By Dan Roe | March 25, 2021
In adding a partner in New Jersey, the Florida firm is seeking to service a growing number of people and businesses moving to Florida seasonally and permanently,
By Bowman Hallagan and Andrea Kushner | March 24, 2021
The wealthiest Americans could very conceivably be facing a higher tax bill in the next four years under President Biden, say Andrea Kushner and Bowman Hallagan of Bernstein Private Wealth Management.
New Jersey Law Journal | Analysis
By New Jersey Law Journal | March 22, 2021
A collection of attorney-written articles covering wealth transfer planning, estate taxes, trustees in marital settlement agreements, cryptocurrency, life insurance, and jurisdictional issues in trust litigation.
New York Law Journal | Expert Opinion
By Ross Katz and Sanford J. Schlesinger | March 19, 2021
The authors discuss their opinion that with the ever-increasing use of inter vivos trusts, the time has come for EPTL 3-3.5 to be amended to include safe harbor provisions that apply to both wills and trusts.
New Jersey Law Journal | Analysis
By Matthew Rheingold | March 19, 2021
While digital assets, or more precisely, cryptocurrency, have made certain transactions simpler, they have complicated the estate planning process. Clients who have acquired such assets must incorporate them into their estate planning documents or risk losing them forever.
New Jersey Law Journal | Analysis
By Daniela P. Catrocho and Richard D. Sanders | March 18, 2021
With a Democratic majority now settled into Washington, estate planners are contemplating the potential impact on the estate and gift tax exemption previously increased by the preceding Republican administration.
New Jersey Law Journal | Analysis
By Brian P. McCann and Kristen E. Marinaccio | March 18, 2021
Parties and practitioners alike should be mindful that a parent's or former spouse's financial relationship to their children and former spouse can continue past death and should adequately plan for this continuing relationship.
New Jersey Law Journal | Analysis
By Judson M. Stein and Lauren P. Nakachi | March 17, 2021
The effects of the pandemic have created especially advantageous opportunities for wealth transfer planning; specifically, opportunities arising from depressed asset values and low interest rates, coupled with the current high federal exemptions.
New York Law Journal | Analysis
By Hollis F. Russell, Gail W. Marcus, Barbara A. Sloan and T. Randolph Harris | March 17, 2021
With the change in political control in Washington, what changes are on the horizon and what estate tax planning should be done early in 2021 for those high net worth individuals who have not used all of their available exemption?
New Jersey Law Journal | Analysis
By Timothy M. Ferges | March 17, 2021
In some cases, it could serve the grantor well to consider the possibility of litigation and how a dispute might play out before the courts of one jurisdiction versus another. This can be particularly true where a grantor has specific concerns regarding a litigious beneficiary or family member.
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