The Legal Intelligencer | Commentary
By Amy Neifeld Shkedy and Rebecca Rosenberger Smolen | October 29, 2020
It's that time of year again—pumpkins, hayrides and year-end tax planning. With the upcoming election, which, depending on the results, brings the possibility of a reduction in the federal estate and gift tax exemption, we are anticipating a particularly busy year-end.
Daily Business Review | Commentary
By Sarah J. Wentz and Ana Maria Correa | October 28, 2020
Moving to Florida is no longer just for retirees. Clear trends show that a younger generation of Americans is moving to the Sunshine State, perhaps due to the COVID-19 pandemic. Single-family home sales have more than doubled in parts of the state, as these individuals and families seek additional space and amenities.
New York Law Journal | Analysis
By Conrad Teitell | October 23, 2020
This is an especially opportune time for individuals who are "wealthy" (defined soon—in a gift and estate tax context) and charitably minded to create charitable lead annuity trusts, writes columnist Conrad Teitell.
The Legal Intelligencer | News
By Katheryn Tucker | October 15, 2020
"My argument to the Supreme Court in a nutshell is we properly raised the statute of limitations prior to the beginning of trial," defense attorney Jesse Daniel said.
New York Law Journal | Analysis
By Hollis F. Russell and John C. Novogrod | October 15, 2020
Part 2 addresses additional planning techniques and considerations, such as the selection of assets to gift, the use of a grantor trust and/or self-settled trust, state estate and gift tax law provisions and other potential changes to federal law to be considered by taxpayers in 2020.
New York Law Journal | Analysis
By Ilene Sherwyn Cooper | October 2, 2020
Ilene Sherwyn Cooper's Trusts and Estates Update considers a few of the many significant opinions rendered over the past several months addressing the discovery of assets, standing, and probate of a home-drawn will.
New York Law Journal | Analysis
By Hollis F. Russell, John C. Novogrod, Barbara A. Sloan and T. Randolph Harris | October 1, 2020
This article focuses on federal estate and gift tax law provisions that may be affected by potential near term legislative change enacted in 2021 and describes certain planning techniques that might be implemented before year end.
New York Law Journal | Analysis
By Sanford J. Schlesinger and Ross Katz | September 30, 2020
The current pandemic has raised issues for trusts and estates practitioners that would have garnered very little attention in our pre-COVID-19 world. From the mechanics of notarization to the simple act of being able to meet face-to-face with clients, our new reality has forced us to adjust in ways we never deemed imaginable.
By Raychel Lean | September 18, 2020
The trusts and estates attorney is accused of violating 14 Florida Bar rules.
New York Law Journal | Analysis
By Angela Turturro | September 14, 2020
In this Special Report, "Election 2020: Will Estate Planning Ever Be the Same?," "Remote Estate Planning in the Wake of COVID-19," "New York's Latest Legislative Session: What Passed, What Didn't, What's Next," "Navigating Legal Guardianships—A Primer To Help Parents of Children With Disabilities," "Planning Around NY's Estate Tax Cliff—Because a Pandemic Is Enough To Worry About" and "Tackling 'In Terrorem' Clauses in Trusts and Wills."
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