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The Legal Intelligencer

Revisiting Estate Planning With IRAs and Qualified Retirement Plan Benefits

Despite the various simplifications, this special category of assets remains more complicated to plan for than most of the other assets that we must help our clients incorporate into their estate plans.
6 minute read

Daily Business Review

Big Law Migration and Population Boom Generating More Litigation in South Florida, as Kluger Kaplan Announces Hires

Though the arrival of multiple high-paying Big Law firms has intensified an already-intense talent war in South Florida, it has also led to positive developments for Kluger Kaplan.
5 minute read

Daily Business Review

Transferring Wealth to the Next Generation: Dos and Don'ts

Bringing up the topic of future wealth transfer sooner rather than later can be advantageous.
5 minute read

The American Lawyer

ABA Protests Legislation That Targets Lawyers' Work With Foreign Wealth

The bipartisan Enablers Act was introduced in the Senate on Monday. The ABA says the legislation's measures "will undermine the principle of lawyer-client confidentiality."
5 minute read

The Legal Intelligencer

Post-'Dobbs': Tips and Tactics for the LGBTQ+ Community, Part I

For years there was unfounded disbelief that Roe v. Wade could get overturned and now that it has been and that 50 years or well-settled precedent has been disturbed, we all still reeling and trying best to cope with what's the come.
9 minute read

New York Law Journal

'SECURE' Trust Planning

There is no one-size-fits-all approach in estate planning for retirement accounts in light of SECURE; the appropriate plan for each client must be determined on a case-by-case basis.
8 minute read

New York Law Journal

Surrogate's Court Decisions Abound in Summer Months

Addressed to such issues as standing, status, and the disqualification of counsel, the Surrogate's Court opinions discussed in this edition of Ilene Cooper's Trusts and Estates Update provide valuable guidance to the estate practitioner.
7 minute read

Daily Report Online

Taylor English Combines With Charlotte Firm With 'Hundreds of Corporate Clients'

As Taylor English integrates with its new Charlotte lawyers, the firm plans another office opening by the end of the year.
4 minute read

New York Law Journal

Trusts & Estates

In this Special Report: "New York's Latest Legislative Session: What Passed, What Didn't, What's Next," "Mental Health Directives in Estate Planning Engagements," "Practical Considerations When Attempting To Remove an Ineffective Fiduciary," "Maximizing QSBS Income Tax Savings With Trusts," "Being a New York Income Tax Resident: Did 'Matter of Obus' Change the Game?" and "Late Portability Election: New Relief Available."
2 minute read

New York Law Journal

New York's Latest Legislative Session: What Passed, What Didn't, What's Next

The second year of the 2021-2022 legislative session, which began on Jan. 5, 2022, ended on June 2, 2022. Here are some of the most significant developments.
14 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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