The Legal Intelligencer | Commentary
By Andrew S. Rusniak | February 15, 2019
As we move into 2019, business owners face many challenges and uncertainty with respect to the tax and legal landscape involved in estate planning and succession planning due in large part to the continuing impact of the Tax Cuts and Jobs Act of 2017 and the impact of rising interest rates on planning techniques commonly utilized by business owners to successfully transition ownership of a business in a tax efficient manner.
The Legal Intelligencer | Commentary
By Paul R. Cohen | February 15, 2019
Revocable living trusts have earned a mixed reputation. Many believe they are an essential part of any estate plan, while others view them as unnecessary and burdensome.
The Legal Intelligencer | Commentary
By Russell J. Fishkind | February 14, 2019
Themes of last minute changes to a will or deathbed gifts make for a fascinating read, or may play well in theaters near you, but such actions cause families to litigate as scores are arguably settled.
The Legal Intelligencer | Commentary
By Tiffany M. Nicholson | February 14, 2019
Recent developments in transfer taxes should be on every estate planner's radar. In 2018, the following three cases made waves.
The Legal Intelligencer | Commentary
By Sarah A. Eastburn | February 14, 2019
Of particular concern to tax practitioners has been the question: will gifts that a taxpayer makes after 2017 and before 2026 to take advantage of the extra exclusion amount effectively be subject to transfer tax a second time if the taxpayer dies after the exclusion amount reverts back?
The Legal Intelligencer | Commentary
By Alissa B. Gorman | February 13, 2019
With approximately one in six children in the United States between the ages of 3 and 17 diagnosed with a disability, practitioners will increasingly serve clients who wish to leave assets to a family member with special needs.
The Legal Intelligencer | News
By Zack Needles | February 7, 2019
The Pennsylvania Supreme Court is set to decide whether attorney-client privilege and the work product doctrine apply to a trustee's legal bills in litigation with the trust's beneficiaries.
By Christine Simmons | February 6, 2019
The acquisition increases Moritt Hock's head count to 76 and doubles the size of its trust and estates practice.
By Brenda Sapino Jeffreys | February 5, 2019
Managing partner Cary Gray said the new hires help the firm meet strategic hiring needs in two of three targeted practice areas.
New York Law Journal | Analysis
By Ilene Sherwyn Cooper | February 1, 2019
In her Trusts and Estates Update, Ilene Sherwyn Cooper writes: While a defective pleading may sometimes be remedied by way of an amendment, courts are not always inclined to grant such relief, and even have gone so far as to dismiss pleadings for failure to state a cause of action.
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