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May 19, 2023 | The Legal Intelligencer

Practical Issues in the Portability of the Deceased Spousal Unused Exclusion Amount

At death, an individual who made no taxable gifts during life will have the entire basic exclusion amount remaining. An individual who made taxable gifts during life will have something less than the full basic exclusion amount remaining since a portion would have been applied to those lifetime gifts. In either event, the remaining basic exclusion amount, full or partial, will be available to apply against taxable transfers occurring at the individual's death.
9 minute read
May 05, 2023 | The Legal Intelligencer

PPVA: Attractive Products to the Ultra-Rich, But Challenging to the Sales Force

Private placement variable annuity investments may be the right choice for these extremely wealthy clients, as tax benefits and investment control are attractive aspects of those products.
8 minute read
May 01, 2023 | Texas Lawyer

Hurdle for Insurers: Intent to Deceive Required for Denying Life Insurance Policy

American National Insurance Co. asked the Texas Supreme Court to declare that the "intent to deceive" element is no longer good law.
5 minute read
May 01, 2023 | New Jersey Law Journal

Bar Report - May 1, 2023

The NJSBA's weekly report.
7 minute read
April 20, 2023 | Daily Report Online

2023 Southeastern Legal Awards Honorees Announced

The honors will be presented at a gala on June 22 at Flourish Atlanta.
4 minute read
April 20, 2023 | The Legal Intelligencer

Enforceability of Arbitration Provisions in Commercial Agreements

This article examines recent developments concerning the enforceability of arbitration provisions in commercial agreements and highlights emerging issues for practitioners to be aware of when reviewing such clauses and litigating arbitration disputes.
8 minute read
April 17, 2023 | Pro Mid Market

Who Got the Work: Dickie McCamey Attorneys Tapped in Securities Class Action Stemming From Ohio Derailment

R. Leland Evans and Scott A. Fenton of Dickie, McCamey & Chilcote have entered appearances for Norfolk Southern and its top officers in a pending securities class action.
3 minute read
March 30, 2023 | The Legal Intelligencer

I Have Moved to Florida: Is My Out-of-State Will Valid? If Not—What's Next?

With the influx of new residents comes many out-of-state wills drafted under varying state laws. Whether out of state wills are valid under Florida law is a question being addressed in probate matters more and more each year.
6 minute read
March 02, 2023 | New Jersey Law Journal

New Partners Yearbook 2023

Congratulations to these new partners, made and hired laterally over the past year.
52 minute read
March 01, 2023 | The Legal Intelligencer

Cryptocurrency Prominent Regulatory Update: Part 2

As cryptocurrencies declined in value during 2022, state and federal regulators stepped up their enforcement efforts to regulate these evolving currencies.
8 minute read

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