by Mallory Schowe | Feb 13, 2024
Greetings, Court Fans! Most Court-watchers’ attention last Thursday was devoted to the oral argument in Trump v. Anderson (No. 23-719), where candidate Trump seeks to reverse the Colorado Supreme Court’s recent decision barring him from that state’s primary ballot on...
by Mallory Schowe | Jan 11, 2024
The year 2024 brings new changes to estate and gift tax laws in the United States, with updated exemptions, rates and regulations affecting taxpayers at both federal and state levels. As we settle into the new year, it is important to stay informed about the latest...
by Mallory Schowe | Dec 14, 2023
As the new year approaches, we present our annual year-end advisory for 2023. This edition highlights noteworthy estate and gift tax changes in the law and outlines planning opportunities that can be utilized before the end of the year. We also take a moment to...
by Mallory Schowe | Dec 11, 2023
Following up on a prior advisory that we published on “Estate Tax Planning and the Often-Overlooked Power of the ‘Med-Ed Exclusion’” (click here to read), we offer this update and a deeper dive into the gift of medical care that may have meaningful implications on...
by Christine Stackhouse | Dec 7, 2023
Greetings, Court Fans! On Tuesday, the Court issued its first decision of the term: Acheson Hotels, LLC v. Laufer (No. 22-429). This was set to be a significant decision on the standing of so-called “testers”—individuals who file lawsuits against businesses whose...
