Education
Understanding the Implications of Chief Counsel Memorandum 202352018
Modifying Irrevocable Trusts In this piece for Wealth Management, we explore the uncertainty created by a recent IRS memo on irrevocable trust modifications. The memorandum requires practitioners to tread with caution given the unknown limits of how far the IRS is...
Demystifying Beneficial Ownership under the CTA: Key Takeaways
Who exactly needs to report? After my last post, we got a lot of questions about how does and does not need to file so I recently uploaded a new video explaining the requirements. In this blog post, I'll share key takeaways from the video, shedding light on the...
Important New Rules for your LLC and Corporation!
The Corporate Transparency Act The Corporate Transparency Act (CTA) went into effect on January 1, 2024 and requires certain disclosures and filings listed below and explained further in the video below: With a few exceptions, every LLC and corporation is now required...
New Article: Tax Reimbursement Clauses
Tax Reimbursement Clauses - How to Incorporate Tax Reimbursement Clauses in Your Trust Managing Attorney, Yaser Ali, published a new article this week alongside renowned national experts, Martin Shenkman and Jonathon Blattmachr on Tax Reimbursement Clauses in the ABA...
Islamic Estate Planning Lecture Series at Zaytuna College
Islamic Estate Planning - Theory and Practice Our Managing Attorney Yaser Ali is teaching a detailed six-part series over the next few months on Islamic Estate Planning with our former law clerk, Abdullah Qureshi, J.D., at Zaytuna College. These live-streamed programs...
Helpful Guide to the Arizona Probate Process
Dealing with legalities after the loss of a loved one can be overwhelming, but understanding the steps involved can provide you with the knowledge and confidence needed during this difficult time. In this guide, we'll break down the Arizona probate process, explaining...
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