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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)
on November 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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Newsletter
In this issue:
12th Man Up in the First Half: Texas Court Rules that Aggies Athletic Foundation Owes No Fiduciary Duty to Football Boosters, Second Half to Reveal Winner on Contract Claims
Shotgun Shell Designer’s Trademark Suit Did Not Miss the Starting Gun
Hole-in-One for Badlands: Sin City Loses Big Against Developer of Former Golf Course after Nevada Supreme Court Denies Rehearing in Takings Litigation
on July 2024
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Newsletter
In this issue:
A Céspedes for the Rest of Us! Ex-New York Met Has Himself a Day, Winning a Critical Preliminary Injunction, as Chandler Bats Founder Finds Himself in a Pickle
On Thin Ice: Colorado Supreme Court Rules Vail Resorts Can’t Sideslip Liability in Ski Safety Dispute
Florida Jury Grants Argentine Polo Star the Right of Way in Contract Dispute over Cloned Ponies
Postscript: Second Circuit Affirms Jury Verdict in Favor of Fashion Brand over Use of Multi-Stripe Motif
on June 2024
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Newsletter
In this issue:
Mischief Afoot: Vans Kicks MSCHF’s Main Defense to Trademark Infringement to the Curb in Art Sneaker Dispute
Ex-MLB Pitcher Brings the Heat in Successful Licensing Suit
New York State Gaming Commission Cashes Out $15 Million Enforcement Prize over Fantasy Sports Site’s Violation
Overtime: A Significant Step towards an English Football Regulator – Football Governance Bill Introduced in Parliament
on April 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
Howard Robbins and Joe Leccese are noted for representing the PWHL’s owner group in CBA negotiations.
From Law.com
on February 15, 2024
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News
Howard Robbins, Joe Leccese, Wayne Katz, Christine Lazatin and Sean Wildes are noted for launching and representing the Professional Women’s Hockey League.
From Bloomberg Tax
on February 1, 2024
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Newsletter
In this issue:
Stepping on Toes: The Fortnite Legal Dance Battle
Jackpot: Pennsylvania Appellate Court Pays Out for Legal Bet on Skill-Based Slot Machines
In Wake of Hazing Investigation, Judge Denies Boston College Swimming and Diving Team’s Request to Reverse Suspension
on Winter 2024
