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 […]
Brad Cohen’s article “Achieving True Privacy for Public Figures Through Privacy Trusts,” was published in the May issue of Los Angeles Lawyer on May 1st, 2019.
Burton Mitchell was profiled in the Baruch Alumni Magazine on November 29, 2018.
President Trump signed into law H.R. 1, which has a major impact on estate planning. The new law doubled the federal exemption for estate tax, gift tax and the tax on generation-skipping transfers (GST), starting January 1, 2018; the lifetime exemption for each of these taxes is now $11.2 million per taxpayer. Married couples together […]
Jamie Ogden’s article “Important tax news for owners of Partnerships and LLCs” was republished by Hotel Online.