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9 May 2023, 5:00 am
A Parenting Plan Guide and a Parenting Plan Template, intended to assist parents, counsel, courts, and other professionals in developing child-focused and developmentally appropriate parenting plans, were developed by the Ontario Chapter of the Association of Family and Conciliation Courts. [read post]
3 Sep 2020, 10:00 pm
Like many of our clients, we have been anxiously awaiting guidance from regulators on pooled employer plans, which may enter the retirement plan marketplace as soon as January 1, 2021. [read post]
30 Dec 2020, 10:00 pm
Morgan Lewis associates Hengyang “Yongo” Ding and Gaeun “Gena” Yoo authored a Bloomberg Tax article about the US Internal Revenue Service’s (IRS’s) final regulations on qualified plan loan offset (QPLO) amounts applicable under 401(k) plans, other qualified 401(a) retirement plans, and 403(a) and 403(b) annuities (collectively, qualified employer plans). [read post]
27 Oct 2020, 10:42 am
Here’s what estate planning is and 7 things you can do to get started. [read post]
17 Aug 2020, 11:47 am
Don’t let the phrase “estate planning” mislead you. [read post]
18 Aug 2021, 10:00 pm
Thankfully, required changes that must be adopted by the end of 2021 are minimal, and many plan sponsors have likely already amended their plans. [read post]
15 Jan 2020, 1:49 pm
In creating the estate plan, the guardian of an estate must create the estate plan in the way that the ward would have wished had he or she been of sound mind. [read post]
20 Aug 2020, 10:00 pm
While the proposed regulations will primarily affect the recordkeepers of qualified plans (which will need to administer the extension), plan sponsors should be aware of the proposed regulations and discuss compliance with their recordkeepers and other paying agents for their qualified retirement plans that allow loans. [read post]
30 Dec 2020, 10:00 pm
Morgan Lewis associates Hengyang “Yongo” Ding and Gaeun “Gena” Yoo authored a Bloomberg Tax article about the US Internal Revenue Service’s (IRS’s) final regulations on qualified plan loan offset (QPLO) amounts applicable under 401(k) plans, other qualified 401(a) retirement plans, and 403(a) and 403(b) annuities (collectively, qualified employer plans). [read post]
20 Aug 2020, 10:00 pm
While the proposed regulations will primarily affect the recordkeepers of qualified plans (which will need to administer the extension), plan sponsors should be aware of the proposed regulations and discuss compliance with their recordkeepers and other paying agents for their qualified retirement plans that allow loans. [read post]
18 Aug 2021, 10:00 pm
Thankfully, required changes that must be adopted by the end of 2021 are minimal, and many plan sponsors have likely already amended their plans. [read post]
26 Dec 2022, 8:34 am
You need to understand the tax consequences, legal issues, and how you hold your cryptocurrency if you plan to include it in your estate plan. [read post]
17 Apr 2020, 8:11 am
A business plan serves two primary functions. [read post]
20 Aug 2020, 10:00 pm
While the proposed regulations will primarily affect the recordkeepers of qualified plans (which will need to administer the extension), plan sponsors should be aware of the proposed regulations and discuss compliance with their recordkeepers and other paying agents for their qualified retirement plans that allow loans. [read post]
20 Aug 2020, 10:00 pm
While the proposed regulations will primarily affect the recordkeepers of qualified plans (which will need to administer the extension), plan sponsors should be aware of the proposed regulations and discuss compliance with their recordkeepers and other paying agents for their qualified retirement plans that allow loans. [read post]
31 Dec 2020, 3:34 pm
So, you have finally gotten around to the task of planning for the future by working with an experienced estate planning attorney and you’re feeling responsible and self-satisfied. [read post]
31 Jan 2022, 11:10 am
On December 30, 2021, the New York State Climate Action Council released the Draft Scoping Plan for the Climate Leadership and Community Protection Act (Draft Scoping Plan) for public review and comment. [read post]
3 Sep 2020, 10:00 pm
Like many of our clients, we have been anxiously awaiting guidance from regulators on pooled employer plans, which may enter the retirement plan marketplace as soon as January 1, 2021. [read post]
26 Mar 2015, 8:21 pm
Estate planning is an area which many people like to put off for various reasons. [read post]
4 Apr 2018, 11:00 pm
To stay informed of monthly Work Plan updates, please visit the von Briesen Health Law Blog and the OIG Work Plan page. [read post]
