bit.ly/2XJshTiwww.boyarmiller.com/demystifying-the-probate-process-the-initial-meeting-with-a-trust-litigation-attorney/www.boyarmiller.com/ensure-a-smooth-probate-process-what-you-need-to-know-about-independent-and-dependent-administration-in-texas/ See also:How do I avoid probate? / The S&W LearningHub / Snell & Wilmer (swlaw.com) 0
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October 7, 2021 webmaster
Estate Planning, US, Wills
www.findknowdo.com/news/09/17/2021/finra-review-firms-use-social-media-channels-acquire-customers?utm 0
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October 6, 2021 webmaster
Regulatory, US
www.step.org/sponsored-content/establishing-us-trusts-while-maintaining-non-us-advisorswww.step.org/system/files/media/files/2021-09/south_dakota_trust_company_ppt.pdf 0
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October 6, 2021 webmaster
Private Trust Company, Trusts, US
www.findknowdo.com/news/09/16/2021/sec-awards-whistleblower-independent-analysis-total-payouts-2012-surpass-1-billion?utmwww.sec.gov/news/press-release/2021-177?utm_medium=email&utm_source=govdelivery 0
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October 5, 2021 webmaster
Banking, Regulatory, US
www.greensfelder.com/trusts-and-estates-blog/house-ways-and-means-committee-proposal-brings#page=1www.bhfs.com/insights/alerts-articles/2021/ways-and-means-budget-reconciliation-recommendations-subtitle-i-summary-and-analysis-www.bhfs.com/insights/alerts-articles/2021/ways-and-means-releases-additional-reconciliation-textwww.jct.gov/publications/2021/jcx-44-21/www.bakerlaw.com/House-and-Senate-Advance-President-Bidens-Far-Reaching-2021-Tax-Changeswww.steptoe.com/en/news-publications/new-tax-proposals-targeting-estate-and-gift-planning-for-the-wealthy.htmlwww.dinsmore.com/publications/tax-and-employee-benefits-reform-house-committee-on-ways-and-means-submits-proposals/?utmwww.dykema.com/resources-alerts-the-tax-proposals-of-the-house-ways-and-means-committee.htmlwww.daypitney.com/insights/publications/2021/09/17-proposed-legislation-may-affect-gifting-planswww.ey.com/en_gl/tax-alerts/us-tax-plan-in-house-ways-means-reconciliation-bill-offers-new-details-on-international-tax-proposalswaysandmeans.house.gov/sites/democrats.waysandmeans.house.gov/files/documents/NEAL_032_xml.pdfwww.michaelbest.com/Newsroom/272102/Proposed-Estate-and-Tax-Planning-Changes-in-2021-and-2022www.blankrome.com/publications/estate-planning-provisions-new-tax-planwww.milbank.com/images/content/1/5/v2/158993/Trusts-Estates-Client-Alert-September-2021.pdfwww.venable.com/insights/publications/2021/09/tax-proposals-of-the-house-ways-and-meanswww.bilzin.com/we-think-big/insights/publications/2021/09/tax-and-wealth-services-19www.loeb.com/en/insights/publications/2021/09/house-ways-and-means-committee-issues-draft-for-proposed-tax-changesinfo.dechert.com/10/15673/september-2021/the-time-to-act-is-now—house-ways-and-means-committee-proposes-tax-changes–significant-provisions-related-to-estate-planning-included.asp?sid=7cde9853-131f-492a-b589-e4c87ae7615cwww.daypitney.com/insights/publications/2021/09/17-proposed-legislation-may-affect-gifting-planswww.pearlcohen.com/abandonment-of-lawful-permanent-resident-status/www.fosterswift.com/communications-budget-reconciliation-farmer-tax-code.htmlwww.greenbergglusker.com/publications/house-ways-and-means-advances-draft-tax-legislation-with-dramatic-impact-on-estate-gift-and-trust-taxation/www.morganlewis.com/pubs/2021/09/the-house-democrats-tax-plan-the-time-for-estate-planning-is-nowwww.blankrome.com/publications/new-york-state-alj-determines-taxpayer-was-domiciled-new-york-part-year-and-statutorywww.dwpv.com/fr/Insights#/article/Publications/2021/House-Democrats-Release-Tax-Increaseswww.nelsonmullins.com/idea_exchange/blogs/the-estate-planning-and-probate-litigation-blog/estate-planning/house-ways-and-means-committee-proposed-tax-changes-impacting-high-net-worth-and-high-income-individualswww.bowditch.com/estateandtaxplanningblog/2021/09/22/impact-of-house-ways-and-means-tax-proposal-on-domestic-businesses/www.paulweiss.com/practices/transactional/personal-representation/publications/potential-tax-law-changes-affecting-estate-planning?id=41183www.lowenstein.com/news-insights/publications/client-alerts/house-tax-proposal-would-restrict-grantor-trust-planning-what-you-need-to-know-now-trusts-estateswww.duanemorris.com/alerts/major_federal_tax_legislation_moves_forward_panic_no_predict_maybe_plan_absolutely_0921.htmlkatten.com/proposed-tax-legislation-would-dramatically-impact-private-wealth-planningwww.gmlaw.com/news/greenspoon-marder-international-wealth-asset-planning-blog-significant-estate-tax-changes-proposed-urgent-action-may-be-needed-to-lock/www.willkie.com/-/media/files/publications/2021/09/2021_proposed_estate_planning_legislation.pdfwww.kramerlevin