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The Legal Intelligencer

2022 Year-End Tax Planning Guidance: Some Key Issues to Consider

It's time for our annual year-end tax planning tips. Hopefully some of our readers have already started to think about (or better yet, implement) year-end planning.
9 minute read

The Legal Intelligencer

Attorney's $35K Misappropriation of Estate Funds Leads to 4-Year Suspension by Consent

The ODC's audit of financial records revealed that the attorney paid himself $4,250 for "legal fees" in February 2019 and exceeded 200 ATM withdrawals. Some of the withdrawals were taken without an identifying the purpose, and he also made debit card purchases from Sunoco, TGI Fridays, Verizon, Progressive Insurance, and the Philadelphia Parking Authority.
3 minute read

Daily Business Review

A Primer for Your Clients With Disabilities or Your Clients With Children With Disabilities

Supplemental, aka special needs trusts (SNTs), are an excellent vehicle to hold assets for persons with disabilities. This article discusses the different types of SNTs, the benefits and implications of SNTs and the accounting requirements of SNTs.
7 minute read

Daily Report Online

Into the Unknown: A Declassified Road Map for Navigating Death Claims for Employers and Insurers

The biggest question is: How much are we obligated to pay upon a compensable death claim and for how long?
7 minute read

New York Law Journal

A Review of Notable Decisions as the Year Ends

The Surrogate's and Appellate courts throughout the state weighed in on issues significant to the estate practitioner.
7 minute read

New York Law Journal

More Reasons To Use Florida as a Destination for Trusts

The potential to obtain a full step-up in cost basis for trust assets regardless of which spouse predeceases creates significant opportunity for investors, owners of valuable real estate and those who have simply seen appreciation in marketable securities over time.
7 minute read

Daily Business Review

Designing a Tax-Efficient Structure to Own Fine Art Is Itself a Masterpiece

The popularity of art as an asset class has been increased steadily over the years, and nothing is stopping that steady growth trend.
3 minute read

Daily Business Review

Estate Planning Gone Afoul—What Is Needed to Raise the Presumption of Undue Influence?

One consolation to a family after the passing of a loved one is to honor his or her wishes. But what happens when those wishes have been unduly influenced and altered based on the frail state of your loved one? Does Florida law provide a remedy?
4 minute read

The Recorder

Duane Morris Picks Up 6-Lawyer Team as DLA Piper Exits Trusts and Estates Work

The 13-person private client team marks a continuation of Duane Morris' recent growth in California, as well as an end to DLA Piper's trusts and estates presence.
3 minute read

New York Law Journal

Accountings in Estate and Trust Proceedings, Part I: Informal Accountings

This article, the first in a series, discusses settling fiduciary accounts informally rather than the fiduciary being compelled pursuant to SCPA §2205 or through the voluntary judicial settlement process as prescribed in the SCPA §2210.
10 minute read

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Legal Speak is a weekly podcast that makes sense of what’s happening in the legal industry.

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