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By Susan Rothwell and Michael C. Levy | September 10, 2023
In this article, Susan Rothwell and Michael C. Levy discuss some of the issues and trends that are driving practitioners to recommend revocable trusts more often and to a wider variety of clients.
9 minute read
By Sharon L. Klein | September 10, 2023
The first year of the 2023-2024 legislative session began Jan. 4, 2023 and ended June 8, 2023. In this article, Sharon L. Klein highlights some of the most significant developments.
15 minute read
By Christiana M. Lazo, Tony Ray Meyer Jr., Thomas H. Norelli and Maria L. Bourdeau | September 10, 2023
Business succession planning for family-owned businesses requires solving a myriad of thorny issues and potential conflicts. This article presents approaches to some common governance, tax and technical hurdles families face when planning how to pass the business to the next generation.
8 minute read
By Amanda O'Brien | September 5, 2023
The group does not include any associates. "We need to see what the demand looks like," Dilworth chairman Lawrence McMichael said. "We did offer a couple of associates positions, but they went elsewhere."
3 minute read
By Riley Brennan | September 1, 2023
"Here, extrinsic evidence is necessary to resolve the ambiguity whether, at the time of the making of the will, the decedent intended that the to-be-named charity was to receive the remainder notwithstanding Licorice's failure to survive her," the court said.
7 minute read
By Brian Lee | August 31, 2023
In a statement, Long Island attorneys Paul Marchese and Robin Maynard of Marchese & Maynard said their actions were justified. They also said the settlement terms with the office of the New York Attorney General were just a fraction of what the state originally demanded.
4 minute read
By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy | August 31, 2023
The IRS has recently further extended that earliest start date until Dec. 31, 2024, under Notice 2023-54.
7 minute read
By Lisa Willis | August 24, 2023
California Sen. Dianne Feinstein and her daughter are involved in a messy dispute with her second husband's grown children.
4 minute read
By Ilene Sherwyn Cooper | August 4, 2023
The spring season brought with it decisions from around the state that were of interest to Surrogate's Court practice. Addressed to such issues as stipulations of settlement, transfer of situs, and digital assets, these opinions are discussed below.
8 minute read
By Michael A. Mora | July 28, 2023
"This case unfortunately presents an egregious example of frivolous litigation," Miami-Dade Circuit Judge Beatrice Butchko ruled in the final judgment of sanctions.
4 minute read
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