588 results found

Max Schneberger discusses how recent changes from the One Big Beautiful Bill Act (OBBBA) have created expanded trust planning opportunities for individuals and families in the July issue of Lake Country Living.

New York Individual Clients partner Warren Whitaker recently released the 2016 edition of U.S. Tax Planning for Non-U.S. Persons and Trusts: An Introductory Outline.

Complex clients often require equally intricate planning. Over time, these complexities can result in the establishment of multiple trusts for future generations. As children and grandchildren inherit these trusts.

Justice Marcy S. Friedman granted in part and denied in part DB Structured Products, Inc.’s motion to dismiss repurchase claims brought by HSBC.

Explore how legal professionals navigate complex regulatory frameworks and client relationships in today's evolving business landscape. Discover the strategic approaches and specialized expertise that drive successful outcomes in corporate legal matters. Learn about the critical considerations that shape modern legal practice and professional development.

Earlier this week, the SEC’s Division of Investment Management and Division of Corporation Finance recently provided guidance regarding pooled employer plans (PEPs), which are defined contribution retirement plans...

Joshua S. Rubenstein of Katten's Private Wealth Department co-authored a chapter in the newly released third edition of the American Bar Association's comprehensive guide to international estate planning. The publication addresses the growing complexity of cross-border wealth management as families and assets increasingly span multiple jurisdictions. Written by leading international practitioners and tax professionals, the guide provides essential insights for lawyers, fiduciaries, family office professiona

On March 12, 2015, Judge Katherine B. Forrest of the United States District Court for the Southern District of New York approved a $69 million settlement between the plaintiffs and defendants...

Reed Smith associates Mike Shaikh and Erin Mariano recently presented proposals for a needed change in California law at the Third Annual Sacramento Delegation.

On May 31, 2017, the Minnesota Tax Court overturned as unconstitutional the taxation of certain trusts as Minnesota "resident trusts" and held that application of the statutory definition of "resident trust"...

Michael Clear and Kenley Stark explore the intricate legal, financial, and logistical challenges that art collectors encounter throughout the entire lifecycle of ownership. From acquisition documentation and title verification to insurance, storage, and eventual transfer, they reveal the sophisticated planning required to protect both the artwork and the collector's investment.

In a recent decision, only in passing, a Federal District Court addressed how the citizenship of a donative trust is assessed for purposes of diversity jurisdiction.

Why is Alaska a popular state for creating trusts? Listen in to today's episode when our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her...

These amendments to Section 3901 and the revised rules reduce the need for court-appointed guardians of a minor’s property.

Welcome to today's episode with our guest Joy Matak, a partner at SAX, an accounting firm offering Tax Advisory Solutions. On this episode, Joy and our host Mary Vandenack, CEO, Founder, and Managing Partner...

Linda Enion was quoted in the Allegheny County Bar Association's Lawyers Journal article, "News and Notes."

"Top hat plans" have many attractive features, but a new court decision is a reminder that top hat plan participants have limited protections under ERISA ...

Joe Lancaster did a Lunch & Learn on December 8th to local attorneys and CPAs titled "Subchapter S Corporations & Estates/Trusts as Shareholders."