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Are Pooled Special Needs Trusts Subject to SEC Regulation?

Apr 25th, 2023

On March 24, 2023, the United States District Court for the Middle District of Florida ruled in Securities and Exchange Commission v. Synergy Settlement Services, Inc., et al., Case No. 6:22-cv-820-WWB-DCI. The motion before the Court was to dismiss the action. The motion was denied with the Court indicating it should at least move tot […]

Debt Collection Rule

David McGuffey

Dec 27th, 2021

The Bureau of Consumer Financial Protection issued a new debt collection rule effective November 30, 2021. The final rule revises Regulation F, which implements the Fair Debt Collection Practices Act (12 CFR Part 1006). The new rule requires a validation notice which must include information like: Name and mailing information of the debt collector Name […]

Estate Tax and Gift Tax Anti-Claw Back Regulations

David McGuffey

Aug 12th, 2021

In 2021, the life-time estate and gift tax exemption is $11.7 million per donee (dead person or giftor). The exemption is scheduled to roll back to pre-2018 levels in 2026 unless extended by Congress. IRS Notice IR-2019-189 accompanied final regulations known as Anti-Claw Back regulations. These regulations essentially state that if you make a gift […]

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Are Pooled Special Needs Trusts Subject to SEC Regulation?

Debt Collection Rule