Daily Business Review | Commentary
By Jason Domark and Matthew Sackel | April 6, 2021
It is important for co-trustees and their counsel to work together—while zealously representing each party's respective interests. Counsel and the co-trustees should avoid duplications of efforts when possible, and independently stay informed of the proceedings.
New York Law Journal | Analysis
By Ilene Sherwyn Cooper | April 2, 2021
As 2020 concluded and 2021 began, the Appellate Division was hard at work rendering decisions addressed to issues affecting trusts and estates practice. In this edition of her Trusts and Estates Update, Ilene Sherwyn Cooper examines some of the more notable opinions.
New Jersey Law Journal | Analysis
By Deirdre R. Wheatley-Liss | April 1, 2021
A sampling of tax changes that may be coming, and how practitioners in New Jersey may want to use the rest of 2021 to prepare their clients and themselves.
Daily Business Review | Commentary
By Sandy Jukel | March 26, 2021
Attorneys turning to the investment markets have been forced to cope with an extremely low interest rate environment for an extended period of time, which creates challenges for those who need to maintain a level of liquidity in their portfolios.
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.
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