Mondaq USA: Wealth Management
Ostrow Reisin Berk & Abrams
Most college packing lists do not include an estate plan; however, a few basic documents can give you peace of mind as your son or daughter heads off to college.
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?
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.
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
Proskauer Rose LLP
The September Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.2%,
Proskauer Rose LLP
Important federal interest rates continued to drop for August 2019.
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.
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
Cadwalader, Wickersham & Taft LLP
During the past decade there has been a significant shift in the ownership and structure of the private trust business that serves high net worth individuals and families in the United States
Proskauer Rose LLP
The Supreme Court ruled unanimously on June 21, 2019, that a trust beneficiary's residence in a State, standing alone, is not sufficient for that State to impose income tax on that trust.
Cadwalader, Wickersham & Taft LLP
OFAC designated the son of Venezuelan leader Nicolas Maduro Moros for contributing to the ongoing crisis in Venezuela.
Duff and Phelps
Many transactions take place over the useful lives of capital assets, from initial capital planning and budgeting to ultimate disposal.
Cadwalader, Wickersham & Taft LLP
The SEC named Adam S. Aderton as the new co-chief of the Asset Management Unit's Enforcement Division. Mr. Aderton, who replaces Anthony Kelly, will share the position with Dabney O'Riordan.
Ropes & Gray LLP
Well, the executive order is primarily intended to promote private investment in domestic energy infrastructure and its broader then just these retirement issues.
Proskauer Rose LLP
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%.
Maples Group
Recent changes to US tax legislation regarding the audit process for partnerships have important implications for CLO managers ...
Duff and Phelps
The publication also includes general regulatory updates from the United Kingdom, United States and European Union.
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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.
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
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.
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
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
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
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.
Proskauer Rose LLP
Important federal interest rates continued to drop for August 2019.
Kramer Levin Naftalis & Frankel LLP
Public Alternative Funds Archive - August 15, 2019
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