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by Kimberley R. Moore Section 170 of the Internal Revenue Code creates a series of substantiation requirements for charitable contributions, which vary depending on the...
Read moreGigi Kisela’s article “When Fair Shares Feel Unfair in Estate Disputes,” which she authored alongside Eric. R. Yamamoto, was recently published by the Los Angeles...
Read moreby Kimberley R. Moore In September 2024, the Tax Court ruled that the full date-of-death value of assets transferred into a family limited partnership (“FLP”)...
Read moreby Amy L. Lawrence On July 18, 2024, the IRS issued final regulations (the Final Regulations) impacting the treatment of inherited retirement accounts and updating the...
Read moreWith the release of Revenue Procedure 2024-40, the IRS announced annual inflation adjustments to over 60 tax provisions, including adjustments relevant to estate planning. The...
Read moreby Amy L. Lawrence Closely-held businesses may want to reconsider business succession planning after the recent U.S. Supreme Court decision in Connelly v. United States,...
Read moreby Corinne L. Adams In a recent case, Estate of Mary Bolles, T.C. Memo 2020-71, affirmed, Docket No. 22-70192 (9th Cir, 2024), the Ninth Circuit...
Read moreby Corinne L. Adams The Federal Deposit Insurance Corporation (“FDIC”) recently adopted changes to the deposit insurance rules for revocable and irrevocable trust accounts which...
Read moreby Amy L. Lawrence In a recent case, Estate of Scott M. Hoensheid, et al. v. Commissioner (T.C. Memo 2023-34), the Tax Court provided critical...
Read moreby Corinne L. Adams Case Summary The plaintiffs, National Small Business United (dba National Small Business Association “NSBA”), and Isaac Winkles, an NSBA member, filed...
Read moreBy Behrouz S. Arani In the recent California Supreme Court case of Haggerty v. Thornton, the California Supreme Court upheld the findings of the San...
Read moreWeinstock Manion is pleased to present the Year End 2023 issue of Insight on Estate Planning, our bi-monthly newsletter. We encourage you to read it...
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