by Teddar S. Brooks | Apr 11, 2017 | Articles of Interest, T&E News
In allocating receipts of short term capital gain distributions from mutual funds and REITs, you must consider the following: Reference pages 8002-8003 of the book entitled “Fiduciary Accounting Answer Book,” (2013 edition), Q8:5 addresses this question directly....
by Teddar S. Brooks | Jan 1, 2015 | Cases of Interest, T&E News
Squib On The New Regs Under IRC Sec. 67 The 2% Rule Treasury Decision 9664 On May 9, 2014 the Treasury Department and the IRS adopted final regulations, which generally retained the 2011 proposed regulations with minor modifications. The final regulations are...
by Teddar S. Brooks | Jul 6, 2011 | Articles of Interest, T&E News
Online Resources to Identify Missing Heirs (TEdec Times, Summer 2011) See the attached listing (for free or partially free) online resources for locating missing heirs. Online Resources Websites [ Click Here ]...
by Teddar S. Brooks | Jun 26, 2011 | Cases of Interest, T&E News
Fees to Guardians Under SCPA Article 17A (TEdec Times, Summer 2011). The NYS Supreme Court, Appellate Division, 3d Department in a recent case, The Matter of the Guardianship of Jonathan EE, a developmentally disabled person 2011 NY Slip Op 5844; 2011 N.Y. App. Div....
by Teddar S. Brooks | Mar 22, 2011 | Articles of Interest, T&E News
Strategic Benefits from Outsourcing (TEdec Times, Spring 2011) Cynthia Feathers and Craig S. Brown in an article entitled “Contract Attorneys: How a Small Firm Can Reap Huge Benefits” in the February 2011 edition of the NYSBA Journal, made a significant case for...
by Teddar S. Brooks | Jul 6, 2010 | Cases of Interest, T&E News
Estate of Saul Schneider v. Victor M. Finman, et al To Attorneys Representing Fiduciaries – Personal Representatives, Trustees, Executors or Administrators. (TEdec Times, July 6th, 2010) The Court of Appeals of the State of New York (its highest court) has just...
