Scott Chipolina, in his Financial Times article, discusses expert criticism of the crypto industry. His article, “Tech experts urge Washington to resist crypto industry’s influence”, begins as follows: A group of renowned technologists has joined forces to urge US lawmakers to crack down on the burgeoning cryptocurrencies industry, marking the first concerted effort to counter well-financed lobbying … Continue reading Financial Times: Tech experts urge Washington to resist crypto industry’s influence (June 1, 2022)
Author: Anthony Tran
Jennifer Bittel Derby: When to Consider a Change in your Estate Planning Documents (May 27, 2022)
Jennifer Bittel Derby, of Tucker Arensberg, P.C., has made available for download her article, “When to Consider a Change in your Estate Planning Documents”, published in JDSUPRA. The abstract is as follows: As estate planning attorneys, we not only discuss with clients the importance of having estate planning documents in place, but also the importance of … Continue reading Jennifer Bittel Derby: When to Consider a Change in your Estate Planning Documents (May 27, 2022)
Alex Harrington: Challenging a Will Based on Incapacity or Undue Influence (May 27, 2022)
Alex Harrington, of Burns & Levinson LLP, has made available for download his article, “Challenging a Will Based on Incapacity or Undue Influence”, published in JDSUPRA. The abstract is as follows: When a loved one passes away and their estate plan is revealed for the first time, it is common to experience varied emotions, including curiosity, … Continue reading Alex Harrington: Challenging a Will Based on Incapacity or Undue Influence (May 27, 2022)
David Handler, J.D, and Howard Sharfman: Don’t Want to Leave Money to Your Kids? You’ll Probably Change Your Mind (May 26, 2022)
David Handler, J.D and Howard Sharfman, of Kiplinger.com, have made available for download their article, “Don’t Want to Leave Money to Your Kids? You’ll Probably Change Your Mind,” published in The Kiplinger Washington Editors. The article begins as follows: Some parents fear leaving their children too much money. They talk about their friend’s child, who ended up … Continue reading David Handler, J.D, and Howard Sharfman: Don’t Want to Leave Money to Your Kids? You’ll Probably Change Your Mind (May 26, 2022)
HBR: Stop the Meeting Madness (July-August 2017)
Leslie A. Perlow, Constance Noonan Hadley, and Eunice Eun have published their Harvard Business Review article, “Stop the Meeting Madness”. The summary is as follows: Many executives feel overwhelmed by meetings, and no wonder: On average, they spend nearly 23 hours a week in them, up from less than 10 hours in the 1960s. What’s more, the … Continue reading HBR: Stop the Meeting Madness (July-August 2017)
Edward Baker: SCPA 2103 Proceedings – A Fiduciary’s Right to Commence a Licensed Fishing Expedition (May 25, 2022)
Edward Baker has made available for download his article titled “SCPA 2103 Proceedings – A Fiduciary’s Right to Commence a Licensed Fishing Expedition,” published in New York Trusts & Estates Litigation Blog. The article begins as follows: A discovery proceeding pursuant to SCPA 2103 may be commenced by any legal representative of the estate, including a preliminary executor or … Continue reading Edward Baker: SCPA 2103 Proceedings – A Fiduciary’s Right to Commence a Licensed Fishing Expedition (May 25, 2022)
New York State Bar Association: Report on Cryptocurrency and Other Fungible Digital Assets (April 18, 2022)
The New York State Bar Association has made available for download their report, "Report on Cryptocurrency and Other Fungible Digital Assets" which discusses guidance issued by the Internal Revenue Service on the tax treatment of cryptocurrency. Click here to view the full report "Report on Cryptocurrency and Other Fungible Digital Assets". Posted by Anthony Tran, Associate … Continue reading New York State Bar Association: Report on Cryptocurrency and Other Fungible Digital Assets (April 18, 2022)
Stephen W. Murphy, Michael H. Barker, Jodie Herrmann Lawson, and Hunter M. Glenn (McGuireWoods LLP): Virginia Supreme Court: Arbitration Clauses in Trusts Are Not Enforceable Against Beneficiaries (May 12, 2022)
Stephen W. Murphy, Michael H. Barker, Jodie Herrmann Lawson, and Hunter M. Glenn of McGuireWoods LLP, have made available for download their article, “Virginia Supreme Court: Arbitration Clauses in Trusts Are Not Enforceable Against Beneficiaries,” published on McGuireWoods’s website. The abstract is as follows: In Boyle v. Anderson, No. 210382 (Va. April 14, 2022), the Supreme Court of Virginia addressed … Continue reading Stephen W. Murphy, Michael H. Barker, Jodie Herrmann Lawson, and Hunter M. Glenn (McGuireWoods LLP): Virginia Supreme Court: Arbitration Clauses in Trusts Are Not Enforceable Against Beneficiaries (May 12, 2022)
John Bunge: IRS Proposes Regulations Affecting Estate and Gift Taxes (April 29, 2022)
John Bunge, of Waller Lansden Dortch & Davis, LLP, has made available for download his article, “IRS Proposes Regulations Affecting Estate and Gift Taxes”, published in JDSUPRA. The abstract is as follows: New regulations proposed by the IRS seek to address the basic exclusion amount for estate and gift taxes which was doubled in 2017 … Continue reading John Bunge: IRS Proposes Regulations Affecting Estate and Gift Taxes (April 29, 2022)
Jeffrey Pennell and Reid K. Weisbord: Trust Alteration and the Dead Hand Paradox (April 20, 2022)
Jeffrey Pennell of Emory University School of Law and Reid K. Weisbord of Rutgers Law School have made available for download their article, “Trust Alteration and the Dead Hand Paradox,” published in ACTEC Law Journal, 2023 Forthcoming. The abstract is as follows: Trusts are popular instruments for wealth transmission because they can be crafted to suit … Continue reading Jeffrey Pennell and Reid K. Weisbord: Trust Alteration and the Dead Hand Paradox (April 20, 2022)
