Practice Mobile Menu Trigger Overview Experience Team Insights March 19, 2020 Client Update Estate Planning Considerations in the Current Environment The coronavirus (COVID-19) is having an enormous impact on all of us globally. This Client Memorandum highlights estate pl... January 14, 2020 Client Update Estate Planning in 2020 We anticipate that, for higher-net-worth individuals, much of estate planning in 2020 will be focused on continuing to tak... January 14, 2019 Client Update Estate Planning in 2019 The Tax Cuts and Jobs Act (the “Act”), which took effect January 1, 2018, made sweeping changes to the federal tax lan... December 20, 2017 Client Update Estate Planning Update: New 2018 Federal Transfer Tax Rules The Tax Cuts and Jobs Act (the “Act”) was passed by Congress earlier today under a modified title and is currently awa... November 29, 2016 Client Update Post-Election Estate Planning; Year-End Reminders The results of this month’s Presidential and Congressional elections have significantly changed expectations regarding t... June 29, 2011 Client Update SEC Issues Final Rules Implementing Dodd-Frank Amendments to the Investment Advisers Act of 1940 On June 22, 2011, the SEC issued final rules and rule amendments to implement provisions of Title IV of the Dodd-Frank Wal...
March 19, 2020 Client Update Estate Planning Considerations in the Current Environment The coronavirus (COVID-19) is having an enormous impact on all of us globally. This Client Memorandum highlights estate pl...
January 14, 2020 Client Update Estate Planning in 2020 We anticipate that, for higher-net-worth individuals, much of estate planning in 2020 will be focused on continuing to tak...
January 14, 2019 Client Update Estate Planning in 2019 The Tax Cuts and Jobs Act (the “Act”), which took effect January 1, 2018, made sweeping changes to the federal tax lan...
December 20, 2017 Client Update Estate Planning Update: New 2018 Federal Transfer Tax Rules The Tax Cuts and Jobs Act (the “Act”) was passed by Congress earlier today under a modified title and is currently awa...
November 29, 2016 Client Update Post-Election Estate Planning; Year-End Reminders The results of this month’s Presidential and Congressional elections have significantly changed expectations regarding t...
June 29, 2011 Client Update SEC Issues Final Rules Implementing Dodd-Frank Amendments to the Investment Advisers Act of 1940 On June 22, 2011, the SEC issued final rules and rule amendments to implement provisions of Title IV of the Dodd-Frank Wal...