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Category: Trusts and Estates

Proposed Changes to Federal Tax Code Affecting Tax and Wealth Management Clients

On October 12, 2021 by Schnader in Trusts and Estates

UPDATE (11/8/21). Welcome to the legislative roller coaster! For now, we can all breathe a collective sigh of relief. On November 3, 2021, the U.S. House Rules Committee released a third version of the Build Back Better bill, which includes updated guidance significantly narrowing the scope of the previously proposed […]

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Schnader Attorneys Named to The Best Lawyers in America

On August 19, 2021 by Schnader in Alternative Dispute Resolution

Many Schnader attorneys were selected for inclusion in the 2022 edition of The Best Lawyers in America, including four named “Lawyer of the Year” and four named to The Best Lawyers in America: Ones to Watch. Selection for these honors is determined through an extensive peer-review survey in which leading […]

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The New Corporate Transparency Act: Tax and Wealth Management Considerations for Owners of Closely Held Corporations, LLCs, Partnerships and Other Entities and Creators, Trustees and Beneficiaries of Trusts

On April 20, 2021 by Schnader in Tax

Erica Howard-Potter published a client alert, “The New Corporate Transparency Act: Tax and Wealth Management Considerations for Owners of Closely Held Corporations, LLCs, Partnerships and Other Entities and Creators, Trustees and Beneficiaries of Trusts.” The Corporate Transparency Act was enacted by Congress on January 1, 2021 as part of the […]

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Changes to New York Power of Attorney Law Should Simplify Form and Streamline Acceptance by Financial Institutions

On February 1, 2021 by Schnader in Tax

Erica Howard-Potter and Paul E. Van Horn published a client alert, “Changes to New York Power of Attorney Law Should Simplify Form and Streamline Acceptance by Financial Institutions.” Virtually everyone who has prepared or signed a New York Durable Power of Attorney statutory “short form” over the past ten or […]

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