From a new proposed rule that would identify certain charitable remainder annuity trust (CRAT) transactions as listed transactions, to the introduction of new legislation that would increase Medicaid and Supplemental Security Income (SSI) personal needs allowances, to new developments regarding the Corporate Transparency Act (CTA), we have recently seen significant legal developments. To ensure that you stay abreast of these changes, we have highlighted some noteworthy developments and analyzed how they may impact your estate planning, elder and special needs law, and business law practices.
Current Developments: April 2024 Review
By WealthCounsel Staff on Apr 10, 2024 4:23:39 PM
Current Developments: March 2024 Review
By WealthCounsel Staff on Mar 15, 2024 10:00:00 AM
From a new proposed rule that would require reports on nonfinanced transfers of residential real estate, to the reintroduction of the Supplemental Security Income Restoration Act in the US House of Representatives and a federal district court ruling that the Corporate Transparency Act is unconstitutional, we have recently seen significant legal developments. To ensure that you stay abreast of these changes, we have highlighted some noteworthy developments and analyzed how they may impact your estate planning, elder and special needs law, and business law practices.
Current Developments: February 2024 Review
By WealthCounsel Staff on Feb 16, 2024 10:00:00 AM
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.