On this episode, host Erin Nicholls welcomes Victoria Fiengo, Private Client Services Associate, to discuss the complexities of self-dealing in private foundations. The discussion focuses on the importance of understanding the broad definition of disqualified persons to avoid impermissible self-dealing
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Ep. 55 – It’s Not You, It’s Business: The Reality of Business Divorce with Joseph Merschman
On this episode, host Michael Clear is joined by Wiggin and Dana Litigation Partner Joseph Merschman. Joe and Michael explore the concept of “business divorce,” referring to conflicts among co-owners of closely held companies. These disputes often arise from
Probate Disputes: Discussing Capacity, Influence, and Fraud with Mike Kenny
In this episode of Future Focused: Sophisticated Estate Planning, Host Michael Clear is joined by Litigation Partner Michael Kenny, where they discuss the complexities of probate disputes, focusing on will contests, particularly related to undue influence and testamentary capacity.
Top 5 Reasons to Create and Fund a Revocable Trust in Connecticut
A revocable trust is a flexible estate planning tool that allows you to manage and distribute your assets during your lifetime and after your death. You retain full control over the trust while you’re alive, with the ability to amend
Elevating the Practice from Within: In Conversation with Dan Maloney
In this episode, Host Michael Clear is joined by a special guest, Senior Practice Manager Dan Maloney, who shares how his unique role helps shape client experience, team culture and business development at Wiggin and Dana. From onboarding and retention
Importance of Recordkeeping for Agents under a Power of Attorney
Serving as an agent under a Power of Attorney entails certain fiduciary obligations, including the duty to act in good faith in all dealings on behalf of the principal. A key component of this duty is maintaining accurate and detailed
Qualified Small Business Stock After OBBBA: Key Updates and Opportunities
In this episode of Future Focused: Sophisticated Estate Planning, hosts Michael Clear and Erin Nicholls are joined by Corporate Partners Scott McClure and Len Gray to discuss how the One Big Beautiful Bill Act (OBBBA) is expanding opportunities with qualified
GRATs and Insider Trading
For insiders of publicly traded corporations, there are numerous Securities and Exchange Commission (“SEC”) regulations to follow and abide by. One set of those regulations comes from Section 16(b) of the Securities Exchange Act of 1934 (“the Securities Act”), sometimes
Navigating the Complexities of Private Foundations: Best Practices and Compliance Insights with Erin Nicholls and Sara Osinski
In this episode of Future Focused: Sophisticated Estate Planning, Partner Erin Nicholls and Associate Sara Osinski examine the complexities of managing private foundations. They focus on how the 5% minimum distribution requirement is calculated, including the role of administrative expenses. The
Chambers High Net Worth 2025 Honors Wiggin and Dana Lawyers and Private Client Services Practice
Wiggin and Dana is pleased to announce that the firm’s Private Client Services practice and its partners, Michael T. Clear, Daniel L. Daniels, Jevera K. Hennessey, Leonard Leader, Vanessa L. Maczko, Steve B. Malech,