Insights

Please join Blank Rome LLP and Anchin for a discussion that will highlight the opportunities, challenges and distinctions surrounding both blockchain and digital assets. Our panelists will focus on the "IRL" use cases for both blockchain and digital assets, regulatory conundrums, and how these technologies are driving change in the financial services industry.

Getting a private equity or venture capital fund off the ground takes more than a successful investment strategy. From the outset, you need to consider and plan for the lifespan of the fund, from concept to realization and eventual liquidation. These funds are far more complex and require significantly more financial planning than a typical long-short equity fund.

In a world that is increasingly paperless, many people are becoming accustomed to conducting a variety of transactions digitally. When it comes to one’s Last Will and testament, however, only an original, signed document will do.

Increasingly, project owners are turning to outside experts for construction cost oversight to address these concerns. 

 In instances when the family member who typically takes care of the finances falls ill and is unable to continue, a child may need to step in.

The long awaited second set of proposed regulations to the Qualified Opportunity Zone (QOZ) program were released on April 17, 2019. Unfortunately, per the U.S. Treasury, certain sections of the regulations can be relied upon by the taxpayer and some cannot.

A traditional trust can sometimes create a conflict between the lifetime and remainder beneficiaries. For example, investment strategies that provide growth that benefits remainder beneficiaries can leave lifetime beneficiaries with little or no annual payouts. This makes it more difficult for a person’s estate plan to achieve his or her objectives and places the trustee in a difficult position. A total return unitrust (TRU) may offer a solution.

Sometimes a change in circumstances forces a change in responsibilities at a time when all parties are not necessarily ready. In instances when the family member who typically takes care of the finances falls ill and is unable to continue, a spouse or child may need to step in.

Large gifts made last year, such as ones made to children, grandchildren or other heirs, require filing a gift tax under certain circumstances. It is important to determine whether filing a 2018 gift tax return is required – or whether filing one would be beneficial even if it isn’t required.

Anchin, Block & Anchin LLP is pleased to present this compilation of strategies, “Guide to Maximizing Social Security Benefits”. Social Security benefits play an important role for retiring baby boomers. Different Social Security strategies can help to boost your monthly benefit if planned in advance. In order to optimize the use of these strategies, you need to know the basics about Social Security benefits. The strategies in this booklet explain various alternatives that can maximize Social Security benefits for your family.