1,292 results found

Over the last six years, investment management professionals have steadily increased their use of alternative data to improve decision-making, optimize portfolios, improve due diligence, and boost returns.

The June Section 7520 rate for use in estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 4.2%, a slight decrease from the May rate of 4.4%.

The February § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 1.2%, which is a slight increase from January's rate of 1.0%.

US persons are amongst the most heavily taxed in the world.

A debtor, regardless of state residence, can seek protection from his or her creditors in the federal bankruptcy courts.

Wealth, in a multitude of forms, values, whether articulated or not, and the power that accompanies wealth have passed, more or less successfully...

After two successful offshore voluntary disclosure programs, the IRS on Jan. 9 announced a new 2012 Offshore Voluntary Disclosure Program (2012 OVDP).

In this Ropes & Gray podcast, asset management partner Joel Wattenbarger and associate Gideon Blatt discuss the federal banking agencies' proposed amendments to the Volcker Rule's...

The September Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.2%,

The Great Wealth Transfer: Strategies for Succession, Legacy and Wealth Generation

October 2021 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts

On this episode of Ropes & Gray's California Law for Asset Managers podcast series, asset management counsel Catherine Skulan and Chelsea Childs provide an overview of California's fee disclosure law...

Yesterday (December 11, 2018), the House passed H.R. 7217, the Improving Medicaid Programs and Opportunities for Eligible Beneficiaries (IMPROVE) Act.

When chapter 11 cases with multiple debtors are converted to chapter 7, one of the biggest challenges facing trustees is the task of accurately demarcating co-mingled assets ...

The May 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.00%, which is the same as the April 2025 Section 7520 rate.

President Trump signed the Economic Growth, Regulatory Relief, and Consumer Protection Act (the "Growth Act") into law on May 24, 2018.

Action Required by March 31, 2014 – Savings Could Be Over $300,000

Young athletes are earning significant income through NIL deals before turning professional, yet traditional financial advisory models introduce legal and estate planning too late in their careers. How can the sports industry better protect athletes' wealth by establishing coordinated advisory teams, trust structures, and comprehensive planning during the NIL era rather than waiting until after major contracts are signed?