that only wealthy families and people in high risk professions need to have an asset protection plan. But in reality, anyone can be sued.
Maples Group
Generally, access to alternative investments tends only to be available to and within financial reach of institutional investors.
Cadwalader, Wickersham & Taft LLP
Women in Fund Finance hosted a virtual fireside chat this week on "Navigation and the Redesign of the Future Workplace & Managing Teams Remotely."
ORBA
If you are seeking opportunities to improve your company's cash flow, consider a fixed asset or cost segregation study. Manufacturing is a capital-intensive industry...
Croke Fairchild Morgan & Beres LLC
In the United States, a rise in vaccination rates, falling unemployment and continued economic recovery have spurred a level of confidence not realized since before the onset of COVID-19.
Proskauer Rose LLP
March 2022 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
Vandenack Weaver Truhlsen
The process of selling a business can be very complex, impacted by things like who you are selling to, timeframe, and financial position.
Goodsill Anderson Quinn & Stifel
o you have future generations in mind when making your estate plans? Then having a simple will is not enough. Hoping the fortune will trickle down the family tree is taking things to chance...
Cadwalader, Wickersham & Taft LLP
The asset management industry has been sounding the alarm for some time about the risks and opportunities posed by climate change.
Proskauer Rose LLP
February 2022 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
Proskauer Rose LLP
December Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
Winstead PC
David Johnson presented his paper entitled "Fiduciary Litigation Update 2020-2021" to the Texas Bankers Association's Wealth Management & Trust Conference on September 30, 2021.
Katten Muchin Rosenman LLP
When the United States Investment Company Act and the Investment Advisers Act of 1940 came into force, assets under management were a mere $1 billion.
Haynsworth Sinkler Boyd
Gone are the days where organizations are mechanically evaluated based on balance sheets and book value alone. Tangible assets are now merely a piece of the corporate pie.
Proskauer Rose LLP
November 2021 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
Perkins Coie LLP
In our extensive examination of the requirements for Limited Derivatives Users under Rule 18f‑4(c)(4) we have tried to be conscientious in pointing out matters open to interpretation.
Ropes & Gray LLP
Secondaries deal volume reached unprecedented heights in 2021 as fund investors rebalanced their portfolios and fund managers tapped GP-led transactions...
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