The Legal Intelligencer | Commentary
By Stefanie Pate and Melanie Cuddyre | February 9, 2021
For many women, a "what if?" situation leaves them in the dark with regard to finances and wealth. In the past, women played a more traditional role in their households.
The Legal Intelligencer | News
By Justin Henry | February 5, 2021
McNees firm chair Brian Jackson said the group's multimillion-dollar practice will also present cross-selling opportunities.
The Legal Intelligencer | Commentary
By Angela D. Giampolo | February 1, 2021
Most people view estate planning in the same way they view a root canal: put it off until the pain is too great to ignore any longer. As practitioners we know that's not true, but we have to make going through the process more palatable to our clients.
By Amanda Bronstad | January 29, 2021
A court-appointed attorney has recommended that the brother of Tom Girardi serve as temporary conservator of his estate for limited purposes but not for him personally. The recommendation, in which the attorney interviewed Tom Girardi, comes ahead of a Monday hearing in a conservatorship petition filed by Robert Girardi, a dentist, who said his brother's condition "has sadly deteriorated to the point where he cannot care for himself without assistance."
New York Law Journal | Analysis
By Ilene Sherwyn Cooper | January 29, 2021
In this edition of her Trusts and Estates Update, Ilene Sherwyn Cooper reviews some of the more interesting decisions that concluded last year.
New York Law Journal | Analysis
By Julian B. Modesti and Meaghan T. Feenan | January 27, 2021
A discussion of the most common evidentiary obstacles trusts and estates litigators should be aware of, including: (1) the probate exception to the attorney-client privilege; (2) how to invoke the Three-Two Year Rule; and (3) the Dead Man's statute.
By Angela Turturro | January 25, 2021
In this Special Report: "Top 10 Developments, Lessons and Reminders of 2020," "So You Have Relocated to Florida and Think You Are No Longer a New York Resident?," "SLATs: The Hot New Estate Planning Technique for 2021," "Cross-Border Philanthropy: Obtaining a U.S. Income Tax Deduction for a Donation to a Canadian Charity" and "Adapting Asset Protection Trusts to Changes in Circumstances."
By Sharon L. Klein | January 22, 2021
Some say 2020 was the year that didn't happen, but this review of the past year shows that much did indeed take place in the trusts and estates realm, from COVID-19-related developments, such as the tolling of statutes of limitations and tax questions stemming from telecommuting, to legislation on adoption records and third-party reproduction.
By Catherine B. Eberl and Marla Waiss | January 22, 2021
This article examines the applicability of the U.S.-Canada Income Tax Treaty, which carves out an exception permitting deductibility if the U.S. individual has Canadian source income, and, it will discuss options for using a U.S. charity for indirect cross-border philanthropy for individuals who do not have Canadian source income.
By John Raymond and Alan Kaufman | January 22, 2021
As more northeast residents, particularly New Yorkers, decide to leave their current residence and seek a new life in sunny Florida, they need to be acutely cognizant of the gorilla glue approach of the state taxing authorities.
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