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.
6 minute read
By Hugo Guzman | February 27, 2024
"Because this is such a new space, a lot of the proposals will be about more transparency, and about what companies are doing with AI, and how boards are overseeing risks," said Jamie Smith of the EY Americas Center for Board Matters.
6 minute read
By Greg Andrews | February 26, 2024
The private equity giant made the unusual disclosure to comply with conflict-of-interest rules that kicked in when Kirkland partner Reginald "Reg" Brown joined its board in 2020.
2 minute read
By Greg Andrews | February 26, 2024
The private equity giant made the unusual disclosure to comply with conflict-of-interest rules that kicked in when Kirkland partner Reginald "Reg" Brown joined its board in 2020.
2 minute read
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.
2 minute read
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.
6 minute read
By Hugo Guzman | February 9, 2024
An EY study of institutional investors found signals that "the paradigm of maximizing profits at the expense of worker satisfaction is being significantly challenged."
3 minute read
By Greg Andrews | February 8, 2024
"Boards should understand that even if climate change and environmental stewardship ranks low on their list of priorities for 2024, that may not be the case for their shareholders," the EY Center for Board Matters said in a new report.
2 minute read
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…
8 minute read
By Greg Andrews | February 2, 2024
The energy giant had sued Arjuna Capital and Follow This last month, saying they were abusing the shareholder-proposal process to try to "shrink" the company.
3 minute read
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Professional Announcement
Frederick D. Miceli has joined the firm as Of Counsel
Professional Announcement
