Searching Content indexed under Wealth Management by Foley & Lardner ordered by Published Date Descending.
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Could Rise In Auto Loan Delinquencies Signal Cooldown In Auto Industry?
The summer yielded mixed economic signals for the auto industry. On the plus side, U.S. unemployment rates and interest rates remain low.
United States
6 Sep 2016
IRS Seeks Identities Of Americans With Undisclosed Belize Bank Accounts
Americans with secret accounts in Belize should take notice: the government is looking for you.
United States
18 Sep 2015
August 31 Amnesty Deadline For Indian Bank Accounts: DOJ And IRS Pair Up To Target Indian Off-Shore Bank Accounts At HSBC
Anyone with an off-shore bank or brokerage account in India who has not yet reported the account on his or her tax return has until August 31, 2011 to take advantage of a U.S. government-sponsored amnesty program to remedy that situation.
United States
14 Jul 2011
Historic Opportunity to Make Gifts in 2010
December is a traditional season of giving. Making lifetime gifts, even taxable gifts, is often the simplest, most tax-effective and least expensive way to pass wealth down to younger generations and reduce or avoid estate tax.
United States
26 Nov 2010
Who´s In Charge? Oregon Case Examines "De Son Tort" Vs. "De Facto" Trustees
In the context of an invalid appointment of a successor trustee, the Oregon appellate court in Allen Trust Co. v. Cowlitz Bank, 152 P.3d 974 (Or. Ct. App. 2007) recently grappled with the question of what it means to be a "trustee de facto" — and what kinds of fees and attorney expenses such a trustee might demand.
United States
24 Jun 2007
Attorneys´ Fees: A Washington Probate Lawyer Learns The Hard Way That Attorneys Can Charge Only As Much As The Courts Say They Can
Some wags who practice in the Probate Division here in Chicago say an estate is only "fully probated" when it has been fully eaten up by lawyers' fees in litigation or other legal matters.
United States
21 Jun 2007
Where "In Terrorem" Should Spark Fear
In Florida, no-contest clauses — aka in terrorem clauses — are void as against public policy, thought to chill citizens' access to the courts for redress.
United States
21 Jun 2007
Pernicious, Perfidious, Insidious = Tortious
Although other states have increasingly recognized the tort of intentional interference with an inheritance, New Jersey has been slow to do so.
United States
21 Jun 2007
Mrs. Smith Goes to Washington
Anna Nicole Smith is on her way to the U.S. Supreme Court. The former stripper, playmate of the year, reality TV star, and alleged gold digger, now has the role of impoverished widow and unlikely Supreme Court litigant. Anna has promised to attend what will surely be one of the court's most-watched cases of the year.
United States
16 Mar 2006
Is the IRS Cracking Down on "Stuffed" Captives?
Two recent rulings reflect increased Internal Revenue Service (IRS) scrutiny of offshore insurance companies. These rulings do not bode well for offshore captives sometimes referred to as "stuffed" captives.
United States
6 Dec 2005
Estate & Trust Litigation
Many attorneys assume that if the property designated in a bequest is not in existence at death, the bequest is adeemed. This is not necessarily the case, as explained by the Illinois court in Bollman which held that the application of ademption depends upon the decedent’s intent.
United States
18 Feb 2005
Recent Trends and Changes in Merger and Acquisition Activities
In 2002, the United States adopted the Sarbanes-Oxley Act in response to the thenrecent scandals involving Enron, Arthur Andersen, Global Crossing, Tyco, WorldCom, Adelphia, and others.
United States
9 Dec 2004
New Regulations On Definition Of Trust Income And DNI
This article summarizes the provisions of the new IRC § 643 regulations which bring the Code’s definition of income into line with the 41 states which have passed some form of total return legislation.
United States
20 Oct 2004
Trusts For Pets - Fido´s Fiduciary?
This article discusses the changing legal status of our pets as evidenced by various statutory enactments around the country. These new laws are sure to create not only new planning opportunities for our clients, but controversies as well.
United States
20 Oct 2004
Qualified Retirement Plans: August 2004 Developments
If you, as an ERISA fiduciary, are "floundering" in uncertainty in the aftermath of the mutual fund scandals, you are in good company.
United States
8 Oct 2004
Estate & Trust Litigation - August 2004
Latest report from Foley & Lardner relating to Estate & Trust Litigation.
United States
20 Aug 2004
Addressing The Sentencing Guidelines While Maintaining an Effecive Compliance Program
The United States Sentencing Commission has proposed amending the federal Sentencing Guidelines used to sentence business organizations.
United States
20 Jul 2004
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