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Searching Content indexed under Wealth & Asset Management by Proskauer Rose LLP ordered by Published Date Descending.
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1
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 States
29 Apr 2019
2
SEC Issues No-Action Relief Increasing Flexibility For Certain In-Person Director Voting Requirements
On February 28, 2019, the staff of the Division of Investment Management (the "Staff") of the Securities and Exchange Commission (the "SEC") issued a no-action letter.
United States
13 Mar 2019
3
Special Issues Under Sections 13(d) And 16 For Hedge Funds
The latest chapter in our Practical Guide to the Regulation of Hedge Fund Trading Activities has been released.
United States
25 Jan 2019
4
The Proposed BEAT Regulations
On December 13, 2018, the Internal Revenue Service and the Department of the Treasury released proposed regulations with respect to the "base erosion and anti-abuse tax" under section 59A of the Internal Revenue Code.
United States
7 Jan 2019
5
Wealth Management Update - December 2018
Important federal interest rates continue to rise.
United States
10 Dec 2018
6
Wealth Management Update - November 2018
These same rates are used in connection with sales to defective grantor trusts.
United States
9 Nov 2018
7
Wealth Management Update - October 2018
The October § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.4%, down slightly from 3.44% in September.
United States
10 Oct 2018
8
Wealth Management Update July 2018
July Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-family Loans and Split Interest Charitable Trusts (Rev. Rul. 2018-16)
United States
11 Jul 2018
9
Wealth Management Update - May 2018
These same rates are used in connection with sales to defective grantor trusts.
United States
28 Jun 2018
10
Wealth Management Update - March 2018
The March § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.0%, up 0.2% from February.
United States
8 Mar 2018
11
The New Estate Tax Law – Here Today, Gone Tomorrow
On December 22, 2017, the Tax Cuts and Jobs Act (the "Act") was signed into law. The Act implements a variety of significant tax reforms. Pertinent to estate, gift ...
United States
21 Feb 2018
12
Wealth Management Update - June 2017
Wealth Management Update - June 2017 - Newsletter
United States
8 Jun 2017
13
Wealth Management Update - February 2017
The February § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.6%, up 0.2% from January.
United States
13 Feb 2017
14
Personal Planning Strategies - December 2016
It should be noted that while the estate tax exemption is portable among spouses at death, the GST tax exemption is not portable.
United States
9 Dec 2016
15
Wealth Management Update - October 2016
The October Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 1.6%, up 0.2% from September.
United States
3 Oct 2016
16
Wealth Management Update - September 2016
Clients also should continue to consider refinancing existing intra-family loans.
United States
1 Sep 2016
17
Personal Planning Strategies - August 2016
Low interest rates can create wealth transfer opportunities. For various wealth transfer techniques, the IRS assumes that a certain minimum interest rate is in effect, known as the applicable federal rate...
United States
2 Aug 2016
18
Wealth Management Update - July 2016
The July § 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 States
29 Jun 2016
19
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 States
2 Jun 2016
20
Wealth Management Update (March 2016)
March Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
United States
30 Mar 2016
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