Daily Business Review | Commentary
By Benjamin Sunshine | February 3, 2022
In the event a trust has two or more beneficiaries, the trustee has a duty to deal impartially with the beneficiaries in administering the trust "giving due regard to the beneficiaries' respective interests."
The Legal Intelligencer | News
By Justin Henry | January 31, 2022
"By working as the lead personal attorney and single point of contact for clients, I'm able to maintain the highest level of service without the distractions of unrelated obligations," said Richard Fox. "Large firms have substantial overhead costs to cover, which I will be avoiding, and which therefore allows me to charge lesser billing rates than large firms."
By Sharon L. Klein | January 28, 2022
2021 saw significant developments, lessons and reminders. In addition to the developments discussed below, important legislation was enacted in 2020, which became effective in 2021.
By Jennifer F. Hillman and Joseph La Ferlita | January 28, 2022
New York trusts and estates practitioners will undoubtedly encounter a Quiet Trust at some point, either because a client would like to create one, or needs guidance as a beneficiary or trustee of one, and they must understand the challenges posed by Quiet Trusts in New York.
By Gregory L. Matalon and Erik M. Olson | January 28, 2022
Many wealthy families completed gifting plans in 2021 to use the increased BEA, and will need to report taxable gifts on a Federal Gift Tax Return—Form 709.
By George Bischof | January 28, 2022
For clients considering nominating a non-domiciliary alien (NDA) as guardian, it's important to advise them on the provisions of SCPA 707(1)(c), which both declares most NDA's ineligible but also provides a mechanism for restoring eligibility through the appointment of a co-guardian.
By Dan Roe | January 28, 2022
The law firm had represented the daughters of Kathleen DuRoss Ford, widow of Henry Ford II, in their attempt to oust West Palm Beach attorney Frank Chopin as guardian of Ford's estate.
Daily Business Review | Commentary
By Erik Sussman | January 27, 2022
Based on our experience helping countless professionals, families and individuals throughout the past two decades with their financial planning, here is some practical guidance which can bring value to almost anyone in the "New Normal."
Connecticut Law Tribune | News
By Andrew Larson | January 26, 2022
An attorney has filed a notice of removal to federal court.
By Dan Roe | January 18, 2022
New locations in Garden City and Bridgehampton will service fund managers, media moguls, real estate investors, and other well-heeled clients who have moved their residences and businesses out of the city.
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