Current Developments: May 2025 Review

By WealthCounsel Staff on May 16, 2025 11:22:59 AM

monthly-recap (1)

From a taxpayer win involving an intrafamily transfer to the vacating of a Centers for Medicare and Medicaid (CMS) final rule and a prohibition on contractual limitations of damages for intentional torts, we have recently seen significant developments in estate planning, elder and special needs law, and business law.

To ensure that you stay abreast of these legal changes, we have highlighted some noteworthy developments and analyzed how they may impact your practice.

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Current Developments: April 2025 Review

By WealthCounsel Staff on Apr 11, 2025 1:48:28 PM

monthly-recap (1)

From the tax treatment of a forfeited individual retirement account (IRA) to a US Supreme Court decision affecting Veterans’ disability claims and FinCEN’s issuance of an interim final rule limiting enforcement of the Corporate Transparency Act (CTA), we have recently seen significant developments in estate planning, elder and special needs law, and business law.

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Current Developments: March 2025 Review

By WealthCounsel Staff on Mar 14, 2025 12:14:58 PM

monthly-recap (1)

From new legislative proposals relating to the federal estate tax to the use of vehicle purchases as a Medicaid spend-down strategy and the Treasury Department’s suspension of the enforcement of the Corporate Transparency Act (CTA) against US citizens and companies, we have recently seen significant developments in estate planning, elder and special needs law, and business law.

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