Shahbaz Ahmad Cheema, Distribution of Inheritance under Islamic Law: An Appraisal of Online Inheritance Calculators (August 16, 2020)

Shahbaz Ahmad Cheema, of Punjab University - Law College, has mad available for download his article, Distribution of Inheritance under Islamic Law: An Appraisal of Online Inheritance Calculators. The abstract is as followed: With the proliferation of the internet, new modes of access and dissemination have been invented. This paradigmatic shift is not only providing … Continue reading Shahbaz Ahmad Cheema, Distribution of Inheritance under Islamic Law: An Appraisal of Online Inheritance Calculators (August 16, 2020)

Paul Bonner: Final regs. outline trust and estate expenses still deductible under TCJA (September 22, 2020)

Paul Bonner's column in the Journal of Accountancy focuses on new IRS tax law updates. His article, Final regs. outline trust and estate expenses still deductible under TCJA, begins as follows: The IRS on Monday issued final regulations (T.D. 9918) clarifying that certain expenses incurred by, and certain excess deductions upon the termination of, an … Continue reading Paul Bonner: Final regs. outline trust and estate expenses still deductible under TCJA (September 22, 2020)

Evan Beach (Campbell Wealth Management): What Clients (Actually) Value Most In A Financial Advisor (October 19, 2020)

Evan Beach, of Campbell Wealth Management, has made available for download his article, What Clients (Actually) Value Most In A Financial Advisor, published in Kitces.com. The abstract is as follows: For many financial advisors, ‘proving’ their worth to prospects prior to engaging them as clients (by delving deep into the details of the prospect’s situation, … Continue reading Evan Beach (Campbell Wealth Management): What Clients (Actually) Value Most In A Financial Advisor (October 19, 2020)

Sharon L. Klein (Family Matter)- New York’s Latest Legislative Session: What Passed, What Didn’t, What’s Next (September 14, 2020)

Sharon L. Klein, President of Family Matter, has made available for download her article, New York’s Latest Legislative Session: What Passed, What Didn’t, What’s Next, published in the New York Law Journal Special Trusts & Estates section. The abstract is as follows: Learn about what passed and what didn’t in New York’s 2019- 2020 legislative session … Continue reading Sharon L. Klein (Family Matter)- New York’s Latest Legislative Session: What Passed, What Didn’t, What’s Next (September 14, 2020)

Julia Evans (Sept. 2017): How to answer questions in a helpful way

Julia Evans' weekly blog posts focus on best business practices and management. Her article, How to answer questions in a helpful way, begins as follows: Your coworker asks you a slightly unclear question. How do you answer? I think asking questions is a skill and that answering questions in a helpful way is also a … Continue reading Julia Evans (Sept. 2017): How to answer questions in a helpful way

Paul Vallely, The Guardian (September 8): How philanthropy benefits the super-rich

Paul Vallely's The Guardian column focuses on the benefits of philanthropy. His article, How philanthropy benefits the super-rich, begins as follows: hilanthropy, it is popularly supposed, transfers money from the rich to the poor. This is not the case. In the US, which statistics show to be the most philanthropic of nations, barely a fifth … Continue reading Paul Vallely, The Guardian (September 8): How philanthropy benefits the super-rich

Ithi Joshi (Dunlap Bennett & Ludwig PLLC): Does my Company Lose its S-Corp Election if a Shareholder Dies? (September 24, 2020)

Ithi Joshi, of Dunlap Bennett & Ludwig PLLC, has made available for download her article, Does my Company Lose its S-Corp Election if a Shareholder Dies?, published in JDSUPRA. The abstract is as follows: S-Corp tax treatment continues to be a popular choice for many business corporations as they seek favorable tax treatment of business income. The S-Corp status … Continue reading Ithi Joshi (Dunlap Bennett & Ludwig PLLC): Does my Company Lose its S-Corp Election if a Shareholder Dies? (September 24, 2020)

Texas Fiduciary Litigator, Presentation: Preparing the Charge, the Charge Conference, and Protecting the Record (September 11, 2020)

