Bridgewater Global Observations: Beyond the Election: What Doesn’t Change Will Be a Lot More Than What Does (Nov. 3, 2020)

Bridgewater has made available to the public it's Global Observation (Nov. 3, 2020): Beyond the Election: What Doesn’t Change Will Be a Lot More Than What Does. The summary from CEO, David McCormick is as follows: While the US election is very important across many dimensions, it’s also worth keeping in mind that the dominant … Continue reading Bridgewater Global Observations: Beyond the Election: What Doesn’t Change Will Be a Lot More Than What Does (Nov. 3, 2020)

Rubin on Tax: A Co-Maker of a Promissory Note Is Not Always Liable to the Co-Signer [Florida] (October 31, 2020)

Charles (Chuck) Rubin, in his Rubin on Tax blog, discusses accommodation party status in Erick A. Palma, MD., et al. v. South Florida Pulmonary & Critical Care, LLC, 45 Fla. L. Weekly D2175a. The article begins as follows: In an interesting case, two doctors co-signed a promissory note with others of an LLC where they were members, and … Continue reading Rubin on Tax: A Co-Maker of a Promissory Note Is Not Always Liable to the Co-Signer [Florida] (October 31, 2020)

Timothy Fitzgerald, Kevin Hassett, Cody Kallan, and Casey B. Mulligan: An Analysis of Vice President Biden’s Economic Agenda: The Long Run Impacts of its Regulation, Taxes, and Spending (October 21, 2020)

Timothy Fitzgerald, Kevin Hassett, Cody Kallan, and Casey B. Mulligan, of Texas Tech University; Independent, University of Wisconsin - Madison, and University of Chicago; National Bureau of Economic Research (NBER), have made available for download their article, "An Analysis of Vice President Biden's Economic Agenda: The Long Run Impacts of its Regulation, Taxes, and Spending," … Continue reading Timothy Fitzgerald, Kevin Hassett, Cody Kallan, and Casey B. Mulligan: An Analysis of Vice President Biden’s Economic Agenda: The Long Run Impacts of its Regulation, Taxes, and Spending (October 21, 2020)

Forbes: The Serious Disconnect Between A Hot Residential Real Estate Market And The Coming Tsunami Of Foreclosures

Forbes has published an article, "The Serious Disconnect Between A Hot Residential Real Estate Market And The Coming Tsunami Of Foreclosures," which discusses the increase of foreclosures due to COVID-19. The article begins as follows: Various reports show that the market for previously-owned homes climbed nearly 10% in September, the fourth straight monthly increase. It is … Continue reading Forbes: The Serious Disconnect Between A Hot Residential Real Estate Market And The Coming Tsunami Of Foreclosures

Post Election Webinars/Newsletters Etc. (2020)

Here is a list of implications of the election. This will be updated periodically. Venable Post-Election Series: Election Night Discussion (Nov. 4, 2020)Bernstein Post-Election Webcast: What Will the Election Results - or Lack Thereof - Mean for your Wealth, Portfolio, and Estate?Holland & Knight, Planning during uncertain times: how the US elections may impact HNW taxpayersNorthern … Continue reading Post Election Webinars/Newsletters Etc. (2020)

Venable Post-Election Series: Election Night Discussion (Nov. 4, 2020)

Venable is hosting a webinar about the impact of the election. Its description is as follows:  Although no final result has been declared in the 2020 presidential election and Venable’s Virtual Post-Election Series has been postponed until a decision, we are pleased to have you join us in a virtual discussion at 3:00 p.m. ET today … Continue reading Venable Post-Election Series: Election Night Discussion (Nov. 4, 2020)

Probate Stars: Can You Vote With A Power of Attorney?

The Probate Stars blog reports that "you generally cannot use a power of attorney to vote on behalf of someone else in an election.  Although election laws and the laws regarding the ability of a power of attorney to vote on behalf of the principal are controlled by each state, the answer across a sampling … Continue reading Probate Stars: Can You Vote With A Power of Attorney?

Buchanan Ingersoll 2020 Pre-Election Guide and Analysis (Oct. 30, 2020)

With only four days until Election Day, and more than 80 million votes already cast, the outcome of the 2020 general election will be closely watched not only on election night, but in the days to follow as we await the confirmed results.To help you navigate the potential impacts of the 2020 general election, Buchanan’s … Continue reading Buchanan Ingersoll 2020 Pre-Election Guide and Analysis (Oct. 30, 2020)

Aric Burch, Jessica Merkel, and Mark Munson (Ruder Ware LLSC): Social Security Administration Releases Key Figures for 2021 (October 20, 2020)

