Traditional Values / Innovative Thinking

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04.01.09: Recent Legal Developments

Article by Esther E. Galicia highlights recent decisions made by Florida courts. Download Article (PDF, 1MB)

03.31.09: Whether to Own Part of the Whole?

Article by Danielle J. Grucci Butler discusses fractional yacht ownership.

03.03.09: Additional Effects to the Emergency Economic Stabilization Act of 2008

Filing a Notice of Federal Tax Lien is a formal process by which the IRS makes a legal claim to property as security or payment for a tax debt. A provision in late 2008 legislation requires employer -sponsored qualified retirement plans to offer non-spouse beneficiaries the opportunity to roll over an inherited plan account balance to an IRA set up to receive the rollover on the non-spouse beneficiary's behalf. The IRS issued guidelines to address potentially abusive retirement plan ...