Regulations

IRS publishes regulations relating to required minimum distributions from qualified plans

On July 19, 2024, the IRS published final regulations regarding required minimum distributions (RMDs) from qualified plans. Required Minimum Distributions…

4 months ago

Are Pooled Special Needs Trusts Subject to SEC Regulation?

On March 24, 2023, the United States District Court for the Middle District of Florida ruled in Securities and Exchange…

2 years ago

Debt Collection Rule

The Bureau of Consumer Financial Protection issued a  new debt collection rule effective November 30, 2021. The final rule revises…

3 years ago

Estate Tax and Gift Tax Anti-Claw Back Regulations

In 2021, the life-time estate and gift tax exemption is $11.7 million per donee (dead person or giftor). The exemption…

3 years ago