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  • Article

    Wealth Management Update - April 2019

    The April § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.0%, which is a decrease from the March rate of 3.2%.
    United StatesWealth Management
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    Wealth Management Update - August 2012

    The August applicable federal rate ("AFR") for use with estate planning techniques such as CRTs, CLTs, QPRTs, and GRATs is 1.0%.
    United StatesWealth Management
    Proskauer Rose LLP
    Proskauer Rose LLP
Article

Wealth Management Update - November 2018

These same rates are used in connection with sales to defective grantor trusts.
United StatesWealth Management
Proskauer Rose LLP
Proskauer Rose LLP
  • Article

    What's In A Name? (Part 2): Tax And Other Consequences Caused By Joint Ownership Of Real Property

    In an earlier article we posted entitled "What's in a Name? (Part 1)," we set forth the various possible ways that assets can be titled. Titling controls how an asset that you...
    United StatesWealth Management
    Smith Gambrell & Russell
    Smith Gambrell & Russell
  • Article

    When Privacy Matters Most: Planning For High-Profile Clients

    High-profile individuals and professional athletes face growing privacy risks as their real estate holdings, business interests, and financial information become increasingly accessible through public records.
    United StatesWealth Management
    Dickinson Wright PLLC
    Dickinson Wright PLLC
  • Article

    Silicon Valley Bank And Signature Bank

    The FDIC has statutory obligations to maximize the net present value return from the sale or disposition of the assets entrusted to it as receiver, and to minimize the amount of any loss realized.
    United StatesFinance and Banking
    Seyfarth Shaw LLP
    Seyfarth Shaw LLP
  • Article

    It Could Happen Again: What To Know If There Is Another Bank Failure

    Prompted by the collapse of Silicon Valley Bank (SVB) on March 10, 2023, depositor fear has spread to thousands of other regional and community banks across the nation...
    United StatesInsolvency/Bankruptcy/Re-Structuring
    Davis+Gilbert LLP
    Davis+Gilbert LLP
  • Article

    Ropes Wealth Looks Forward To 2021

    THE YEAR 2020 SAW TREMENDOUS CHANGE AND SUFFERING—not only because of the pandemic but also due to heightened concerns over racial justice and climate change.
    United StatesStrategy
    Ropes & Gray LLP
    Ropes & Gray LLP
  • Article

    Estate Planning Update - July 2014

    We continue to believe that passing property in trust for both a surviving spouse and descendants offers the most benefit to your family.
    United StatesTax
    Day Pitney LLP
    Day Pitney LLP
  • Article

    U.S. Withholding Tax And Reporting Action Items For Investment Funds And Asset Managers (Fall 2018)

    Foreign Investor Forms W-8: An update of Forms W-8 on file for non-U.S. investors is generally recommended by December 31, 2018 to ensure that a date of birth (DOB)...
    United StatesTax
    Akin
    Akin
  • Article

    DOL Issues Proposed Amendment To QPAM Exemption

    The Department of Labor ("DOL") recently issued a proposed amendment to prohibited transaction class exemption 84-14 (the "QPAM Exemption"). The QPAM Exemption permits an investment...
    United StatesWealth Management
    Foley Hoag LLP
    Foley Hoag LLP
  • Article

    Can Decanting Change The Vintage Of Irrevocable Trusts?

    A discussion of how New York allows the revoking of an irrevocable trust.
    United StatesCorporate/Commercial Law
    Gallet Dreyer & Berkey
    Gallet Dreyer & Berkey
  • Article

    Family Offices: New Beginnings For Alternative Capital Arrangements

    Veteran family office operators and managers may have other quotations (or visions) from Mary Shelley's "Frankenstein" in mind
    United StatesCorporate/Commercial Law
    Kirkland & Ellis International LLP
    Kirkland & Ellis International LLP
  • Article

    SEC Advisory Committee Makes Recommendations On ESG Disclosure

    Yesterday, at a meeting of the SEC's Asset Management Advisory Committee, the Committee adopted recommendations (developed by the ESG Subcommittee)...
    United StatesCorporate/Commercial Law
    Cooley LLP
    Cooley LLP
  • Podcast

    The Sponsor's Edge: Insights On Growth And Venture Investing—Alternatives To Down Rounds And Bridging Valuation Gaps (Part I) (Podcast)

    We are pleased to introduce a new Ropes & Gray podcast series, The Sponsor's Edge: Insights on Growth and Venture Investing, which explores a variety of subjects of importance...
    United StatesCorporate/Commercial Law
    Ropes & Gray LLP
    Ropes & Gray LLP
  • Article

    Trends In U.S. M&A And Private Equity

    In the United States, a rise in vaccination rates, falling unemployment and continued economic recovery have spurred a level of confidence not realized since before the onset of COVID-19.
    United StatesCorporate/Commercial Law
    Croke Fairchild Morgan & Beres LLC
    Croke Fairchild Morgan & Beres LLC
  • Article

    Wealth Management Update - June 2016

    The June § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 1.8%, which has remained constant since March.
    United StatesFamily and Matrimonial
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    FCA 2019/20 Business Plan Released Highlighting Conduct Supervision And Financial Crime As Key Focus

    The Financial Conduct Authority ("FCA") has released its business plan for 2019/20, in which it sets out its areas of focus for the coming year, and outlines how it proposes to respond to issues it has identified.
    United StatesFinance and Banking
    Ropes & Gray LLP
    Ropes & Gray LLP
  • Article

    Safe Harbor For The Distribution Of Research Reports

    On November 30, 2018, the SEC adopted a new rule 1 establishing a non-exclusive research report safe harbor for unaffiliated brokers or dealers that publish or distribute research reports...
    United StatesFinance and Banking
    Mayer Brown
    Mayer Brown
  • Article

    Automated Trade Secret Asset Management: Five Elements

    Trade secrets are some of the most valuable intellectual property assets in the world. Many companies owe substantial growth in their market value to their trade secret assets.
    United StatesIntellectual Property
    Fisher Broyles
    Fisher Broyles
  • Showing 881–900 of 1292 results

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