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New York Law Journal

Unpleasant Surprises When a Foreign National Dies Owning Property in New York

The purpose of this article is to alert practitioners to how easily a foreigner's New York estate can be compelled to bring a proceeding in a New York Surrogate's Court and owe federal (and sometimes state) estate taxes, all of which add significant expense and delays before beneficiaries can receive the New York property.
9 minute read

The Legal Intelligencer

Dilworth Acquires Suburban Phila. Trusts & Estates Boutique

In addition to adding on one partner, two associates, and four staff members, Dilworth is taking over Yorkway Law Group's leases in Jenkintown, Feasterville and Doylestown.
4 minute read

New York Law Journal

The Importance of Flexibility to the Trusts and Estates Attorney

Michael S. Schwartz, chair of the Trusts and Estates Law Section, writes: As estate planning attorneys, we are taking that concept of flexibility and building it into our client's estate plans. That is because the estate tax laws are in a period of significant flux.
3 minute read

Daily Business Review

Cole Schotz Faces Negligence Lawsuit Over Associate's Work in Restaurant Lease

A restaurant owner claims he hired Cole Schotz and an associate to document a verbal agreement, with no engagement letter.
3 minute read

The Legal Intelligencer

Keystone State Strengthens Its Irrevocable Trusts With Grantor Trust Rules

This new act simplifies the rules for irrevocable trusts to mirror those in other jurisdictions, and it provides an opportunity for grantors to plan for new irrevocable trusts, and for grantors, trustees, and beneficiaries to review certain existing irrevocable trusts.
6 minute read

New York Law Journal

Tax Reform Act of 1969: A Remembrance

In his Estate Planning and Philanthropy column, Conrad Teitell reflects on the Tax Reform Act of 1969, as he has been doing in recent years during the month of December, and shares a memory associated with the subject.
2 minute read

Daily Business Review

Day Pitney Lands Trusts & Estates Attorney From Akerman in Miami

Melissa Rodriguez spent five years at Akerman as an associate before making the jump to Day Pitney, where she'll serve as a partner.
3 minute read

The Legal Intelligencer

2023 Year-End Tax Planning Guidance and Tips

As we reach the end of the year, it is a good time to focus on addressing year-end tax planning. At this late juncture, many of our clients (and, hopefully, readers too) have already started to implement or, at least, think about year-end planning.
9 minute read

Connecticut Law Tribune

Defense Counsel Seeks $98,000 in Reimbursement of Legal Fees

According to the complaint, the plaintiff "repeatedly" asked the defendant to reimburse attorney fees and costs from the prior action, but no action has been taken and communication between the parties has not occurred since June 27.
3 minute read

Texas Lawyer

Disputed Naming Rights to a Library Persist in Courts After 3 Decades

The opinion, written by Justice Rosa Lopez Theofanis, agreed with the Hugheses' lawyers that the claim accrued in 2011 when the commissioners court named the library after the Stephenses.
5 minute read

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