From the Internal Revenue Service’s Dirty Dozen tax schemes to the standard applicable to waiver in federal arbitration cases, 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.
Current Developments in Estate Planning and Business Law: July 2022
By WealthCounsel Staff on Jul 15, 2022 10:00:00 AM
Emotion Distress is Not a Viable Cause of Action for Victims of Discrimination
By Jill Roamer, JD, CIPP/US on Jul 3, 2022 10:54:00 AM
If an individual sues an entity for violations of the Rehabilitation Act of 1973 and the Affordable Care Act, what kinds of damages can be recovered? The Supreme Court of the United States recently addressed this issue, and their ruling has disability advocates up in arms.
Top Client Estate Planning Goals for 2022
By WealthCounsel Staff on Jul 1, 2022 10:00:00 AM
As an estate planner, you should always be attuned to your clients’ goals, especially when estate and gift tax laws change. WealthCounsel conducted a survey with the help of Trusts & Estates magazine and Informa Engage of more than 500 estate planning professionals to gain insight into estate planning trends. The survey results revealed several popular goals for 2022, relating to large lifetime gifts, the upcoming sunset of the Tax Cuts and Jobs Act of 2017, and the deceased spousal unused exclusion (DSUE) amount. Read on to learn about clients’ estate planning goals.