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Litigation Funding Documents Warrant Work Product Protection

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In Corporate Litigation | On February 24, 2015

In a case of first impression, the Court of Chancery in Carlyle Investment Management L.L.C., et al. v. Monmouth Company S.A., et al., 2015 WL 778846 (Del. Ch. Feb. 24, 2015), held that documents concerning the negotiation of a litigation funding agreement are protected by the work product doctrine. Carlyle Investment Management L.L.C. and related […]

Should I Rely on Portability or Bypass Trusts to Avoid Estate Tax?

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In Trusts and Estates | On September 25, 2014

In the wake of the 2013 tax act, the great estate planning question confronting many couples in planning to reduce or eliminate federal estate tax is whether to rely on “portability”— the ability of a surviving spouse to “port over” the unused estate/gift tax exemption left by his or her deceased spouse — or instead […]

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