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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
By David E. Bowers and Rachel L. Sears | January 30, 2024
While a self-directed IRA has the capacity to house diverse alternative investments such as real estate, cryptocurrency, gold, and private equity; however, it also comes with potential pitfalls from a legal perspective that investors should be aware of.
8 minute read
By Mike Bryant, Knox Capital | January 25, 2024
Legal technology investment is beginning to flow in a direction one might not expect: toward not-for-profit organizations (NPOs), including public charities and private foundations.
5 minute read
By Rhys Dipshan | January 25, 2024
Proof, which offers an app that aims to make service of process and e-filing more efficient, plans to leverage the series B investment for a number of enhancements, including streamlining case initiation.
4 minute read
By Rhys Dipshan | January 24, 2024
Spellbook, which offers a generative AI-powered contract drafting and negotiation platform, is planning new developments focused on personalization, end-to-end workflows, accuracy and speed.
4 minute read
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