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 […]
An article by Brad Cohen titled, “Tax and Estate Planning for Postmortem Celebrity,” was published in the syllabus for the 47th Annual Entertainment Symposium for the UCLA Ziffren Institute for Media, Entertainment, Technology & Sports Law. This article was originally published by LA Lawyer Magazine in May 2017.
“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 […]
Eric Bardwell co-wrote the article, “AB 2245: California’s New Law and Its Impact on Estate Planning,” published by The Recorder on February 28, 2023.
An article by Eric Bardwell titled “California Admits Incomplete Gift Non-Grantor Trusts Work…For Now” was published by Bloomberg Tax on December 3, 2020. It was republished by the Tax Management Estates, Gifts, and Trusts Journal on January 7, 2021. Read the article here.
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 […]
Eric Bardwell and Matthew Landa co-wrote the article, “Wondering if Wandry Works? The Devil Is in the Details,” published by TaxNotes.
Eric Bardwell co-wrote the article, “Tax Court Ruling Highlights Importance Of Formula Clauses,” published by Law360.
Eric Bardwell co-wrote the article, “INSIGHT: Stock Ownership Plans Can Minimize Tax on Liquidity Event,” published by Bloomberg Tax.
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 […]