Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Jim Lundy, partner and member of the Securities Enforcement & Litigation practice, and Katie Keating, associate and member of our Estate Planning practice, for a 10-minute interview to discuss the recent case of Donoghue v. Smith, a securities law case involving a popular estate planning strategy called a GRAT. During this interview, Jim and Katie explain what a GRAT is and what we can learn from Donoghue v. Smith.
Author(s)
Related Insights
June 13, 2025
Foley Viewpoints
Eighth Circuit Affirms Summary Judgment to Insurer in Dispute with Construction Project Owner Over Lost Rental Income
On Monday, June 9, 2025, the Eighth Circuit Court of Appeals ruled that a Missouri real estate developer could not recover insurance…
June 13, 2025
Foley Viewpoints
Your Company Received an ICE Notice of Inspection — Now What?
“Worksite enforcement operations are going to massively expand,” according to a June 12, 2025, interview[1] with Border Czar Tom Homan….
June 13, 2025
Energy Current
Key Provisions of the One Big Beautiful Bill (H.R.1) Related to Foreign Ownership and Foreign Supply (FEOC)
Applicable Limitations on Tax Credits under Sections 48E, 45Y, and 45X: The below summary describes provisions in the One Big Beautiful…