The Legal Intelligencer | Commentary
By Melanie Cuddyre | February 6, 2023
As the interests of generations of beneficiaries vest and trustees better understand the areas where a trust is too restrictive, too flexible, or is lacking provisions that are required to carry out the grantor's intent, it may be determined that the trust no longer fits.
The Legal Intelligencer | Commentary
By Allison M. Bustin and Mallory Sikora | February 6, 2023
Under experienced advisement, there are a variety of strategies and techniques to capitalize on these beneficial options for wealth transfer tax planning.
The Legal Intelligencer | Commentary
By Jennifer Bittel Derby | February 5, 2023
Part of the role of an estate planning attorney is to assist the client with both the important legal aspects, as well as the emotional aspects, of finalizing their estate plan. This involves a critical discussion regarding choosing fiduciaries, but only after educating the client regarding the role of each individual fiduciary.
The Legal Intelligencer | Commentary
By Justin H. Brown and Brittany A. Yodis | January 31, 2023
Although last year has come to a close, fiduciaries still have some tools at their disposal that they can use to minimize last year's tax bill to estates, trusts and beneficiaries.
By Maria Dinzeo | January 20, 2023
"When you put up barriers to use of 10b5-1 plans, I think you set up scenarios that might create some more urgent circumstances for trading, and those are the ones that are harder for general counsel to make a call on," said Daniel O'Connor, a partner with Ropes and Gray.
By Justin Henry | January 5, 2023
Frederick Block served as the SEC enforcement division's supervisory trial counsel since 2012.
The Legal Intelligencer | Commentary
By Justin H. Brown and Brittany A. Yodis | December 29, 2022
Early and often estate planning is essential for business owners and entrepreneurs. With proper planning, business owners and entrepreneurs can save themselves time and expense in the future, and position themselves for extraordinary success as their business grows.
The Legal Intelligencer | Commentary
By Amy Neifeld Shkedy and Rebecca Rosenberger Smolen | December 17, 2022
It's time for our annual year-end tax planning tips. Hopefully some of our readers have already started to think about (or better yet, implement) year-end planning.
The Legal Intelligencer | Commentary
By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy | October 27, 2022
Despite the various simplifications, this special category of assets remains more complicated to plan for than most of the other assets that we must help our clients incorporate into their estate plans.
The Legal Intelligencer | Commentary
By Craig R. Tractenberg | October 20, 2022
Now that we are entering a challenging interest rate, inflation and possibly recessionary environment, emerging brands are likely to survive these challenges because they have not been overly debt dependent.
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