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Winstead PC
David Johnson presented his paper entitled "Fiduciary Litigation Update 2020-2021" to the Texas Bankers Association's Wealth Management & Trust Conference on September 30, 2021.
Perkins Coie LLP
In our extensive examination of the requirements for Limited Derivatives Users under Rule 18f‑4(c)(4) we have tried to be conscientious in pointing out matters open to interpretation.
Cadwalader, Wickersham & Taft LLP
IOSCO finalized recommendations for sustainability-related asset management practices.
Jones & Keller PC
A conservatorship and a guardianship are court proceedings where the court appoints an individual, professional fiduciary, or an entity to make certain decisions on behalf of a person, or principal...
Proskauer Rose LLP
By now you have probably heard that the House Ways and Means Committee introduced legislation a few weeks ago (see Let the Estate Tax Planning Games Begin - But Where Will They Land - the House Ways and Committee Has Spoken)...
Cadwalader, Wickersham & Taft LLP
At a meeting of the SEC Asset Management Advisory Committee, SEC officials challenged members to consider how advances in financial technologies impact investors and the advice they receive.
Perkins Coie LLP
Yesterday, the Investment Adviser Association published our article on "Dealing with the New Derivatives Rule: A Guide of Legal and Compliance Professionals" in the "Compliance Corner" of its September 2021 IAA Newsletter.
Proskauer Rose LLP
Federal interest rates decreased slightly for September of 2021. The September applicable federal rate ("AFR") for use with a sale to a defective grantor trust...
Proskauer Rose LLP
Federal interest rates were largely stable in August of 2021. The August applicable federal rate ("AFR") for use with a sale to a defective grantor trust,
Cadwalader, Wickersham & Taft LLP
IOSCO requested feedback on proposed recommendations for sustainability-related asset management practices.
Winstead PC
This article discusses how to design and implement lifetime transfers, including gifting strategies and provisions that are often overlooked by advisors.
Pryor Cashman LLP
Sound Point Capital, an alternative asset management firm, recently acquired the direct lending firm of CVC Credit. Sound Point Capital was represented by a Pryor Cashman team led by Bertrand Fry with Ethan Lankri.
Proskauer Rose LLP
June 2021 Interest Rates for Sales to Defective Grantor Trusts, Intra-Family Loans, Split-Interest Charitable Trusts and GRATs...
Perkins Coie LLP
Having provided two "big pictures" of the calculation of a fund's "derivatives exposure," we resume with an in-depth examination
ORBA
If you own a family business, it is likely one of your largest assets and it might be the most difficult to monetize. How you handle it can have a significant impact on your overall retirement ...
Proskauer Rose LLP
April 2021 Interest Rates for Sales to Defective Grantor Trusts, Intra-Family Loans, Split-Interest Charitable Trusts and GRATs...
Seyfarth Shaw LLP
In this episode, in recognition of Women's History month and Pay Equity day, hosts and Seyfarth partners Tonya M. Esposito and Tracee E. Davis are joined by Elisa Luque...
Winston & Strawn LLP
Under President Biden's administration, wealthy individuals may face a much greater risk of getting audited by the IRS.
Pryor Cashman LLP
Partner Kimberly Grant will be a moderator at Cardozo School of Law's webinar titled, "Women Lead the Law: Financial Literacy."
Proskauer Rose LLP
On December 17, 2020, the Securities and Exchange Commission (SEC) issued a statement regarding the renaming of the agency's fomer Office of Compliance Inspections and Examinations to the...
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