A Win-Win Situation: How Charitable Gift Annuities Provide Benefits for Both Donor and Recipient By: Alexis Crutchfield Are you looking for a way to decrease your income tax obligation after retirement while supporting your alma mater or a favorite charity? A charitable gift annuity may be the Continue Reading
Supreme Court Clarifies Employer Test for Religious Accommodations
For almost 50 years, employers (and courts) considering requests for religious accommodation have evaluated whether the requested accommodation imposed more than a de minimis burden on the organization. If so, the accommodation constituted an undue hardship and could be denied. But on June 29, 2023, Continue Reading
SCOTUS Rules that Race-Conscious Admissions Violate the 14th Amendment
On June 29, 2023, the United States Supreme Court ruled that colleges and universities can no longer consider race as a specific basis in admissions. In what will likely alter the future of affirmative action in higher education, the justices ruled that the admissions programs at the University of Continue Reading
New Florida Law Gets Serious About Offsite Storage of Patient Information
On May 8, 2023, Florida Gov. Ron DeSantis signed new restrictions into law for health care providers that utilize resources outside the U.S. While the majority of the new law affects the real estate industry in Florida, it also includes key updates to the Florida Electronic Health Records Continue Reading
Chambliss Estate Planning Newsletter – May 2023
April Showers Bring May Flowers... to Chambliss! Thank you to everyone who attended our elder law event! Special thanks to Flowers by Gil and Curt for providing the lovely blooms and arrangement assistance. Check out some photos from the event! Estate and Succession Planning Considerations Continue Reading
Estate Planning Newsletter – March 2023
Beneficial Ownership Reporting Requirements Under the Corporate Transparency Act By: Nick Nester Increased reporting obligations are on the horizon as Congress attempts to crack down on money laundering and other illicit activity. These requirements are part of the newly enacted Corporate Continue Reading
Estate Planning Newsletter – January 2023
Navigating Veteran Disabilities Under the PACT Act By: Colter Parker The Promise to Address Comprehensive Toxics (PACT) Act expanded the benefits offered to veterans exposed to toxic substances in Iraq and Afghanistan. For post-9/11 combat veterans, the PACT Act extends the period of time they Continue Reading
Estate Planning Newsletter – November 2022
New Guidance for Inherited IRAs By: Shelton Chambers Historically, if one inherited an IRA, he or she was able to stretch the distributions over the beneficiary's lifetime. However, under the SECURE Act, passed in 2019, those stretch out rules were changed for most individuals inheriting Continue Reading
Estate Planning Newsletter – September 2022
Millennials — When Raising Young Children and Caring for Aging Parents Collide By: Isiah Robinson Currently, there is no lack of opinion regarding the millennial generation. As a millennial, it is not hard to understand why. However, despite the potential dividing views on this particular Continue Reading
Estate Planning Newsletter – July 2022
2022 Embrace Aging Forum Recap Chambliss Law hosted the 2022 Embrace Aging Forum on Tuesday, June 28 at The Westin Chattanooga. We cannot thank everyone enough for helping make this event a huge success. This year’s event featured: Book signing with keynote speaker and New York Times Best Continue Reading