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By Alex Anteau | March 4, 2024
Cardea, a wealth management firm valued at $175 million by the SEC last year, argued that the trial court had deprived it of its due process rights when it ruled on the issue before the company responded to the plaintiff's demand.
4 minute read
By Maria Dinzeo | March 1, 2024
"It's nebulous, and the more nebulous it gets, the more harm it's doing because it's not popular. And if you make it mean everything, then it means nothing," said Omeed Malik, president of the investment firm 1789 Partners.
6 minute read
By Mason Lawlor | March 1, 2024
This case was first surfaced by Law.com Radar, ALM's source for immediate alerting on just-filed cases in state and federal courts. Law.com Radar now offers state court coverage nationwide. Sign up today and be among the first to know about new suits in your region, practice area or client sector.
4 minute read
By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy | February 27, 2024
There are a number of prominent issues on the horizon for estate planners this year. In this article, we provide a brief overview of some of those issues, including the Corporate Transparency Act, rising interest rates, Pennsylvania recognition of irrevocable grantor trusts, pandemic-related probate delays and upcoming scheduled sunset of the historically large federal gift and estate tax exemption.
6 minute read
By Hugo Guzman | February 27, 2024
"Because this is such a new space, a lot of the proposals will be about more transparency, and about what companies are doing with AI, and how boards are overseeing risks," said Jamie Smith of the EY Americas Center for Board Matters.
6 minute read
By Greg Andrews | February 26, 2024
The private equity giant made the unusual disclosure to comply with conflict-of-interest rules that kicked in when Kirkland partner Reginald "Reg" Brown joined its board in 2020.
2 minute read
By Greg Andrews | February 26, 2024
The private equity giant made the unusual disclosure to comply with conflict-of-interest rules that kicked in when Kirkland partner Reginald "Reg" Brown joined its board in 2020.
2 minute read
By The Legal Intelligencer | February 20, 2024
In The Legal's Wealth Management, Trusts & Estates/Family Law special section, read about the significance of prenuptial agreements, mediation for divorce litigants and succession planning.
2 minute read
By Andrew J. Barron | February 15, 2024
While SNTs can be excellent planning tools, they are not the only option. Most states offer ABLE accounts—savings accounts that provide tax-free growth for individuals with disabilities without affecting eligibility for Medicaid, Supplemental Security Income (SSI) or other means-tested benefits.
6 minute read
By Hugo Guzman | February 9, 2024
An EY study of institutional investors found signals that "the paradigm of maximizing profits at the expense of worker satisfaction is being significantly challenged."
3 minute read
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