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Client Alert
November 7, 2024
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Newsletter
November 2024 AFRs and 7520 Rate
Inflation Adjustments for 2025 & Planning Considerations
Delaware "Beneficiary Well-Being Trust"
Practice Considerations – Implications for Estate Planning
Estate of Williams: Omission of a Testator’s Other Known Children Demonstrated His Intent to Exclude All Preexisting Children, Known or Unknown
Estate of Nowell v. Commissioner: Fractional Interest Discount Planning with QTIPS
McDougall v. Commissioner: Termination of QTIP Trust Results in Gift Tax Liability to Remainder Beneficiaries
Estate of Fields v. Commissioner: Inclusion of Transferred Assets under § 2036(a)
November 2024
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Press Release
November 1, 2024
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News
Partners Blake Halperin and Warren Allan spoke to Termgrid about the growth of GP-led transactions in secondary deals.
From Termgrid
on October 29, 2024
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News
Partners Chris Robinson, Blake Halperin and Kunal Dogra are mentioned for advising Apollo Funds in the closing of a structured continuation vehicle transaction in partnership with SCI Capital Partners LP.
From Law360
on October 8, 2024
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Blog
From Law and the Workplace
on September 12, 2024
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Newsletter
September 2024 AFRs and 7520 Rate
In the Matter of the Niki and Darren Irrevocable Trust and the N and D Delaware Irrevocable Trust, No. 2019-0302-SG (Del. Ch., July 24, 2024) – Delaware Court of Chancery Holds Trust Decanting Void Due to Noncompliance with Statutory Requirements
Conn. Pub. Act No. 24-104 – Connecticut Uniform Trust Decanting Act
Florida Bar Trust Law Committee – Legislative Proposal Re: Amendment to Decanting Statute
Neal v. Lamb-Ferrara, 2024 Fla. App. LEXIS 4172 (Fla. Ct. App., 3d Dist., May 29, 2024) - Warning to Out of State Lawyers Who Advise Florida Residents on Trust/Estate Planning and Administration Matters
ABA Formal Ethics Opinion 511R – Confidentiality Obligations of Lawyers Posting to Listservs
Conley v. Conley (In re Conley Trust), No. 366180 (Mich. Ct. App., July 18, 2024) – Michigan Court Holds Beneficiaries Properly Issued K-1s in Connection with Transfer Made Pursuant to a Trust Settlement Agreement
FedEx Corp. v. United States, W.D. Tenn., No. 2:20-cv-02794 – District Court Requests Supplemental Briefing on Impact of Loper Bright Doctrine in a Federal Tax Case; Taxpayer and Government Unsurprisingly Disagree
IRS Promulgates Final Regulations and Additional Proposed Regulations with Respect to Required Minimum Distributions from Qualified Retirement Accounts
September 2024
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Awards and Recognition
August 21, 2024
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Article
August 14, 2024
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Awards and Recognition
July 24, 2024