Articles

Our lawyers are thinkers as well as doers—and have published numerous informative and insightful articles on topics related to their respective practices and our clients’ industries. Read what our people have to say about what’s important to you.

Articles

Recent Articles

A Review of the Qualified Personal Residence Trust (QPRT) in Estate Planning

For many individuals seeing rising real estate values and double digit stock market growth prior to 2000, the Qualified Personal Residence Trust (QPRT) represented an ideal way for individuals to remain in their houses while transferring out the future appreciation in the home at a relatively low gift-tax cost. The economic downturn has been a factor in reviewing strategies surrounding QPRTs.

read more »

Tax Changes Loom in the President’s 2014 Budget Proposal

The White House recently released its Fiscal Year 2014 budget proposal, and there are many suggested changes that will impact individuals, businesses, and estates.

read more »

The Fallout from the American Taxpayer Relief Act – What a Relief?

Because the media cycle moves so quickly these days, you may have already forgotten about the frantic last few days of 2012, during which Congress and the White House worked feverishly to save us all from going off the fiscal cliff, which carried with it projected short-term fiscal and economic impacts. One result of those panicky negotiations was something called the American Taxpayer Relief Act. But as we march on through the first quarter of 2013, many are asking whether the American Taxpayer Relief Act (“ATRA”) truly affords any great relief.

read more »

Estate and Gift Planning in Times of Turmoil

Let’s see: the stock market moves like a yo-yo on an hourly basis, the national political climate is as clear as mud, and Maryland has seen an earthquake, a hurricane, and flooding all in the span of a few short weeks. Doesn’t seem like a great time to be thinking about significant estate and gift planning? In fact, a combination of factors makes this the perfect time to consider such planning.

read more »

Past Articles

Regulation Best Interest: Higher Standards for Broker-Dealers, Strengthened Protections for Investor

On June 5, 2019, the U.S. Securities and Exchange Commission (“SEC”) approved a new regulation…

read more »
When “Going Green” Isn’t Attractive – MD Court of Special Appeals Determines HOA Architectural Commi

The Maryland Court of Special Appeals provides helpful guidelines to homeowners and HOAs in addressing…

read more »
Regulation Best Interest: Higher Standards for Broker-Dealers, Strengthened Protections for Clients

In June, the Securities and Exchange Commission (“SEC”) adopted a new regulation, Regulation…

read more »
The Requirements and Impact of the Insurance Data Security Model Law

The National Association of Insurance Commissioners recommended that states pass the Insurance Data…

read more »
SEC Imposes New Requirements for Brokers and Advisers in Adoption of Regulation Best Interest

On June 5, 2019, the Securities and Exchange Commission (SEC) approved the Regulation Best Interest,…

read more »