Regulations

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…

1 year ago

Debt Collection Rule

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

2 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