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Results: 1-10 of 5,787

New York Raises Basic Exclusion Amount to $5,250,000
  • Proskauer Rose LLP
  • USA
  • December 8 2016

On April 1, 2017, the amount of property that can pass free of New York State estate tax is set to rise to $5.25 million. Approximately three years


New Jersey Estate Tax Exemption Raised to $2,000,000; Estate Tax to be Phased Out
  • Proskauer Rose LLP
  • USA
  • December 8 2016

On January 1, 2017, the amount of property that can pass free of New Jersey State estate tax is set to rise to $2 million. On January 1, 2018, the


Proposed Regulations Seek to Curtail Valuation Discounts
  • Proskauer Rose LLP
  • USA
  • December 8 2016

The most successful estate planning techniques pass significant value from one generation to the next by freezing or establishing an appreciating


Top Ten Overlooked Income Tax Deductions
  • Bowditch & Dewey
  • USA
  • December 6 2016

It’s December! Time to prepare for the holidays, make your lists, buy your gifts, eat, drink and be merryand start thinking about income taxes


On the Horizon: Will the 2017 Real Estate Market Affect Your Family Business?
  • Davis Wright Tremaine LLP
  • USA
  • December 5 2016

Many family offices and established family businesses have a great deal invested in real estate. For some, these are active investments involving


Will the Estate Tax Really Go Away?
  • Holland & Hart LLP
  • USA
  • December 5 2016

Will the estate tax be eliminated as part of the tax reform promised by the incoming administration? Unfortunately, my crystal ball is not working


U.S. District Court: Fund Trustees Cannot Rely on Attorney-Client Privilege in Section 36(b) Case
  • Morrison & Foerster LLP
  • USA
  • December 2 2016

A federal district court has ordered mutual fund trustees to produce privileged documents to a plaintiff who sued an investment adviser accused of


Something Smells Fishy and it Isn’t the Fish: Chapter 11 Trustee Appointed by Southern District of New York Bankruptcy Court in Case Involving Anchovy Fisheries
  • Weil Gotshal & Manges LLP
  • USA
  • December 2 2016

Section 1104(a)(2) of the Bankruptcy Code provides for the appointment of a chapter 11 trustee “if such appointment is in the interests of the


Location, Location, Location -Choosing the Situs of a Trust
  • Greenberg Traurig LLP
  • USA
  • December 2 2016

The situs is a key element in designing an irrevocable trust. For the purposes of this post, situs refers to the place of administration of a trust


How Far Can A Grantor Go In Eliminating The Duty To Account?
  • Bryan Cave LLP
  • USA
  • December 1 2016

Trusts are often used to transfer wealth privately without the messiness of a public estate administration. That financial privacy can get blown