Winstead Publications, in their Texas Fiduciary Litigator Blog, discusses Texas Department of Highways v. Payne David F. Johnson presented his paper entitled “Preparing the Charge, The Charge Conference, and Protecting the Charge,” to the State Bar of Texas’s Advanced Civil Appellate Course on September 9, 2020. The presentation covered the history of Texas charge practice regarding the use of broad … Continue reading Texas Fiduciary Litigator, Presentation: Preparing the Charge, the Charge Conference, and Protecting the Record (September 11, 2020)

Florida Probate & Trust Litigation Blog: What’s the right way and the wrong way to deed property OUT of your revocable trust? (August 23, 2020)

Juan C. Antúnez, in his Florida Probate & Trust Litigation Blog, discusses what is the right way and the wrong way to deed property OUT of your revocable trust. His article begins as follows: Deeding property “into” and “out” of trusts is the kind of bread and butter work trusts and estates lawyers do all the time. But … Continue reading Florida Probate & Trust Litigation Blog: What’s the right way and the wrong way to deed property OUT of your revocable trust? (August 23, 2020)

Saul Levmore, Death as Divorce for the Abandoned Spouse: Davis V. Combes and the Cautious and Gender-Sensitive Judiciary (December 12, 2019)

Saul Levmore, of the University of Chicago Law School, has made available for download his article, Death as Divorce for the Abandoned Spouse: Davis V. Combes and the Cautious and Gender-Sensitive Judiciary, published in Social Science Research Network. The abstract is as followed: Davis v. Combes is a Seventh Circuit decision by Judge Diane Wood … Continue reading Saul Levmore, Death as Divorce for the Abandoned Spouse: Davis V. Combes and the Cautious and Gender-Sensitive Judiciary (December 12, 2019)

Leimberg Weekly Digest: August 23 – 28, 2020

LISI WEEKLY DIGEST [Subscription Required] Steve Leimberg's Estate Planning Newsletter·  August 27 -Steve Leimberg - Review of the 13TH Edition of Tools and Techniques of Financial Planning·  August 25 -Paul Hood: Exercising Swap Powers, Part 1Steve Leimberg's Business Entities Newsletter·  August 26 -Brandon Ketron, Alan Gassman & Kevin Cameron: SBA Releases New Interim Final Rules Placing Restrictions on Payments … Continue reading Leimberg Weekly Digest: August 23 – 28, 2020

Saul Levmore, Death as Divorce for the Abandoned Spouse: Davis V. Combes and the Cautious and Gender-Sensitive Judiciary (December 12, 2019)

Saul Levmore, of University of Chicago Law School, has made available for download his article, Davis V. Combes and the Cautious and Gender-Sensitive Judiciary, published in Social Science Research Network. The abstract is as followed: Davis v. Combes is a Seventh Circuit decision by Judge Diane Wood involving a decedent who surprises her surviving family by secretly transferring assets to her sister. … Continue reading Saul Levmore, Death as Divorce for the Abandoned Spouse: Davis V. Combes and the Cautious and Gender-Sensitive Judiciary (December 12, 2019)

Leimberg Weekly Digest: August 15 – 21, 2020

LISI WEEKLY DIGEST [Subscription Required] Steve Leimberg's International Tax Planning Newsletter·  August 20 -Steve Leimberg: Review of International Estate Planning 2nd Edition by Barbara Hauser and Melissa LangaSteve Leimberg's Estate Planning Newsletter·  August 18 -Sandra D. Glazier on US v. Sanmina Corporation - A Primer on the Attorney Client Privilege and Work Product Doctrine·  August 18 -7520 and Other … Continue reading Leimberg Weekly Digest: August 15 – 21, 2020

Steve R. Akers: Estate of Bolles v. Commissioner, T.C. Memo. 2020-71 –Treatment of Advances as Legitimate Loans vs. Gifts (July 24, 2020)

Steve R. Akers, of Bessemer Trust, has published his summary of the Estate of Bolles v. Commissioner, T.C. Memo. 2020-71 –Treatment of Advances as Legitimate. The summary is as follows: Estate of Bolles v. Commissioner, T.C. Memo. 2020-71, addresses whether advances made to a son with no loan agreements, security, or attempts to force repayment … Continue reading Steve R. Akers: Estate of Bolles v. Commissioner, T.C. Memo. 2020-71 –Treatment of Advances as Legitimate Loans vs. Gifts (July 24, 2020)

Texas Fiduciary Litigator: Court Reversed Breach Of Fiduciary Duty Judgment Due To A Lack Of Damages (August 23, 2020)

