Searching Content indexed under Wealth & Asset Management by Holland & Knight ordered by Published Date Descending.
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Injunctive Relief Denied In Trade Secret Theft Case
Chief Judge Frank P. Geraci, of the Western District of New York, recently denied a temporary restraining order and preliminary injunction sought by irth Solutions, LLC to protect the "unique combination" trade secret...
United States
12 Feb 2019
U.S. Corporate Financing Transactions Facilitated By IRS Proposed Regulation
The Internal Revenue Service (IRS) issued a proposed regulation (the Proposed Regulation) on Oct. 31, 2018.
United States
14 Nov 2018
Matter Of The Estate Of Durcan
A recent New York County Surrogate's Court case, Matter of the Estate of Durcan, highlights the importance of properly completing beneficiary designation forms for retirement accounts, even when one has already completed them at a prior custodian.
United States
11 Sep 2018
Potential Transfer Tax Reform And 2016 Year-End Tax Planning Considerations
With the upcoming Republican control of the executive and legislative branches, tax changes are certain to occur.
United States
20 Dec 2016
Benson Trust Dispute Heads Back To Court
Only a few months ago, it appeared that the dispute between Tom Benson had with his daughter and trustees of trusts he created was settled, but is now heading back to court.
United States
3 Oct 2016
Proposed Treasury Regulations Would Severely Limit Valuation Discounts
The U.S. Department of the Treasury unveiled its long-awaited proposed regulations targeting valuation discounts commonly used in estate planning, thereby overturning decades of settled law.
United States
1 Sep 2016
Enforceability Of Charitable Pledges
In 2010, billionaires Warren Buffett and Bill Gates went public with their "Giving Pledge" campaign. The campaign asks the wealthiest people in the world to donate at least half of their wealth to charity either during lifetime or as a testamentary gift.
United States
28 Sep 2015
The Donald Sterling Case Provides Valuable Trustee Incapacity Insights
The dispute between Donald and Shelly Sterling focused on the issue of whether Shelly Sterling followed the steps required in the trust to remove her husband as trustee on the grounds of his incapacity.
United States
13 Oct 2014
New York To Drastically Change "Gift Tax" Rule
Action Required by March 31, 2014 – Savings Could Be Over $300,000
United States
31 Jan 2014
Report Indicates Wealthy Chinese To Emigrate To US
Many foreigners crave United States citizenship even though it comes with corresponding obligations and responsibilities.
United States
23 Jan 2014
Politically Active? Get Guidance On Updates To Campaign Contribution Laws
As part of a series of post-Watergate ethics reforms during the 1970s, Congress enacted a secondary set of federal campaign contribution limits in order to prevent the circumvention of the direct contribution limits.
United States
4 Dec 2013
Key Factors Of A Computer Digital Account (CDA) Plan To Protect Your Legacy
Increasingly, we interact with the world around us through digital devices and social media.
United States
4 Dec 2013
Revenue Ruling Confirms That IRS Will Recognize Same-Sex Marriages, But Not Civil Unions Or Registered Domestic Partnerships
The recent U.S. Supreme Court decision inUnited States v. Windsor overturning Section 3 of the Defense of Marriage Act raised several questions regarding the federal tax treatment of same-sex couples.
United States
10 Sep 2013
United States v. Windsor: A New Direction In Planning For Same-Sex Couples
On June 26, 2013, the U.S. Supreme Court in United States v. Windsor1 overturned Section 3 of the Defense of Marriage Act ("DOMA"), which had defined marriage as a union between a man and a woman.
United States
18 Jul 2013
January 31 Deadline To Transfer IRA Funds To Charities And Have It Count For 2012
Given the higher tax rates that will apply in 2013 and the limitation on itemized deductions that will affect some higher-income donors, it is important to take maximum advantage of every provision that accomplishes your objectives.
United States
29 Jan 2013
French Trust Law Reporting Requirements
Last year France passed legislation which is aimed at taxing assets held through trusts where there is a connection with France.
1 Oct 2012
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