By Stephen Liss | September 9, 2022
'Obus' represents a dramatic shift in the jurisprudence of New York income tax residence as shown by the completely contrary views of the Division of Tax Appeals and the Appellate Division.
Daily Business Review | Commentary
By George J. Taylor | September 8, 2022
Regardless of which spouse has means and dies, Florida's elective share laws ensure that the surviving spouse receives a portion of the estate, so long as the surviving spouse meets the necessary deadlines.
By Adolfo Pesquera | September 7, 2022
A three-judge panel concluded the episode maligns Barina as a guardian by leading viewers to believe she took advantage of a elderly but capable millionaire, wrongly sold his assets, and used his estate for personal gain.
The Legal Intelligencer | Commentary
By Justin H. Brown and Brittany A. Yodis | September 7, 2022
Just when planners began to feel more secure with the SECURE Act, on Feb. 23, the Internal Revenue Service issued proposed regulations that were aimed at clarifying the provisions of the SECURE Act but which surprised many planners with new interpretations of the SECURE Act.
New York Law Journal | Analysis
By Asher Rubinstein | September 2, 2022
A discussion of the unique issues to be considered when a client's estate planning goes beyond conventional assets such as a home, bank accounts and business interests, but also includes things like works of art, private planes and cryptocurrencies.
New York Law Journal | Analysis
By C. Raymond Radigan and John G. Farinacci | September 2, 2022
This column is intended to illustrate a few examples of jurisdictional issues that involve disputes over a decedent's assets or affairs to demonstrate why a choice of forum is not always as obvious or simple as one might assume.
The Legal Intelligencer | Commentary
By Amy Neifeld Shkedy and Rebecca Rosenberger Smolen | September 1, 2022
For the most part, with a flexible estate plan in place there isn't always the need to revisit it too often. What does bring clients back to reevaluate their plans are "life event" changes. These can involve events such as marriage, divorce, the birth of children or grandchildren, the death or incapacity of family members or other individuals named in the documents.
Connecticut Law Tribune | News
By Emily Cousins | August 29, 2022
"My hope would be that the foundation would wake up, and do the right thing here," lead counsel Andrew Lee said. "My expectation is that they're going to not do that, and try to fight this in court, probably on legal technicalities as opposed to addressing the merits of what Paul wanted."
By Dan Roe | August 29, 2022
Practice leader William Doyle and colleagues Lawrence Kern and Eric Nelson have joined Greenberg's Chicago office as shareholders, the firm announced Monday.
By Charles Toutant | August 26, 2022
An appellate court disqualified the Am Law 200 firm.
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