David Fowler Johnson, in his Texas Fiduciary Litigator Blog, discusses In the Interest of M.G.G In In the Interest of M.G.G., an ex-husband was made a constructive trustee of stocks that he held in his retirement account for his ex-wife. No. 05-19-00777-CV, 2020 Tex. App. LEXIS 6291 (Tex. App.—Dallas August 10, 2020, no pet. history). The divorce order … Continue reading Texas Fiduciary Litigator: Court Reversed Breach Of Fiduciary Duty Judgment Due To A Lack Of Damages (August 23, 2020)

Texas Fiduciary Litigator: Court Granted Mandamus Relief To Reverse A Probate Court’s Order Transferring A Case To A District Court (August 23, 2020)

David Fowler Johnson, in his Texas Fiduciary Litigator Blog, discusses In re McCown. In In re McCown, a county court had a contested probate matter, and a party filed a motion to assign a statutory probate judge and another party filed a motion to transfer the case to a district court. No. 10-20-00128-CV, 2020 Tex. App. LEXIS 6276 … Continue reading Texas Fiduciary Litigator: Court Granted Mandamus Relief To Reverse A Probate Court’s Order Transferring A Case To A District Court (August 23, 2020)

Texas Fiduciary Litigator: A Rose By Any Other Name Would Not Smell As Sweet: Court Holds That Texas Does Not Have An Aiding And Abetting Breach Of Fiduciary Duty Claim (August 13, 2020)

David Fowler Johnson, in his Texas Fiduciary Litigator Blog, discusses Hampton v. Equity Trust Co. In Hampton v. Equity Trust Co., an individual sold fraudulent investments to the plaintiff. No. 03-19-00401-CV, 2020 Tex. App. LEXIS 5674 (Tex. App.—Austin July 23, 2020, no pet.). The individual ran a Ponzi scheme and had recommended that the plaintiff open a retirement account … Continue reading Texas Fiduciary Litigator: A Rose By Any Other Name Would Not Smell As Sweet: Court Holds That Texas Does Not Have An Aiding And Abetting Breach Of Fiduciary Duty Claim (August 13, 2020)

Paul Sullivan, Wealth Matters, NY Times (August 14, 2020): Helping Girls Step Up to Entrepreneurship

Paul Sullivan's weekly New York Times Wealth Matters column focuses on teaching girls financial literacy. His article, Helping Girls Step Up to Entrepreneurship, begins as follows: Neha Shukla started a Girls With Impact program in April and by June had a prototype for her invention — a hat that aids in social distancing.Marcus Smith for … Continue reading Paul Sullivan, Wealth Matters, NY Times (August 14, 2020): Helping Girls Step Up to Entrepreneurship

Texas Fiduciary Litigator: Court Held That Manager Owed Limited Liability Company Fiduciary Duties And That A Derivative Action Could Still Be Pursued After The Company Dissolved (August 13, 2020)

David Fowler Johnson , in his Texas Fiduciary Litigator Blog, discusses Katz v. Intel Pharma. In Katz v. Intel Pharma, LLC, a minority member of a limited liability company sued a former manager for breach of fiduciary duty in a derivative action. No. H-18-1347, 2020 U.S. Dist. LEXIS 120389 (S.D. Tex. July 9, 2020). The defendant filed a motion … Continue reading Texas Fiduciary Litigator: Court Held That Manager Owed Limited Liability Company Fiduciary Duties And That A Derivative Action Could Still Be Pursued After The Company Dissolved (August 13, 2020)

William G. Gale, Christopher Pulliam, John Sabelhaus, and Isabel V. Sawhill: Taxing Wealth Transfers Through an Expanded Estate Tax (August 4, 2020)

William G. Gale, Christopher Pulliam, John Sabelhaus, and Isabel V. Sawhill, of The Arjay and Frances Fearing Miller Chair in Federal Economic Policy, the Center on Children and Families, Washington Center for Equitable Growth, and also the Center on Children and Families respectively, have made available for download their article, Taxing Wealth Transfers Through an … Continue reading William G. Gale, Christopher Pulliam, John Sabelhaus, and Isabel V. Sawhill: Taxing Wealth Transfers Through an Expanded Estate Tax (August 4, 2020)