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For centuries, the trust and estate laws were more or less constant; now, we are all experiencing unprecedented change in every area of our lives. How do wealthy individuals plan for their families in the midst of such monumental change?

After the European Central Bank announced an expanded asset purchase program, the Syriza anti-austerity party won the Greek election. The Syriza party is anti-bailout so the election rattled equity markets and triggered a loss on the Athens Stock Exchange and elsewhere in Europe.

Bernard A. Krooks of Littman Krooks LLP provided the attendees of the Heckerling Institute on Estate Planning an overview of special needs planning and special needs trusts.

Robert Romanoff of Levenfeld Pearlstein discussed the implications of the net investment income tax on the design, creation and administration of trusts and suggested that trusts should be designed and administered with a focus on minimizing the NIIT.

One program featured a session on using technology for fundraising. An example is an application that can be used to support an athlete’s charitable support with giving driven by that player’s statistics. Another innovative application drives social media auctions.

The President of the European Central Bank announced an expanded asset purchase program and there has been growing sentiment that the U.S. Federal Reserve will move to increase interest rates. Info for U.S. investors and businesses on the European Central Bank announcement.

Downing Street is concerned Mr. Tsipras could become a rallying figure for opposition to the economic reforms that Britain, the International Monetary Fund and Germany believe are necessary to turnaround the eurozone. The International Monetary Fund will continue financial support for Greece.

The 52nd annual Heckerling Institute on Estate Planning included a “recent development” panel that discussed legislative developments as well as cases and rulings, and then finished up with a discussion of the 2017 Tax Cuts and Jobs Act.

Continuing with our reports from the 2017 Heckerling Institute on Estate Planning, here is the take away for the session titled 'Retirement Accounts in First and Second Marriages.

Steve Akers discusses the new basis consistency and information reporting rules now being imposed on executors that applies to property reported on estate tax returns filed after July 31, 2015.

Long-term care, including the myths and reality of such care, are complex. The long-term care options available to those who are proactive and will have more choices and better control over their long-term decisions than those who wait!

Scott A. Bowman (Proskauer Rose LLP), M. Read Moore (McDermott Will & Emery LLP) and Dina Kapur Sanna (Day Pitney LLP) discussed recent developments and focused on sweeping trends in global tax transparency.

Business succession planning should not be overlooked or left until a sales contract is already signed. Thomas W. Abendroth spoke about the challenges inherent in business succession planning for a privately owned business.

The second day of the 2018 Heckerling Institute for Estate Planning kicked off with Paul Lee of Northern Trust discussing how to manage tax basis. Taking advantage of IRC Section 1014’s unlimited step-up in basis is a crucial part of estate planning.

Real estate is a marvelous asset to own. There are many strategies a real estate investor can implement to achieve their family’s succession plan. Investors should be sure to match their intent with the implications any given strategy will provide.

There are a number of key points that you should consider when contemplating the retirement phase in your life so as to comfortably afford retirement and not outlive your assets.

This article features a discussion of changes to office design to help protect colleagues and employees as companies return to the office.

What information is needed regarding the receipts to support expenses.

Playing video games for an audience, whether for entertainment or professionally, sounds like a far departure from the arcades, consoles and handheld devices with which many of us grew up.

The Florida Business Summit featured the leaders of several area business on what it takes to succeed. Their answers included knowing your brand and customers, integrating your company into the community, finding the right employees, and more.