Current Developments: February 2024 Review

By WealthCounsel Staff on Feb 16, 2024 10:00:00 AM

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From an Internal Revenue Service (IRS) win in an individual retirement account (IRA) rollover contribution case involving James Caan, to increased contribution limits for ABLE accounts and updated guidance under the Corporate Transparency Act, 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 estate planning, elder law, and business law practice.

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Current Developments: January 2024 Review

By WealthCounsel Staff on Jan 19, 2024 10:00:00 AM

monthly-recap (1)

From an Internal Revenue Service memorandum regarding the modification of irrevocable grantor trusts, to a US Supreme Court dismissal of an ADA tester case and a new final rule regarding beneficial ownership information under the Corporate Transparency Act, we have recently seen significant developments in estate planning, elder 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 estate planning, elder law, and business law practice.

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Current Developments: December 2023 Review

By WealthCounsel Staff on Dec 15, 2023 10:00:00 AM

monthly-recap (1)

From a Virginia federal district court’s determination that a judgment for attorney’s fees had priority over Internal Revenue Service (IRS) tax liens, to the Centers for Medicare and Medicaid Services’ issuance of a final rule requiring disclosure of ownership information for nursing facilities and a new Texas law providing charging order protection for single-member limited liability companies (LLCs), we have recently seen significant developments in estate planning, elder 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 estate planning, elder law, and business law practice.

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