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This page is a archive of recent entries written by lsaret in April 2009.

lsaret: March 2009 is the previous archive.

lsaret: May 2009 is the next archive.

Find recent content on the main index or look in the archives to find all content.

lsaret: April 2009 Archives

By Peter J. EliasLegal News Alert: Real Estate Tax Strategies Due to the current state of the credit and bond markets, many investors are being presented with opportunities to acquire debt obligations from lenders at significant discounts. These opportunities...

Continue reading "Key Tax Issues for Private Equity Investments in Distressed Debt: Buyer Beware"

By Martin M. Shenkman, CPA, MBA, JDIntroductionThe estate of Brooke Astor is embroiled in a headline grabbing suit with her son, Anthony Marshall, and her former estate planner, Francis X. Morrissey, Jr. Was she competent when she signed the two...

Continue reading "The Practical Planner: Brooke Astor Estate: Questions and Lessons"

The Trustee's Duty to Inform

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This article was previously published in the 85 North Carolina Law Review 1595 (2007).  Please note that this article has not been updated since its original publication and therefore does not reflect developments from 2007-2009. by Thomas P. GallanisHIGHLIGHT:  This Article...

Continue reading "The Trustee's Duty to Inform"

By Robert L. Moshman, Esq. In difficult financial times like these some pithy words of wisdom make more sense than ever. The Great Bard on Money  "Neither a borrower nor a lender be; For loan oft loses both itself and...

Continue reading "The Estate Analyst: Shakespeare & Ben Franklin Had It Right"

By Robert L. Moshman, Esq.TEMPORARY RULES & TAX BREAKSThere are several tax breaks and financial rules with deadlines that will expire.FDIC INSURANCE LIMITS: Depositors should be wary of taking FDIC insurance coverage at $250,000 for granted. That level of coverage...

Continue reading "The Estate Analyst: Temporary Rules & Tax Breaks"

By Robert L. Moshman, Esq."We have nothing to fear, except fear itself. -Franklin Delano Roosevelt These are fearful times in which we plan. Set phasers to "stun" as we assemble a landing party and beam down to planet Earth to assess...

Continue reading "The Estate Analyst: "Planning in Fearful Times""

By James T. R. Jones *"[T]he law, in its all-sufficiency, must furnish some rule, by legislative enactment or analogy, or based on some sound legal principle, by which to determine between the living questions of the disposition of the dead...

Continue reading "Body, Body, Who Gets the Body? The Resolution of Bodily Remains Cases"

By Doug Himmel As 2008 fades into history, we can look back upon what was truly a very interesting yea...

Continue reading " The Death of The Life Settlement Market Has Been Greatly Exaggerated"

By Jeffrey Rubinger and Summer Ayers LePreeOn March 26, 2009, the Internal Revenue Service announced a six-month reduced-penalty voluntary compliance initiative available to U.S. taxpayers with unreported offshore income.Background: The UBS CaseIn connection with the U.S. government's investigation of and...

Continue reading "IRS Announces Reduced-Penalty Program for Taxpayers Who Voluntarily Disclose Offshore Accounts"