Rorie M. Sherman

Rorie
M. Sherman
Articles
Note From the Editor
The economic news continues to be dire. President Obama seems to be announcing new initiatives every day. And America seems to be holding its breath,
Special Edition: Financial Crises of the Past
It was November 1929—just one month after the now infamous Stock Market Crash of 1929. And Trusts & Estates magazine was there.
Knight Fallout:IRS Issues Notice 2008-32
As we were going to press with the March 2008 issue of Trusts & Estates magazine, we received an email from Kevin Matz of White & Case, LLP, who has a piece in that issue entitled Knight's "Decided. Now What?" Matz wrote: The great thing about law is that it never stays the same. Internal Revenue Service Notice 2008-32, issued today, provides interim guidance on the 2 percent floor limitations for trusts and estates relating to bundled investment management and advisory costs.
Flash Update: Knight Fallout
As we were going to press with the March 2008 issue of Trusts & Estates magazine, we received an email from Kevin Matz of White & Case, LLP, who has a piece in that issue entitled "Knight's Decided.
Tangled Web
David T. Leibell and Daniel L. Daniels, partners at Wiggin and Dana LLP, in Stamford, Conn., report: Private Letter Ruling 200734023, issued Aug. 24,
Circular 230 Clamp Down
David A. Handler, partner in the Chicago office of Kirkland & Ellis LLP, reports that on Sept. 23, 2007, the Treasury Department issued proposed amendments
Breakthrough to Benefit Charities
David T. Leibell and Daniel L. Daniels, who've just changed firms and now are partners at Wiggin and Dana LLP, in Stamford, Conn., have this report: Finally,
GST Planning With CLATs
David T. Leibell and Daniel L. Daniels, partners in the Stamford, Conn., office of Cummings & Lockwood LLC, report: Private Letter Ruling 200733007 (issued
What Price Patents?
David T. Leibell and Daniel L. Daniels, partners in the Stamford, Conn., office of Cummings & Lockwood LLC, report that planners have been buzzing for
A SARBANES-OXLEY FOR CHARITIES
David T. Leibell and Daniel L. Daniels of Cummings & Lockwood LLC in Stamford, Conn. report: On June 14, 2007, the Internal Revenue Service released for
NEW VALUATION COMMITTEE
Trusts & Estates is pleased to announce the formation of a new editorial advisory board committee on valuations. We are honored to have these experts
A Dumont-like Horror
Stock concentration cases against fiduciaries just keep getting scarier. The latest fright comes from Hamilton County, Ohio. If the New York case of Dumontsent
Human Nature, Both Sides Now
If you do estate and trust litigation for a living, it's easy to begin thinking that greed is ubiquitous. But just when you might harden into cynicism,
Dad Wins No Contest
Some states, such as Florida, ban no-contest clauses in wills as against public policy. A greater number of states allow these measures also known as
NEW U.S.-FRENCH TREATY PROTOCOLS
Carolyn DeVore of Pullman & Comley, LLC, in Westport, Conn., reports: The United States and France ratified significant protocols to their income tax
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