Please click on the PDF below for Chart of Various State Wage Notice Requirements.
Mary P. O’Reilly, co-chair of Meltzer Lippe’s Trust & Estates practice group, co-authors this article with Lee-ford Tritt. The Benefit-of-the-Beneficiary Rule narrowly defines “benefit” to
Article written by Michael M. Schimel, an associate in the Trusts & Estates and Private Wealth & Taxation practice groups.
Bloomberg Tax: Tax Management Estates, Gifts and Trusts Journal – Using Charitable Remainder Trusts to Defer Reporting the Gain Realized From the Sale of Marketable Securities for Cash
For appreciated marketable securities owners who do not want to wait until the income tax-free step-up in basis at death or cannot take advantage of
It’s a Family Affair: Is a Prenup Really Necessary for Assets in a Spendthrift Trust answers the question asked by its co-authors Stephen Breitstone, the Head
When a problem or audit relates to a charity or a nonprofit affecting the celebrated or, as in this case, the notorious, journalists and clients