by Mallory Schowe | Jul 27, 2023
Clients often ask us how to plan for educational expenses for their children or grandchildren. According to the College Savings Plans Network, at an inflation rate of 6%, it will cost about $276,954.00 to send a child who is currently a toddler to an in-state, public...
by Mallory Schowe | Jul 19, 2023
“This irrevocable trust no longer meets our needs, what options do we have?” This is a question that clients periodically ask. A recent Pennsylvania Supreme Court case, In re Trust Under Deed to Walter R. Garrison, illustrates a trend among states to grant...
by Kelly Sweeney | Jul 13, 2023
Private foundations, also known as “family foundations,” can serve strategic wealth planning goals for high-net-worth individuals while also serving charitable goals. However, private foundations require oversight and annual reporting, and administering a private...
by Christine Stackhouse | Jul 10, 2023
On June 29, 2023, the Federal Trade Commission (“FTC”) published the final version of its revised “Guides Concerning the Use of Endorsements and Testimonials in Advertising”[1], hereinafter (“Guides”). For the purposes of the Guides, it is important to note that...
by Christine Stackhouse | Jul 7, 2023
Greetings, Court Fans! We’re back with our final Update of OT22, covering a trio of decisions involving standing and challenges federal agencies’ authority: Biden v. Nebraska (No. 22-506) and Department of Education v. Brown (No. 22-535), where the Court held that...
