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Client Alert
on November 7, 2024
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Blog
From Not For Profit/Exempt Organizations Blog
on November 5, 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
on September 2024
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Awards and Recognition
on August 21, 2024
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Awards and Recognition
on July 24, 2024
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Newsletter
May 2024 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
Treasury Releases "Greenbook" for Fiscal Year 2025
Aldridge v. Commissioner of Internal Revenue, No. 13742-10 (U.S.T.C. Feb. 21, 2024)
Proposed New Regulations for Charitable Remainder Annuity Trusts
Connelly v. United States (No. 23-146)
on May 2024
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News
Christiana Lazo is noted for joining Proskauer as a partner in the Private Client Services department.
From The New York Law Journal
on April 23, 2024
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News
Christiana Lazo is noted for joining Proskauer as a partner in the private client services department, as lateral activity appears to remain robust in 2024, particularly in the largest markets.
From The American Lawyer
on April 12, 2024
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News
Christiana Lazo is noted for joining Proskauer as a partner in the private client services department, emphasizing her expertise in domestic and international tax and estate planning, as well as her previous experience at Kirkland & Ellis.
From Bloomberg Law
on April 10, 2024
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Press Release
on April 9, 2024
