Current Developments in Estate Planning and Business Law: January 2023

By WealthCounsel Staff on Jan 13, 2023 10:00:00 AM

monthly-recap (1)

From the enactment of the SECURE 2.0 Act to the issuance of a proposed rule on access to beneficial ownership information under the Corporate Transparency Act, we have recently seen significant developments in estate planning 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 and business law practice.

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Can You Challenge an Estate Plan During the Testator’s Life?

By Jill Roamer, JD, CIPP/US on Jan 10, 2023 1:23:00 PM

Can You Challenge an Estate Plan During the Testator’s Life_

If you have a client that believes a loved one was unduly influenced to change their estate plan, can that client object to the estate plan during their loved one’s life? Or, is the case not ripe until after the loved one’s death? This issue was recently litigated in Maryland.

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Current Developments in Estate Planning and Business Law: December 2022

By WealthCounsel Staff on Dec 16, 2022 10:00:00 AM

monthly-recap (1)

From the US Tax Court setting aside Internal Revenue Service (IRS) Notice 2017-10 to clarification of an employer's obligation under the Fair Labor Standards Act to compensate employees for certain preshift duties, we have recently seen significant developments in estate planning 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 and business law practice.

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