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June 2024 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts U.S. Senate Targets Grantor Retained Annuity Trusts IRS Issues Notice 2024-35, Providing Relief for Taxpayers Who Failed to Take RMDs The IRS Adopts New Reg. § 26.2642-7 Finkbeiner, PLC v. Estate of Scott, No. 363756, 2024 BL 112514 (Mich. Ct. App. Mar 21, 2024) New Challenges to the CTA Argue Alternative Theories for the Law's Unconstitutionality U.S. House of Representatives Passes Bipartisan H.R. 6408, Suspending the Tax-Exempt Status of Terrorist Supporting Organizations
on June 2024
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
on April 9, 2024
From Proskauer For Good on February 29, 2024
January 2024 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts REG-142338-07 – Proposed Regulations Related to Donor Advised Funds Eileen Gonzalez et al v. Luis O. Chiong et al (Sep. 19, 2023) IR-2023-185 (Oct 5, 2023) New York Public Health Law amended to permit remote witnesses for health care proxies (Nov 17, 2023) Small Business Succession Planning Act Introduced (Oct 12, 2023)
on January 2024
Shining a Light on the Corporate Transparency Act: FinCEN’s Rules for Beneficial Ownership Reporting December 2023 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts Jones v. Jones (Mass. App. Ct. 2023) Estate of Caan v. Commissioner, 161 T.C. No. 6 In re Estate of Anna Brudek
on December 2023
November Interest Rates for GRATS, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts In re IMO Amelia Noel Living Trust, Del. Ch. August 16, 2022, aff’d, 293 A.3d 1000 (Del. 2023) In re the Trust of Eva Marie Hanson Living Trust dated December 11, 1995 (Minn. Ct. App. Jan. 30, 2023) Glynn v. Kenney, 884 S.E.2d 259 (Va. Ct. App. 2023) James v. Mounts, 660 S.W.3d 801 (Ark. 2023) PLR 202339008
on November 2023
Estate, Gift and GST Tax Update Gift Tax Update New York Estate Planning Update Connecticut Estate Planning Update Massachusetts Estate Planning Update New Jersey Estate Planning Update Make Sure That You Take Your IRA Required Minimum Distributions by December 31, 2023 Understanding the Inflation Adjustments to the Estate, Gift and Generation-Skipping Transfer Exemption Amounts
September 2023 AFRs and 7520 Rate More Large Inflation Adjustments Are in Store for 2024 and 2025 IRS Notice 2023-54: Transition Relief and Guidance Relating to Certain RMDs Estate of Demuth v. Comm'r: Checks Delivered Before, but Deposited After Decedent's Death, are Includable in Decedent's Estate Schaddelee v. Deleon: Using a General Assignment as a "Catch All" for Irrevocable Trust Funding Does Not Supersede a Beneficiary Designation Matter of Wells: Unsuccessful Attempt at Probating a Conformed Copy of a Will Matter of Fakhra: Renunciations are Irrevocable, and They Do Not Need to be Physically Served
on September 2023
on August 17, 2023