| Aug 27 2025 |
Executive Order Opens Door to Alternative Assets in 401(k)s: Key Considerations for Plan Fiduciaries |
Ogletree, Deakins, Nash, Smoak & Stewart, P.C. |
| Aug 25 2025 |
Tax Provision Changes: How the OBBBA Impacts Individuals, Businesses and Estate Planning |
Katten |
| Aug 21 2025 |
Countdown to Compliance: What Employers Need to Know About New York’s Secure Choice Savings Program |
Jackson Lewis P.C. |
| Aug 20 2025 |
Qualified Small Business Stock in Tax and Estate Planning |
Blank Rome LLP |
| Aug 19 2025 |
Trump EO Seeks to Expand Access to Alternative Investments in Retirement Plans |
McDermott Will & Schulte LLP |
| Aug 12 2025 |
Selecting Annuity Providers for Retirement Plans: Tips for Success |
Bradley Arant Boult Cummings LLP |
| Aug 10 2025 |
Court Reversed Judgment Against A Trustee Due To Jury Instruction Errors And Also Held That A Party Is Not Entitled To A Jury Trial In Trustee Removal Actions |
Winstead |
| Aug 10 2025 |
Court Dismissed Appeal From Interim Trust Orders Because It Lacked Jurisdiction |
Winstead |
| Aug 8 2025 |
Amendments to Section 1202 Tax Exclusion for Sale of Qualified Small Business Stock Provide to Lift to Startups and Angel Investors |
K&L Gates LLP |
| Aug 6 2025 |
Will Your Will Stand the Test of Time? |
Chuhak & Tecson, P.C. |
| Aug 2 2025 |
Court Affirmed An Order Removing A Trustee |
Winstead |
| Aug 2 2025 |
Court Affirmed A Probate Court’s Granting Of Plea To The Jurisdiction Based On The Estate Beneficiaries’ Lack Of Standing |
Winstead |
| Jul 29 2025 |
Key Estate and Tax Planning Changes in New H.R. 1 Bill |
Varnum LLP |
| Jul 27 2025 |
How to Write an Ethical Will with Examples – The Human Side of Wealth Transfer |
Cresset Capital Management |
| Jul 26 2025 |
Supreme Court Stays Reinstatement of CPSC Democratic Commissioners |
Keller and Heckman LLP |
| Jul 23 2025 |
The Importance of Service Agreements |
Varnum LLP |
| Jul 21 2025 |
IRS Clarifies that Failure to Cash Checks Does Not Affect Withholding or Reporting |
Proskauer Rose LLP |
| Jul 21 2025 |
Court Reversed Judgment Against a Financial Advisor Due To a Lack of Evidence of Damages |
Winstead |
| Jul 21 2025 |
Court Affirms Order Holding That There Was an Informal Marriage |
Winstead |
| Jul 18 2025 |
Nevada Puts New Retirement Savings Program Into Gear |
Ogletree, Deakins, Nash, Smoak & Stewart, P.C. |
| Jul 18 2025 |
Why Estate Planning Is Important for Entrepreneurs |
Cresset Capital Management |
| Jul 17 2025 |
Que Sera, Sera: No Declaratory Relief After Songwriter’s Heir Terminated Copyright Assignments |
McDermott Will & Schulte LLP |
| Jul 16 2025 |
Understanding the One Big Beautiful Bill Act: Key Tax Changes for Business Owners and Estate Planning Clients |
Mintz |
| Jul 15 2025 |
The One Big Beautiful Bill: Continuity and Change in Personal Planning |
Goulston & Storrs |
| Jul 15 2025 |
Ten Minute Interview: The Big Beautiful Bill Unpacked: Risks, Moves, and Opportunities [Video] |
Foley & Lardner LLP |
| Jul 14 2025 |
One Big Beautiful Bill Act: Assessing the Impact of New Tax Legislation on Single-Family Offices and Their Stakeholders |
McDermott Will & Schulte LLP |
| Jul 14 2025 |
Time to Turn Off the Cruise Control: Advanced Planning Considerations When Exemptions Are High |
von Briesen & Roper, s.c. |
| Jul 14 2025 |
Payroll Brass Tax: Final Paychecks for Deceased Employees [Podcast] |
Ogletree, Deakins, Nash, Smoak & Stewart, P.C. |
| Jul 10 2025 |
Tax Reform 2.0 — The One, Big, Beautiful Bill |
Mintz |
| Jul 10 2025 |
The One Big Beautiful Bill Act Signed into Law: Tax Implications at a Glance |
Mintz |
| Jul 9 2025 |
Estate Planning Update: How the “Big Beautiful Bill” Affects Your Estate Plan |
Chuhak & Tecson, P.C. |
| Jul 9 2025 |
Elder Law Update: How the New Tax Bill Could Affect Your Family |
Chuhak & Tecson, P.C. |
| Jul 3 2025 |
One Big Beautiful Bill Passes, Heads to President's Desk |
Miller Canfield |
| Jul 3 2025 |
One Big Beautiful Bill: Estate and Gift Tax Exclusion and the Generation-Skipping Transfer Tax Exemption Increases to $15 Million |
Miller Canfield |
| Jul 1 2025 |
Florida District Court Declines to Expand ERISA Disclosure Requirements |
Jackson Lewis P.C. |
