Insights

 
Our lawyers produce a wealth of substantive, timely and practical resource materials for our clients and friends of the firm. Listed separately below are client memos and alerts, articles and books, and podcasts.
March 31, 2020 Additional Tax Relief; Highlights for Individuals
Client Memorandum
March 31, 2020 Treasury Extends Gift/GST Tax Return and Payment Deadlines
Client Alert
March 23, 2020 Virtual Notarization in New York State
Client Alert
March 19, 2020 Estate Planning Considerations in the Current Environment
Client Memorandum
February 11, 2020 The 16th Amendment, a National Wealth Tax, and More

Tax Notes

January 14, 2020 Estate Planning in 2020
Client Memorandum
January 14, 2019 Estate Planning in 2019
Client Memorandum
December 20, 2017 Estate Planning Update: New 2018 Federal Transfer Tax Rules
Client Memorandum
November 29, 2016 Post-Election Estate Planning; Year-End Reminders
Client Memorandum
November 2, 2016 NYC Bar Association, Committee on Estate and Gift Taxation
Report on the Section 2704 Proposed Regulations
June 29, 2011 SEC Issues Final Rules Implementing Dodd-Frank Amendments to the Investment Advisers Act of 1940
Client Memorandum
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