By ALM Staff | November 1, 2021
T. Rowe Price Group and Edward Dosik were sued Saturday in Pennsylvania Eastern District Court in connection with an estate dispute. The lawsuit was…
The Legal Intelligencer | Commentary
By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy | October 27, 2021
Again, we face significant uncertainty for 2022 as there are many proposals on tax increases, but, it's by no means clear that Congress will actually be able to legislate on this front despite the technical majorities that exist favoring the Democratic Party agenda. In this article we will discuss what is slated to be the scenario if the status quo continues, as well as touch on the potential changes if somehow tax legislation actually happens this year.
By Dan Packel | September 8, 2021
Utah and Arizona have signed off on outside ownership of law firms. Now the American Bar Association says it's OK for lawyers elsewhere to be passive investors.
The Legal Intelligencer | News
By Tom McParland | April 14, 2021
In an amended complaint filed last week in Philadelphia federal court, New York-based plaintiffs attorneys accused the national law firm and its former partner of knowingly vouching for their client's fake identity in the scheme.
The Legal Intelligencer | News
By Justin Henry | December 29, 2020
A Dilworth Paxson partner's role as bond counsel for an ill-fated investment scheme is at the center of a case brought by the Chicago Transit Authority Retiree Health Care Trust.
The Legal Intelligencer | Commentary
By Joseph N. Frabizzio | November 12, 2020
Given these potential shifts in tax policy that would upend several provisions passed under the Trump administration, this article provides an overview of areas that merit attention from taxpayers and tax planners going into 2021 and, in some cases, ways that tax planning can help mitigate the impact of these potential changes when planning year-end tax strategies.
The Legal Intelligencer | Commentary
By Taylor Rosanova and Jessica Iffert | September 9, 2020
Now that we are able to look back at the first eight months of 2020 with the benefit of hindsight, we can see many things that we did not view as possible eight months ago, and which are now becoming a reality. As with any meaningful paradigm shift, this change brings not only pain but opportunity.
The Legal Intelligencer | Commentary
By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy | September 3, 2020
It is widely recognized that as a technical matter, if there is the political will to do so, the exemption could be reduced in 2021, after a new president might be sworn in, effective as of Jan. 1, 2021.
The Legal Intelligencer | Commentary
By Andrew C. Kassner and Joseph N. Argentina Jr. | July 9, 2020
Today we examine another provision of the code—Section 525—the anti-discrimination section, and its implications during COVID-19.
The Legal Intelligencer | Commentary
By Amy Neifeld Shkedy and Rebecca Rosenberger Smolen | June 29, 2020
Our typical approach is to design trusts to last for a beneficiary's lifetime (as opposed to terminating upon a selected age at which it is hoped financial maturity would have been attained), while permitting discretionary distributions to a beneficiary to the extent that a beneficiary may need to access the trust funds.
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