(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)
How to Deal With Repeal
Todd A. Flubacher - Trusts & Estates
Securities Law Considerations for Trusts and Estates Advisors: Part II
Arlene Osterhoudt anb Ivan Taback - Trusts & Estates
Balancing Collaboration With the Attorney-Client Privilege
Charlie Douglas, Judi Cunningham and Jennifer D. Odom - Trusts & Estates
Governance for Business-Owning Families: Part I
Patricia Angus - Trusts & Estates
Lending to Museums
Azmina Jasani - Trusts & Estates
SEC Investment Management Guidance Update: Robo-Advisors
"[D]epending on their business models and operations, robo-advisers should keep in mind certain unique considerations as they seek to meet their legal obligations under the Advisers Act. This Staff guidance offers suggestions for how robo-advisers may address some of these issues.... [T]here may be a variety of means for a robo-adviser to meet its obligations to its clients under the Advisers Act ... This Staff guidance focuses on robo-advisers that provide services directly to clients over the internet. This guidance, however, may be helpful for other types of robo- advisers as well as other registered investment advisers." February, 2017.
Securities and Exchange Commission Release No. 34-79964
SEC Order approves FINRA rules to (1) require members to make reasonable efforts to obtain the name of and contact information for a trusted contact person for a customer’s account; and (2) permit members to place temporary holds on disbursements of funds or securities from the accounts of specified customers, where there is a reasonable belief that these customers have been, are being, or will be subject to financial exploitation).
IRS Makes Approved Form 1023-EZ Data Available Online
Page from the IRS website announces that public information from approved applications for exemption filed using Form 1023-EZ is now available online for the first time.
Your Taxes Section -- The New York Times
Annual section includes articles on tax preparation software, tax reform legislation, corporate inversions, and other topics
The Sedona Conference Data Privacy Primer
A comprehensive catalog of U.S. data privacy issues, legislation, and resources, designed to provide “immediate and practical benefit” to organizations and practitioners dealing with privacy issues. Jan., 2017 Public Comment version. Free registration required. PDF, 107 pp.