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27 Nov 2013, 11:00 am
In sum, Exchange Act Rule 10b5-1 plans are under the SEC microscope. [read post]
7 Jul 2007, 10:43 am
Failure to Pursue Sophisticated Estate Planning Tools. [read post]
16 Jun 2011, 9:17 pm
Yet the challenges of the process should not be a deterrent to responsible planning. [read post]
16 Jan 2012, 11:00 am
This can be accomplished with some careful planning, corporate due diligence, and transactions like the sale-leaseback or, more in the vein of estate planning, the gift-leaseback. [read post]
24 Feb 2007, 6:11 pm
This is something that is routinely ignored by most planners but Joel Schoenmeyer of the Death & Taxes Blog discusses why this often-ignored area requires the same attention as the rest of the plan: Distribution of someone’s tangible personal property upon their death is tricky business, for a number of reasons: Unless the decedent left specific instructions for each piece of property, their beneficiaries (usually the children) are going to be in direct competition for items of… [read post]
21 Sep 2010, 10:00 am
The Ontario government is once again thinking about its long term plans for electricity supply in the province. [read post]
15 Jul 2022, 11:32 am
What is a Parenting Plan? [read post]
9 Sep 2014, 1:01 pm
Background In February of 2007, the employer inquired whether the employee had any plans with respect to retiring. [read post]
1 Sep 2021, 11:35 am
Much like all other aspects of thorough estate planning, showing true testamentary intention in the estate planning documents, and maintaining compliance with the Wills, Estate and Succession Act requirements, are crucial to estate plan validity, and to your testamentary wished being complied with. [read post]
6 Oct 2014, 10:02 am
See also our blog, “Retirement Plans May Impact on Termination Entitlements “. [read post]
12 Aug 2021, 2:15 am
Single-trade plans outperformed multi-trade plans regardless of the timing, according to Mr. [read post]
7 Jan 2022, 8:10 am
Should any issues be uncovered, the Employee Plans Compliance Resolution System (“EPCRS”) is available to permit sponsors of retirement plans (including SEP and SIMPLE IRA plans) to correct plan failures. [read post]
8 Nov 2021, 8:55 pm
If their plan provider fails, their money won’t be protected. [read post]
7 Dec 2023, 7:00 am
Get in touch today to start planning your legacy. [read post]
2 Feb 2017, 5:00 am
For example, the DOL confirms that a recommendation to an ERISA Plan participant from the plan sponsor to increase plan contributions is not investment advice, as long as the plan sponsor does not receive a fee or other compensation for the recommendation. [read post]
23 Mar 2011, 7:53 am
que tal tengo un problema hace como 5 meses que adquiri un plan de renta de telce la primer mensualidad la pague pero muy cara hablando de dinero a la segunda mensualidad me estaban cobrando mas de lo que yo gaste y a la fecha no he pagadop el servicio lo curioso es que me siguen cobrando y cobrando de un servicio que no estou usando a la fecha me estan cobrando 1500 pesos como le puedo hacer para finiquitar la deuda [read post]
14 May 2020, 7:58 am
Whether you are looking to satisfy your 3 hours of continuing education credit with the VA, or just looking to add Veterans Benefits planning to your elder law practice, this webinar is for you. [read post]
13 Jan 2012, 7:29 am
Basically I am the guy you call to get advise on your California estate plan. [read post]
15 Feb 2018, 5:00 am
The plan contained a provision to fulfill ERISA’s requirement that such a plan be established and maintained by a written plan document. [read post]
12 May 2022, 9:09 am
On 11 May 2022, the Transition Plan Taskforce (TPT) launched a Call for Evidence on a Sector-Neutral Framework for private sector transition plans. [read post]
