The Internal Revenue Service has published new proposed regulations to address the changes to the required minimum distribution rules under the amendments to section 401(a)(9) made by sections 114 and 401 of the Setting Every Community Up for Retirement Enhancement … Continue reading
Category Archives: News
The most recent Pennsylvania Bulletin includes actual and proposed changes to CLE and annual registration procedures that may be of interest to Pennsylvania lawyers generally. The Rules for Continuing Legal Education have been amended to allow some CLE credits for … Continue reading
The Supreme Court has adopted amendments to a number of Orphans’ Court rules to change references to “master” to “hearing officer.” The purpose of the amendments is to eliminate a term that has “a perjorative connotation” in “modern parlance outside … Continue reading
Pa.R.O.C.P. 10.5 has been amended to require that a notice of estate administration be given upon the grant of letters and whenever there is a change in personal representatives, including changes due to the death or resignation of a personal … Continue reading
Counties have begun updating their local rules to conform to the amendments of Pa.R.O.C.P 1.99 and the Case Records Public Access Policy of the Unified Judicial System of Pennsylvania to require the use of the confidential information form and eliminate … Continue reading
The Supreme Court has amended Pa.R.O.C.P. 1.99 to require the use of “confidential information forms” (and not the filing of redacted documents) to comply with the public access policy in the Orphans’ Court. As explained in the adoption report of … Continue reading
The Supreme Court has approved a number of clarifying amendments to the Electronic Case Record Public Access Policy of the Unified Judicial System of Pennsylvania, some of which will explicitly bring the clerk of the Orphans’ Court and the Guardianship … Continue reading
The Orphans’ Court Procedural Rules Committee has proposed a new Pa.R.O.C.P. 1.20 that would allow the Orphans’ Court to conduct proceedings using “advanced communication technology,” which is defined as “any communication technology providing for two-way simultaneous communication of image and … Continue reading
The Internal Revenue Service has released Rev. Proc. 2021-45 with inflation adjustments for 2022 and, consistent with earlier predictions, the changes in the most significant federal estate and trust planning numbers will be as follows: The base applicable exclusion amount (and generation-skipping tax … Continue reading
If you’ve noticed there have not been email updates in a while, thank you. It’s nice to be missed. The problem I was having is that the emails were starting to be treated as spam by some email servers, which … Continue reading