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Home→Categories News - Page 29 << 1 2 … 27 28 29 30 >>

Category Archives: News

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Proposed Amendments to Disciplinary Rules

Posted on October 29, 2014 by Daniel EvansOctober 29, 2014

It has only now come to our attention that amendments to Pennsylvania disciplinary rules were proposed in September, with a comment period ending November 3.  The amendments are intended to reduce lawyer misappropriations from client funds and fiduciary funds in … Continue reading →

Posted in News, Rules and Regs. | Tagged Rules of Professional Conduct

Pooled Disability Trusts – Act 168

Posted on October 28, 2014 by Daniel EvansOctober 28, 2014

On October 27, 2014, Governor Corbett signed SB 428, making it Act 186 of 2014. The act makes changes to 20 Pa.C.S. 7799.3, which deals with pooled trusts for people with disabilities.  The most significant change is that, when a … Continue reading →

Posted in News, Statutes

IRS Approves Retroactive Reformation

The IRS has issued five identical private letter rulings, apparently to five different parties involved in the same transaction, confirming that a court-approved reformation of a trust in accordance with § 415 of the Uniform Trust Code would be respected … Continue reading →

Posted in News, Rulings | Tagged IRC 2036, IRC 2038, PEF 7740.5, Trust reformation

Pooled Trusts for the Disabled

Posted on October 16, 2014 by Daniel EvansOctober 16, 2014

Both houses of the legislature have passed SB 428, which makes changes to Pennsylvania laws on pooled trusts for persons with disabilities. … Continue reading →

Posted in News, Statutes, uncategorized

Uniform Fiduciary Access to Digital Assets Act

Posted on August 5, 2014 by Daniel EvansFebruary 21, 2015

At its recently completed 2014 annual meeting, the National Conference of Commissioners on Uniform State Law approved the Uniform Fiduciary Access to Digital Assets Act.  When enacted by the various states, the act will provide personal representatives of estates, agents … Continue reading →

Posted in News, Statutes | Tagged Digital assets

IRC Section 67 Regulations Deferred

Posted on July 17, 2014 by Daniel EvansJuly 17, 2014

As previously reported, the IRS has published final regulations on the expenses of estates and trusts that are subject to the 2% floor for miscellaneous itemized deductions.  T.D. 9664, 79 F.R. 26616 (5/9/2014) These final regulations require estates and trusts … Continue reading →

Posted in News, Rules and Regs.

Powers of Attorney Law Amended

Posted on July 7, 2014 by Daniel EvansJuly 10, 2014

Pennsylvania H.B. 1429, which makes a number of changes to the form and effect of powers of attorney, was signed by Governor Corbett on July 2, becoming Act 95 of 2014. Updated on July 10:  Here is the first installment … Continue reading →

Posted in News, Statutes

Stop the “Circular 230” Disclaimers!

Posted on June 25, 2014 by Daniel EvansJune 25, 2014

For the past several years, many tax practitioners have been adding a form of disclaimer to every email because of concerns about the “covered opinion” rules of Circular 230. On June 9, the Treasury published final regulations amending Circular 230 … Continue reading →

Posted in News

Same-Sex Marriage Update

Posted on June 23, 2014 by Daniel EvansJuly 1, 2015

I’m late in reporting that a federal district court has struck down Pennsylvania’s “mini-DOMA,” 23 Pa.C.S. § 1102, which defines “marriage” as “[a] civil contract by which one man and one woman take each other for husband and wife,” as … Continue reading →

Posted in News | Tagged Marriage, Same-sex marriage

IRS Publishes “Taxpayer Bill of Rights”

Posted on June 10, 2014 by Daniel EvansJune 10, 2014

The IRS has published a “Taxpayer Bill of Rights” that it says will become a “cornerstone document” to provide taxpayers with a better understanding of their rights.  IR-2014-72. … Continue reading →

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