Mondaq USA: Wealth Management > Wealth & Asset Management
Ostrow Reisin Berk & Abrams
Did you know that it may be advantageous to file a gift tax return when transferring property to, or for the benefit of, a family member even when a gift tax return is not required?
Pryor Cashman LLP
Courts in New York have long required that non-competes and other post-employment restrictive covenants be supported by adequate consideration in order to be enforceable.
Akin Gump Strauss Hauer & Feld LLP
On August 21, 2019, the Securities and Exchange Commission (SEC) voted 3 to 2 to adopt new interpretive guidance (the "Voting Interpretation") applicable to investment advisers regarding their
Ropes & Gray LLP
They discuss the key arguments raised in the trial over the claims, and the evidence relied upon by the court in finding in MetWest's favor across the board.
Kramer Levin Naftalis & Frankel LLP
According to a Preqin report (reg. req.), 74% of investors in alternatives believe equity markets are at a peak, up from 61% at the end of 2018, and 6% believe markets are expanding
Cadwalader, Wickersham & Taft LLP
On August 29, 2019, an Illinois court denied a petition by a political activist and a hedge fund seeking leave to file a lawsuit claiming that approximately $16 billion of Illinois's
Kramer Levin Naftalis & Frankel LLP
Public Alternative Funds Archive - 2017 (September 5, 2019)
Kramer Levin Naftalis & Frankel LLP
Public Alternative Funds Archive - 2016
McLane Middleton, Professional Association
As our population ages at increasing rates and individuals continue to live longer, shared concerns about the costs of long-term care become more common. The majority of our population
Proskauer Rose LLP
The September Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.2%,
Ropes & Gray LLP
On August 21, 2019, the SEC published two releases: Commission Guidance Regarding Proxy Voting Responsibilities of Investment Advisers (the "IA Release") and Commission
Debevoise & Plimpton
The first half of 2019 has seen increased clarity on a number of substantial issues that have affected both general and limited private equity partners.
Kramer Levin Naftalis & Frankel LLP
Public Alternative Funds Archive - August 15, 2019
Proskauer Rose LLP
Important federal interest rates continued to drop for August 2019.
Ropes & Gray LLP
In a decisive August 5 ruling that could be the final nail in the coffin for plaintiffs' efforts to compare advisory and subadvisory fees, a federal court in the Central District of California rejected claims of excessive mutual fund fees ...
Cadwalader, Wickersham & Taft LLP
Several major trade associations called on U.S. prudential regulators and the CFTC to expand the types of money market funds ("MMFs") eligible for derivatives initial margin.
Withers LLP
This is an historic tax jurisdiction case in which the U.S. Supreme Court addressed whether the due process clause of the U.S. Constitution prohibits states from taxing trusts based solely on trust beneficiaries' in-state residency.
Morrison & Foerster LLP
On July 22, 2019, five federal agencies (the "Agencies")[1] published a final rule (the "Final Rule"), which conforms the regulations implementing the Volcker Rule[2]
Proskauer Rose LLP
July 25, 2019 (New York) – International law firm Proskauer released its mid-year private credit highlights as an accompaniment to its annual Private Credit Insights report.
Ropes & Gray LLP
Also, they or their private funds may instead have obligations under other similar regulations.
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Debevoise & Plimpton
The first half of 2019 has seen increased clarity on a number of substantial issues that have affected both general and limited private equity partners.
Ropes & Gray LLP
On August 21, 2019, the SEC published two releases: Commission Guidance Regarding Proxy Voting Responsibilities of Investment Advisers (the "IA Release") and Commission
Womble Bond Dickinson
The Hart-Scott-Rodino Antitrust Improvements Act of 1976 ("HSR Act") requires that parties to significant mergers, acquisitions, or other transactions notify the Federal Trade Commission ("FTC") and the Department of Justice ("DOJ") prior to consummating the transaction.
Proskauer Rose LLP
Important federal interest rates continued to drop for August 2019.
Withers LLP
The modern notion of a family office charged with the stewardship of a single family's wealth for current and future generations emerged in the 19th century. The
Skadden, Arps, Slate, Meagher & Flom (UK) LLP
Issuers of bonds governed by New York law indentures – the instrument containing the rights and obligations of the issuer, the trustee for the bondholders and the noteholders under the bonds
Withers LLP
This is an historic tax jurisdiction case in which the U.S. Supreme Court addressed whether the due process clause of the U.S. Constitution prohibits states from taxing trusts based solely on trust beneficiaries' in-state residency.
Ropes & Gray LLP
Also, they or their private funds may instead have obligations under other similar regulations.
Kramer Levin Naftalis & Frankel LLP
Public Alternative Funds Archive - August 15, 2019
Kramer Levin Naftalis & Frankel LLP
Public Alternative Funds Archive - 2016
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