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Illinois App. Court Holds Reverse Mortgage Borrower Had Mortgageable Interest Following Intestate Death of His Spouse
  • Maurice Wutscher LLP
  • USA
  • June 22 2017

The Appellate Court of Illinois, First District, recently ruled that the mortgagee of a reverse mortgage loan held an interest in the secured property

Estate Planning Still Critical in Uncertain Times
  • Bowditch & Dewey
  • USA
  • June 22 2017

The “plan” unveiled by the Trump administration in late April to repeal the federal estate tax was a broadly vague outline of tax reform goals. The

IRS releases AFRs for July 2017
  • Greensfelder Hemker & Gale PC
  • USA
  • June 22 2017

The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for July 2017. AFRs are published monthly and represent the minimum

Effectively Connected Income and Penny Warrants
  • Venable LLP
  • USA
  • June 21 2017

There is a case currently proceeding in the U.S. Tax Court (TELOS CLO 2006-1, Ltd. v. Commissioner, T.C., No. 6786-17, petitions filed 32217) that

Death and the maiden - probate and copyright
  • 13 Wentworth Selborne Chambers
  • Australia, USA
  • June 21 2017

Dealing with the estate of a deceased person who has been involved in creative industries, as an executor, As a beneficiary, or as a person seeking an

Transferring Property To A Trust: It’s Not What You Meant, It’s What You Said
  • Bryan Cave LLP
  • USA
  • June 21 2017

When we put pen to paper, sometimes the words don’t come out right. If that happens, hopefully there’s an opportunity to explain what we meant. Most

Valuation of Illiquid Portfolio Investments - Avoiding Regulatory Risks with Form and Substance
  • Proskauer Rose LLP
  • USA
  • June 20 2017

For private fund managers, the valuation of privately-held securities has been subject to heightened regulatory scrutiny. As the IPO on-ramp for

Sudden Wealth - How to Make it Last
  • Greenberg Traurig LLP
  • USA
  • June 19 2017

You see it in the news all the time: a lottery winner ends up filing for bankruptcy only a few years later, or a business owner has nothing to show

IRS Grants Limited Portability Election Relief
  • Bingham Greenebaum Doll LLP
  • USA
  • June 16 2017

In response to a flood of IRS Private Letter Ruling requests to extend the time for making the gift and estate tax exemption portability election for

The Family Office Rule Under the Investment Advisers Act
  • Squire Patton Boggs
  • USA
  • June 15 2017

In the course of managing the Finances and investments of a family, a family office frequently provides advice related to the family's investments in