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Wills, Trusts & Estates

Tax Debt and Bankruptcy Cash on the table

2 min read

U.S. ex rel. IRS v. Dumler (In re Cassidy): Tax Debt and Bankruptcy

Explaining United States ex rel. IRS v. Dumler (In RE Cassidy) While the case seems firmly rooted in bankruptcy law, it inevitably intersects with...

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hands holding cash

2 min read

Kott v. Commissioner: Early Retirement Plan Withdrawals

Kott v. Commissioner: A Stark Reminder on Early Retirement Plan Withdrawals Navigating the rules around early withdrawals from a retirement plan can...

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Three people standing on legal documents about benefits

4 min read

The Legal Battle Over Employee Benefits: Kinder Morgan, Inc. v. Crout

In the intricate world of employee benefits and federal jurisdiction, the case of Kinder Morgan, Inc. v. Crout stands out as a compelling narrative...

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quill with pad of paper underlined and highlighted

2 min read

Protecting Your Assets: Lessons from the Matter of Sukenik

Protecting Your Assets: Lessons from the Matter of Sukenik Estate planning can be a labyrinth of legal jargon and complex decisions. However, the...

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Picture of man in front of judge with piles of gold to his left

3 min read

Legal Battle Over Beneficiary Rights: Kennedy v. DuPont Savings

Introduction In the landmark case of Kennedy v. Plan Administrator for DuPont Savings and Investment Plan, 555 U.S. 285 (2009), the Supreme Court of...

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picture with arrows showing how different pieces interact in estate planning

3 min read

The Dispute Over ESOP and 401(k) Plan Beneficiaries: Ruiz v. Publix

The Dispute Between Arlene Ruiz and Publix Super Markets, Inc. In the case of Ruiz v. Publix Super Mkts., Inc., 248 F. Supp. 3d 1294 (M.D. Fla....

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