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Trusts & Estates

Taxation and Trusts & Estates Preparing for the Corporate Transparency Act / Disclosure of Beneficial Ownership Information to FINCEN

New federal disclosure requirements for your businesses and entities will become effective January 1, 2024 – the reporting requirements are burdensome, can be triggered multiple times in a single calendar year and are subject to both civil and criminal liability. Accordingly, you should prepare to comply with the new law now. Specifically, in 2021, Congress passed […]

Trusts & Estates AB 2245: California’s New Law and Its Impact on Estate Planning

“Whether you are the planner or the valuation expert, it is prudent to have a firm understanding of this new law, the protections it affords to your clients and the potential impact on value, and therefore planning opportunities,” according to Eric Bardwell of Jeffer Mangels Butler & Mitchell and Carsten Hoffmann of Stout. By Eric […]

Taxation and Trusts & Estates Trusteeships in an Election Year: Time-Sensitive Planning, Fiduciary Selection Considerations, and Drafting Solutions During COVID-19

Trusteeships in an Election Year: Time-Sensitive Planning, Fiduciary Selection Considerations, and Drafting Solutions During COVID-19 By: Megan Ferkel Earhart, Esq. and Ryan Shumacher, Esq. We live in strange and unprecedented times, both from an estate planning perspective and globally. The combination of COVID-19 and a particularly tumultuous election year have led to a spike in […]

Trusts & Estates Update on COVID-19 Tax Provisions for Individuals

For more information on how we can help you and your business, visit our COVID-19 Resource Center. Many clients have contacted us inquiring about their estate plan. We want to assure you that we are fully functional during this time and available to assist you with your personal and business legal needs. We hope that […]