Commentary.Omnibus.2019.07.22: The Rise of Robot Lawyers, and More!

Giseburt: Remember State Income Taxes When Creating a Trust to Own Family Business InterestsMarkovic, The Rise of the Robot LawyersForbes, Expert Panel, Eight Things Business Owners Can Do To Build Up Funds For After RetirementDirk Giseburt, Remember State Income Taxes When Creating a Trust to Own Family Business InterestsCooley, Taxplaining - Considering Qualified Small Business … Continue reading Commentary.Omnibus.2019.07.22: The Rise of Robot Lawyers, and More!

Kreiczer-Levy, Big Data and the Modern Family

Associate Professor of Law Shelly Kreiczer-Levy, College of Law and Business, has made available for download her research paper, Big Data and the Modern Family, published in the Wisconsin Law Review. The Abstract is as follows: Despite numerous reforms over the years, intestate succession rules continue to privilege traditional, white, heterosexual families. It is evident … Continue reading Kreiczer-Levy, Big Data and the Modern Family

Kreiczer-Levy, Big Data and the Modern Family

Shelly Kreiczer-Levy has made available for download her article, Big Data and the Modern Family, published in the Wisconsin Law Review. The Abstract is as follows: Despite numerous reforms over the years, intestate succession rules continue to privilege traditional, white, heterosexual families. It is evident that the one-size-fits-all scheme cannot truly reflect diversity of lifestyles … Continue reading Kreiczer-Levy, Big Data and the Modern Family

Commentary.Omnibus.2019.07.10: Proposals to Tax Rich Gaining Steam, and More!

CNBC: Warren Buffett to MBA students: This is what ‘sets apart a big winner from the rest of the pack’The Divorce Rate is at a 40-Year Low, Unless You're 55 or Older: Younger married couples are less likely to split up, but "gray" divorces among older couples are on the rise, Wall Street Journal (subscription … Continue reading Commentary.Omnibus.2019.07.10: Proposals to Tax Rich Gaining Steam, and More!

Ray Dalio Makes Principles App Available for Free

Ray Dalio has made available for free a new app, which includes the full text of his bestselling book, Principles: Life & Work, along with add on features, such as an interactive coach to help users apply Mr. Dalio's principles in their own lives. HIs announcement is as follows:I published Principles: Life & Work a year and … Continue reading Ray Dalio Makes Principles App Available for Free

Wills, Trusts & Estates Prof Blog Discusses “Gun Trust” Decision

Professor Gerry Beyer, on his Wills Trusts and Estates Prof Blog, notes that a trust created under the National Firearms Act can hold other assets besides gun and associated accessories. Professor Beyer focuses on the case of a beneficiary of a gun trust, who filed for an intervention and appealed after his plea was denied … Continue reading Wills, Trusts & Estates Prof Blog Discusses “Gun Trust” Decision

Sharon Klein: Update: Enacted – Window to Claim Estate Tax Refunds for State Only QTIP Property Closing & a Retroactive Gift Claw-Back

Sharon Klein has provided an update to her paper "Estate of Evelyn Seiden: New York Strikes Back!", published as part of Steve Leimberg’s Information Services Newsletter, February 2019. She writes about the 2020 NY Executive Budget passed on March 31, 2019, which enacts the proposed changes to the taxation of state-only QTIP trusts, and a retroactive … Continue reading Sharon Klein: Update: Enacted – Window to Claim Estate Tax Refunds for State Only QTIP Property Closing & a Retroactive Gift Claw-Back