As experienced litigation attorneys can explain, summary judgment is a procedural mechanism that allows a court to resolve a case without a trial when there are no genuine disputes of material fact, and the moving party is entitled to judgment
Today marks a special milestone, our 50th episode! Since launching in 2023, we’ve had the privilege of engaging with thought leaders, innovators, and trusted advisors to explore the most pressing issues shaping families and their wealth. To celebrate, we’re taking
On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. The OBBBA makes permanent several provisions implemented by Trump’s 2017 Tax Cuts and Jobs Act (TCJA) and also introduces several new rules, many which
We’re excited to welcome Jevera Hennessey as a new partner in our Greenwich office. A highly respected estate planning attorney with deep ties to the local community, Jevera brings decades of experience advising individuals and families on trusts, estates, and
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
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
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
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
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
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
