In the final episode of the Speaker Showcase, Partners Steve Malech and Matt Smith discuss the complexities of estate planning, particularly in the context of divorce and family disputes. They highlight the importance of clear definitions in legal documents, the
Latest from Future Focused
Speaker Showcase: Navigating the Business Life Cycle with Vanessa Maczko and Jack Sousa
In the second episode of Future Focused: Sophisticated Estate Planning Speaker Showcase, Private Client Services Partner Vanessa Maczko and Corporate Partner Jack Sousa discuss estate planning strategies, with a focus on business owners and succession planning for both family and
Recent U.S. Tax Court Victory for Taxpayers Utilizing Intrafamily Loans
What Is an Intrafamily Loan?
Intrafamily loans, or loans between family members, can be an effective estate planning tool to transfer potential growth on loaned funds between generations without reducing the lender’s lifetime gift and estate tax exemption. The Internal
Speaker Showcase: Hot Topics in Estate Planning with Michael Clear and Erin Nicholls
In the inaugural episode of our Speaker Showcase, Partners Michael Clear and Erin Nicholls explore the evolving landscape of estate planning, with a special focus on strategies for middle and high-net-worth clients in Connecticut. The discussion addresses the potential sunset
What Happens When an Executor Dies? Ensuring Smooth Estate Administration in Connecticut
The death of a serving executor or administrator (a “fiduciary”) during the administration of a loved one’s estate can add to the stress of an already overwhelming process. Fortunately, Connecticut law provides a clear framework to transition between fiduciaries and
Probate Litigation Alert: Can a Cell Phone Video Serve as a Valid Will?
The Montana Supreme Court in The Matter of the Estate of Jessie L. Beck, 418 Mont. 416 (2024) considered whether under Montana law, a cell phone video met the requirements of a validly executed last will and testament. The answer
Ruth Fortune to Receive Hartford County Bar Association’s Judge Maxwell Heiman Memorial Award
Ruth Fortune, Associate in the Private Client Services Department, has been recognized by the Hartford County Bar Association with the Judge Maxwell Heiman Memorial Award.
The Judge Maxwell Heiman Memorial Award is presented to a Hartford County lawyer in
Michael Clear Elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC)
Michael Clear, Chair of the Private Client Service Department at Wiggin and Dana, has been elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC), one of the most prestigious designations in the field of
Residence and Domicile Issues for Non-Citizens: Key Considerations
When it comes to estate and gift taxation, non-U.S. citizens face unique challenges based on their residence and domicile status. Understanding these concepts is crucial for effective estate planning and tax management.
Determining Domicile for Estate and Gift Tax Purposes
Unlocking Digital Asset Potential with Expert Jake Claver
Digital Assets may be poised to revolutionize the financial world and the velocity of moving money across the economy. On this episode of Future Focused: Sophisticated Estate Planning, host Erin Nicholls and Corporate partner R.J. Kornhaas welcome guest Jake Claver,