Aric Burch, Jessica Merkel, and Mark Munson, of Ruder Ware LLSC, havemade available for download their article, "Social Security Administration Releases Key Figures for 2021," published in JDSUPRA. The abstract is as follows: The Social Security Administration (“SSA”) recently released key figures for 2021 that will affect all elderly and disabled individuals who receive program … Continue reading Aric Burch, Jessica Merkel, and Mark Munson (Ruder Ware LLSC): Social Security Administration Releases Key Figures for 2021 (October 20, 2020)

Forbes: Tax Brackets Are A Fiction And Barely Apply To The Wealthy (October 12, 2020)

Forbes has published an article, "Tax Brackets Are A Fiction And Barely Apply To The Wealthy," which discusses how the wealthy have lowered their technical burden. The article begins as follows: I stumbled across a discussion on Twitter of what top tax rates might be reasonable and how much tax the wealthy should pay. The discussion was fine so … Continue reading Forbes: Tax Brackets Are A Fiction And Barely Apply To The Wealthy (October 12, 2020)

NY Times (October 11, 2020): C.E.O.s Rediscover the Family Dinner Table

Jenny Gross, in her New York Times article, focuses on the change in home dynamics for chief executives since the start of the pandemic. Her article, "C.E.O.s Rediscover the Family Dinner Table," begins as follows: Before the coronavirus pandemic, John Foley, the chief executive and founder of Peloton, and his wife, Jill, a vice president at Peloton, … Continue reading NY Times (October 11, 2020): C.E.O.s Rediscover the Family Dinner Table

Kyle Gee and Carmela Montesano (BakerHostetler, LLP): New York Governor Temporarily Adjusts Notary Law to Permit Use of ‘Audio-Video Technology’ (October 8, 2020)

Kyle Gee and Carmela Montesano, of BakerHostetler, LLP, have made available for download their article, "New York Governor Temporarily Adjusts Notary Law to Permit Use of 'Audio-Video Technology,'" published in JDSUPRA. The abstract is as follows: By Executive Order 202.67 dated October 4, 2020, Governor Cuomo has further extended his prior orders permitting the use of audio-visual technology for notarization and witnessing, as … Continue reading Kyle Gee and Carmela Montesano (BakerHostetler, LLP): New York Governor Temporarily Adjusts Notary Law to Permit Use of ‘Audio-Video Technology’ (October 8, 2020)

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)

David Orentlicher: Cruzan and Surrogate Decision-Making (September 10, 2020)

David Orentlicher, of the University of Nevada, Las Vegas, William S. Boyd School of Law, has made available for download his article, "Cruzan and Surrogate Decision-Making," published in the SMU Law Review, Vol. 73, No. 1, 2020. The abstract is as followed: When the U.S. Supreme Court issued its landmark “right to die” decision in Cruzan v. Director, Missouri Department … Continue reading David Orentlicher: Cruzan and Surrogate Decision-Making (September 10, 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)

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)

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

HK: Private Wealth & Politics 2020 for High Net Worth Individuals

Holland & Knight's Private Wealth Services Group and Public Policy & Regulation Groupare presenting a three-part series of virtual discussions on private wealth and politics. Our attorneys from a wide array of professional experiences will discuss information via a trio of webinars tailored for ultra-high-net-worth (UHNW) clients, family office administrators and their advisors. Topics include "What Do Changes … Continue reading HK: Private Wealth & Politics 2020 for High Net Worth Individuals

August 19, 2020: Free Webinar: Jonathan Blattmachr on SECURE Act Planning and Laura Mandel, Pamela Lucina & Logan Winn (Northern Trust) on the Impact of COVID-19 on Trustee Duties

To register for this program, click here. FeaturingJonathan BlattmachrSenior Advisor at Pioneer Wealth Partners & Leading Estate Tax Lawyer discussing How To Reclaim the Stretch for IRAs andPlans Notwithstanding the SECURE Act & Laura MandelSenior Vice President and Chief Fiduciary Officerat The Northern Trust Company Pamela LucinaExecutive Vice President, Chief Fiduciary Officer, Head of Trust … Continue reading August 19, 2020: Free Webinar: Jonathan Blattmachr on SECURE Act Planning and Laura Mandel, Pamela Lucina & Logan Winn (Northern Trust) on the Impact of COVID-19 on Trustee Duties

Emily Taylor Poppe, Surprised by the Inevitable: A National Survey of Estate Planning Utilization (July 1, 2020)

Emily Taylor Poppe, of University of California, Irvine School of Law, has made available for download her article, Surprised by the Inevitable: A National Survey of Estate Planning Utilization, published in the UC Davis Law Review, Vol. 53, No. 5, 2020. The Abstract is as follows: The laws governing the transfer of property at death … Continue reading Emily Taylor Poppe, Surprised by the Inevitable: A National Survey of Estate Planning Utilization (July 1, 2020)