.com/en/perspectives-search/proposed-tax-law-amendments-and-tax-increases-may-impact-private-equity-and-manda-deals.htmlwww.cozen.com/news-resources/publications/2021/house-ways-and-means-committee-proposes-reduction-of-qsbs-exclusionwww.morganlewis.com/blogs/mlbenebits/2021/09/irs-issues-important-reminder-on-application-of-irc-section-415c-limit-to-403b-plans#page=1www.mcguirewoods.com/client-resources/Alerts/2021/9/build-back-better-actwww.vorys.com/publications-3004.htmlwww.goulstonstorrs.com/publications/big-potential-tax-changes-on-the-horizon-for-clients/www.mayerbrown.com/-/media/files/perspectives-events/publications/2021/09/build-back-better-tax-proposals-approved-by-the-house-ways–means-committeev2.pdfwww.friedfrank.com/siteFiles/Publications/FFTOCLastChancetoUseManyEffectiveEstatePlanningStrategies09282021.pdfwww.srz.com/resources/estate-planning-considerations-in-light-of-the-house-ways-and.htmlwww.hklaw.com/en/insights/publications/2021/09/house-ways-and-means-committee-tax-plan-proposes-changeswww.greensfelder.com/trusts-and-estates-blog/budget-committee-report-brings-estate-and-tax#page=1www.cadwalader.com/brass-tax/index.php?nid=44&eid=183insightplus.bakermckenzie.com/bm/viewContent.action?key=Ec8teaJ9VaqXbEltS7F0n17eOOGbnAEFKCLORG72fHz0%2BNbpi2jDfaB8lgiEyY1JAvAvaah9lF1P4Yhmok33cA%3D%3D&navwww.fredlaw.com/news__media/potential-tax-law-changes-impacting-estate-planning/www.akerman.com/en/perspectives/draft-legislation-in-us-house-of-representatives-would-dramatically-alter-estate-planning-strategies.htmlwww.bowditch.com/estateandtaxplanningblog/2021/09/29/impact-of-house-ways-and-means-tax-proposals-for-trusts-estates-and-retirement-accounts/www.taxreformlaw.com/2021/10/new-cryptocurrency-tax-law-proposals-by-the-house-ways-and-means-committee/www.haynesboone.com/-/media/project/haynesboone/haynesboone/pdfs/alert-pdfs/2021/build-back-better-act—proposed-changes-to-gift-and-estate-tax-law.pdfwww.taftlaw.com/news-events/law-bulletins/attention-action-might-be-needed-if-you-have-grats-life-insurance-trusts-slats-qprts-or-other-grantor-trustsus.eversheds-sutherland.com/NewsCommentary/Legal-Alerts/245386/Significant-Proposed-Limitations-on-IRA-Investments-Included-in-House-Legislationwww.sidley.com/en/insights/newsupdates/2021/09/one-step-forward-ways-and-means-committee-approves-expanded-renewable-energy-tax-creditswww.burges-salmon.com/news-and-insight/legal-updates/private-wealth/bidens-tax-plan-a-uk-perspectivewww.bowditch.com/estateandtaxplanningblog/2021/10/04/impact-of-house-ways-and-means-tax-proposals-for-international-operations/#page=1www.greenbaumlaw.com/insights-alerts-Build-Back-Better-Act.htmlwww.mintz.com/insights-center/viewpoints/2906/2021-10-11-house-democrats-weigh-major-tax-changes-businesses-fundsriker.com/publications/proposed-legislation-drastically-changes-estate-planning-landscapewww.whitecase.com/publications/alert/us-tax-proposals-may-affect-estate-and-gift-planning-strategieswww.dwt.com/blogs/family-business-resource-center/2021/10/build-back-better-act-trust-and-estates-impact#page=1www.cadwalader.com/brass-tax/index.php?nid=45&eid=187collyerbristow.com/shorter-reads/us-tax-changes-imminent/ 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September 30, 2021 webmaster
Tax, Tax Planning, US
bit.ly/3B13hW5www.dwt.com/blogs/family-business-resource-center/2022/11/converting-your-family-business-entity#page=1Considering Converting an LLC into a Corporation? Here Are the QSBS Issues You Should Be Thinking About | Mintz See also:gordonlawltd.com/llc-s-corp-or-c-corp/ 0
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September 30, 2021 webmaster
Corporate Law, US
www.reedsmith.com/en/perspectives/2021/09/the-nuclear-option-for-discovery-in-cryptocurrency-fraud See also:angle.ankura.com/post/102jass/streamlining-document-review-in-due-diligence-how-ediscovery-tools-enhance-effic 0
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September 29, 2021 webmaster
Crypto Currencies, Regulatory, US
www.eversheds-sutherland.com/documents/global/switzerland/legalcompass/LC_2021_08_EN_Banking_Finance.pdfwww.ashurst.com/en/news-and-insights/legal-updates/the-long-arm-of-the-law-us-anti-money-laundering-reforms-and-their-implications/See also:bit.ly/3zgXVEs 0
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September 29, 2021 webmaster
Banking, Money Laundring, Regulatory, US
latinlawyer.com/guide/the-guide-corporate-compliance/second-edition/article/2-latin-americas-compliance-climate-today 0
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September 28, 2021 webmaster
North America, Regulatory, Risk Management, South America
www.findknowdo.com/news/09/15/2021/alternative-data-company-settles-sec-charges-failure-anonymize-data?utm 0
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September 28, 2021 webmaster
Regulatory, US