Archive for the ‘news & press’ Category

Jonathan Galler Joins the Firm

January 20th, 2019 by Charles Rubin

The firm proudly announces that Jonathan A. Galler has become a member of the firm and will be joining one of South Florida’s premier estate, trust, fiduciary and guardianship litigation groups. Jonathan is a former Chair of the Probate Rules Committee of the Florida Bar. He graduated from the University of Pennsylvania School of Law […]

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Martin County Estate Planning Council

November 17th, 2018 by Charles Rubin

Charles (Chuck) Rubin spoke on the subject of Florida homestead law to the Martin County Estate Planning Council on 11/15/2018.

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Rubin on Florida Homestead

May 26th, 2018 by Charles Rubin

Charles (Chuck) Rubin has published a book/treatise entitled Rubin on Florida Homestead. The treatise is a comprehensive treatment of all aspects of Florida homestead law. Visit here to learn more about this publication.

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Jenna Rubin presents at PBCBA Seminar

April 23rd, 2018 by Charles Rubin

On April 9, 2018, Jenna Rubin presented on Probate and Trust Litigation at the Palm Beach County Bar Association’s Probate and Trust Cross Training Seminar.

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JD Supra Readers Choice Award 2018

March 19th, 2018 by Charles Rubin

Charles (Chuck) Rubin was awarded a JD Supra Readers Choice Award for 2018. You can read more about it here.

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Recent News

09 Oct 2019

Pending Merger Required to be Considered in Valuing Stock

In Chief Counsel Advice, the IRS concluded that in valuing a gift of publicly traded stock to a grantor retained annuity trust, the announcement of a merger shortly thereafter after the gift must be factored into the valuation.

FACTS: A taxpayer who was a co-founder and Chairman of the Board of a publicly traded corporation gifted shares of stock of the company to a newly-formed grantor retained annuity trust. After the transfer date, the corporation announced its merger with another corporation. Prior to the gift date, the corporation had undergone negotiations with multiple parties and on the gift date had been engaged in exclusive negotiations with the corporation that was the subject of the merger announcement. The IRS determined that the pending merger should have been considered in arriving at the value of the gifted stock. . .

03 Oct 2019

Wilson v. Wilson

By Jenna G. Rubin

This decision deals with whether subsequent to executing a prenuptial agreement, language in a decedent’s trust directing the trustee to set aside “as much property as is necessary to satisfy the Wife’s elective share” constituted a modification of the prenuptial agreement such that the wife could then elect to take her elective share. The Court found that it did not.

01 Oct 2019

Manor Oaks, Inc. v. Campbell

by Jenna G. Rubin

It is not uncommon for a health care surrogate or an agent under a power of attorney to sign a nursing home admission form for an elderly family member who is unable to do so for himself. These admission forms may contain more than just health care related or financial related provisions, so it is important to consider the nature and the scope of the family member’s authority in determining whether they can bind someone to all of the terms of the agreement.

30 Sep 2019

Old and Cold Offshore Asset Protection Trust Assets Not Reachable by U.S. Creditors

In re Rensin involved an “old and cold” offshore asset protection trust arrangement which a trustee in bankruptcy sought to pierce. The case provided some interesting facts and conclusions that should be of interest for those contemplating offshore APTs. The trust was established and funded well before the beneficiary . . .

15 Sep 2019

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tax, estate planning, probate, trust & guardianship law and litigation, and related commercial matters