The Legal Intelligencer | Commentary
By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy | February 27, 2024
There are a number of prominent issues on the horizon for estate planners this year. In this article, we provide a brief overview of some of those issues, including the Corporate Transparency Act, rising interest rates, Pennsylvania recognition of irrevocable grantor trusts, pandemic-related probate delays and upcoming scheduled sunset of the historically large federal gift and estate tax exemption.
By The Legal Intelligencer | February 20, 2024
In The Legal's Wealth Management, Trusts & Estates/Family Law special section, read about the significance of prenuptial agreements, mediation for divorce litigants and succession planning.
The Legal Intelligencer | Commentary
By Andrew J. Barron | February 15, 2024
While SNTs can be excellent planning tools, they are not the only option. Most states offer ABLE accounts—savings accounts that provide tax-free growth for individuals with disabilities without affecting eligibility for Medicaid, Supplemental Security Income (SSI) or other means-tested benefits.
The Legal Intelligencer | Commentary
By Kenneth Horoho Jr. and Robert Weinberg | February 14, 2024
Common misconceptions aside, prenups are for everyone, and they are an essential tool for any couple contemplating marriage, regardless of their age or financial station in life.
The Legal Intelligencer | Commentary
By Justin H. Brown and George M. Riter Jr. | February 5, 2024
Regardless of one's level of wealth, gifting is an important tool for an effective estate planning strategy. Individuals have many potential gifting…
The Legal Intelligencer | News
By Amanda O'Brien | January 23, 2024
In addition to adding on one partner, two associates, and four staff members, Dilworth is taking over Yorkway Law Group's leases in Jenkintown, Feasterville and Doylestown.
The Legal Intelligencer | Commentary
By Lisa S. Presser and Brian M. Balduzzi | January 8, 2024
This new act simplifies the rules for irrevocable trusts to mirror those in other jurisdictions, and it provides an opportunity for grantors to plan for new irrevocable trusts, and for grantors, trustees, and beneficiaries to review certain existing irrevocable trusts.
The Legal Intelligencer | Commentary
By Amy Neifeld Shkedy and Rebecca Rosenberger Smolen | December 18, 2023
As we reach the end of the year, it is a good time to focus on addressing year-end tax planning. At this late juncture, many of our clients (and, hopefully, readers too) have already started to implement or, at least, think about year-end planning.
The Legal Intelligencer | Commentary
By Justin H. Brown and Wesley R. Robinson | November 10, 2023
Reporting companies will need to file beneficial ownership information (BOI) reports using FinCEN's beneficial ownership secure system, which has yet to go live on FinCEN's website, to report the BOI of the beneficial owners of a reporting company.
The Legal Intelligencer | News
By Amanda O'Brien | September 5, 2023
The group does not include any associates. "We need to see what the demand looks like," Dilworth chairman Lawrence McMichael said. "We did offer a couple of associates positions, but they went elsewhere."
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