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9 Aug 2018, 3:18 pm by Ettinger Law Firm
Recent Domestic Tax Reforms U.S. federal Internal Revenue Service (“IRS”) tax law reforms in 2018, have modified estate and gift tax lifetime exclusion amounts for: Continue reading The post The New Rules to International Estate Planning appeared first on New York Estate Planning Lawyer Blog. [read post]
31 May 2018, 6:00 am by David Mills
An Ontario Court of Appeal decision that ordered an estate trustee to pay interest to the beneficiaries of legacies highlights the “rule of convenience” and emphasizes the need to administer an estate in a timely manner, David Mills tells AdvocateDaily.com The post OCA ruling a reminder not to delay administering an estate appeared first on Mills & Mills LLP. [read post]
16 Dec 2007, 3:00 pm
From the Indiana Lawyer comes High court rules on estate issue:"The Indiana Supreme Court ruled on a matter of first impression today regarding the disposition of an entire estate during life or death. [read post]
12 Nov 2012, 5:13 pm
On the heels of the re-election of President Obama comes increased speculation that the 2009 federal estate tax rules will be reinstated. [read post]
4 Apr 2013, 6:00 am by Trusts EstatesProf
A group of estate planning attorneys were asked to compile a list of 10 rules that outline behavior that an estate planning attorney should never do at an estate planning workshop. [read post]
9 Dec 2018, 3:09 pm by Ettinger Law Firm
Distribution rules to shares of an estate allow for families to report split shares. [read post]
14 Jul 2014, 11:00 am by Marsha Tesar
InvestingDaily offered some useful perspective on the rule-driven process of planning in an article titled “10 Basic Rules of Every Estate Plan. [read post]
26 Aug 2015, 4:00 am by Gerry W. Beyer
A judge in Baltimore has ruled in favor of the widow of author Tom Clancy in a battle over estate taxes. [read post]
4 Apr 2011, 6:25 am
Besides these varying exemption levels, another major change in the new estate rules includes the "portability" factor. [read post]
4 May 2018, 8:05 am by Ettinger Law Firm
   Prudential Measure, Fiduciary Reform Continue reading The post How ERISA Rules Protect your Estate from Attachment appeared first on New York Estate Planning Lawyer Blog. [read post]
11 Apr 2013, 4:18 pm by Trusts EstatesProf
However, Mandaq provides a list of five ethical rules you should consider at all stages of estate planning: 1. [read post]
31 Jan 2014, 10:00 am by Gerry W. Beyer
Moshman (Attorney, New York and New Jersey) recently published his article entitled, Estate Planning Adjustments in Context: New Rules for 2014, The Estate Analyst (Jan. 2014). [read post]
21 Jan 2015, 8:00 am by Gerry W. Beyer
This year, the IRS has added two new estate planning topics to the list of issues that will not receive a private letter ruling. [read post]
Congress finally gave us permanent estate tax rules; and by permanent, I mean that except for a built in inflation factor for the estate and gift exclusion, the provisions don’t expire or change with the passage of time. [read post]
22 Sep 2011, 3:50 am by By MICHAEL J. DE LA MERCED
Lehman Brothers's estate has dropped its appeal of a ruling over the 2008 purchase of its North American assets by Barclays Capital. [read post]
15 Mar 2013, 11:00 am by Marsha Tesar
Be sure to plan wisely for your estate tax liability, or risk being “stung” by the rules. [read post]
27 Sep 2015, 4:00 am by Gerry W. Beyer
The American Bar Association is presenting a CLE entitled, Top Ten Revenue Rulings for Estate Planners, Wednesday September 30, 2015, 1:00-2:35pm Eastern, online. [read post]