Forbes: American Elders Are Short-Changed 5 Years of Healthy Retirement (April 7, 2022)
Forbes has published an article, “American Elders Are Short-Changed 5 Years Of Healthy Retirement”, which discusses the gap in healthy retirement between American elders and elders of comparable wealthy nations. The article begins as follows: America’s elders die sooner and are sicker than their counterparts in other rich nations. American elders also must work longer … Continue reading Forbes: American Elders Are Short-Changed 5 Years of Healthy Retirement (April 7, 2022)
Ray Dalio: The Popping of the Bubble Stocks: An Update (May 2, 2022)
Ray Dalio has published an article, titled “The Popping of the Bubble Stocks: An Update” which discusses the latest indicators that may suggest that the stock market is in a bubble. The articles begins as follows: The latest readings from the “bubble indicator.”As you know, I like to convert my intuitive thinking into indicators which … Continue reading Ray Dalio: The Popping of the Bubble Stocks: An Update (May 2, 2022)
Daily Mail: The only man Elon trusts to look after his $240 billion: Secretive friend who runs Musk’s family office controls his wealth – but also helped him investigate ‘pedo guy’ and was fired by Merrill Lynch (April 27, 2022)
Daily Mail has published an article, “The only man Elon trusts to look after his $240 billion: Secretive friend who runs Musk's family office controls his wealth - but also helped him investigate 'pedo guy' and was fired by Merrill Lynch,” which discusses Jared Birchall who is Elon Musk's private wealth management advisor. The article … Continue reading Daily Mail: The only man Elon trusts to look after his $240 billion: Secretive friend who runs Musk’s family office controls his wealth – but also helped him investigate ‘pedo guy’ and was fired by Merrill Lynch (April 27, 2022)
Andrew Granato: A Matter of High Interest: How a Quiet Change to an Actuarial Assumption Turbocharges the Life Insurance Tax Shelter (April 18, 2022)
Andrew Granato, of Yale Law School and Yale School of Management, has made available for download his article, “A Matter of High Interest: How a Quiet Change to an Actuarial Assumption Turbocharges the Life Insurance Tax Shelter,” published in Draft of Connecticut Insurance Law Journal, Vol. 29, 2022, Forthcoming. The abstract is as follows: Draft: … Continue reading Andrew Granato: A Matter of High Interest: How a Quiet Change to an Actuarial Assumption Turbocharges the Life Insurance Tax Shelter (April 18, 2022)
The Washington Post: The American retirement system is built for the rich (April 20, 2022)
The Washington Post has made available for download their article, “The American retirement system is built for the rich”, which discusses how tax legislation often yield generous benefits for high-income savers more so than for the other portions of the population. The article begins as follows: Democrats and Republicans in Congress don’t typically agree on tax … Continue reading The Washington Post: The American retirement system is built for the rich (April 20, 2022)
Ron Aucutt (Bessemer Trust): Washington Update (April 1, 2022)
Ron Aucutt, Senior Fiduciary Counsel, Bessemer Trust, has released his summary of Biden Legislative Proposals. The Summary is below: Recent budget proposals from the Biden Administration provide some insights into what legislative changes in estate and gift tax and related income tax rules might be made, if not this year then perhaps in the future. … Continue reading Ron Aucutt (Bessemer Trust): Washington Update (April 1, 2022)
Taxpayer Advocate Service – NTA Blog: Math Error Notices: What You Need to Know and What the IRS Needs to Do to Improve Notices (April 19, 2022)
The Taxpayer Advocate Service has published an article titled “NTA Blog: Math Error Notices: What You Need to Know and What the IRS Needs to Do to Improve Notices”. The article begins as follows: Millions of taxpayers have received math error notices adjusting their returns, including the amount of recovery rebate credit (RRC), child tax … Continue reading Taxpayer Advocate Service – NTA Blog: Math Error Notices: What You Need to Know and What the IRS Needs to Do to Improve Notices (April 19, 2022)
ProPublica: “If You’re Getting a W-2, You’re a Sucker” (April 15, 2022)
Paul Kiel has published his article, “If You’re Getting a W-2, You’re a Sucker”. The abstract is as follows: Nikki Spretnak loved being an IRS agent. Being able to examine the books of different businesses gave her an intimate view of the economy. But over the years, she became more and more conscious of a chasm … Continue reading ProPublica: “If You’re Getting a W-2, You’re a Sucker” (April 15, 2022)
Rocky Mengle: 14 States That Won’t Tax Your Pension (April 6, 2022)
Rocky Mengle, of Kiplinger.com, has made available for download his article, “14 States That Won't Tax Your Pension,” published in The Kiplinger Washington Editors. The article begins as follows: Congratulations if you're one of the lucky few who still have a traditional pension (a.k.a., a defined benefit plan). But once you've retired, remember that Uncle … Continue reading Rocky Mengle: 14 States That Won’t Tax Your Pension (April 6, 2022)
Probate Stars: Florida Appeals Court Says No Fees and Costs Reimbursement To Personal Representative From Sale Of Homestead Property (April 11, 2022)
Probate Stars summarizes the facts of Lanford v. Phemister and how the Florida Appeals Court reversed a probate court’s order permitting the personal representative fees and costs to be paid from proceeds of the sale of protected homestead property, following the well-established law that constitutionally protected homestead property is not subject to the expenses of estate administration. … Continue reading Probate Stars: Florida Appeals Court Says No Fees and Costs Reimbursement To Personal Representative From Sale Of Homestead Property (April 11, 2022)
Wealth Strategies Journal 