Searching Content indexed under Wealth Management by Day Pitney LLP ordered by Published Date Descending.
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Complementary Philanthropy Using Both Donor-Advised Funds And Private Foundations
Many investment firms and community foundations sponsor DAFs.
United States
3 Jan 2019
Tax Court Provides Clarity For Family Offices Seeking To Deduct Business Expenses
Proceedings in the Tax Court case of Hellmann v. Commissioner provided additional clarity on whether expenses incurred by a single family office are deductible as trade or business expenses...
United States
10 Dec 2018
Staffing The Family Office: Attracting And Retaining Talent
Key Duties That Families Require of Family Office Executives - Investment Strategy and Implementation; Accounting, Reporting and Control; Banking and Liquidity Planning; Legal, Governance and Estate Planning ...
United States
11 Oct 2018
As Fund Managers Await Regulations, Key Questions Surface With Qualified Opportunity Funds
As part of the Tax Cuts and Jobs Act, signed into law by President Trump on December 22, 2017, Congress introduced new tax incentives designed to encourage long-term investments in low-income American communities.
United States
4 Oct 2018
Estate Planning Update July 2018 - Estate Planning In 2018
We continue to digest and act on the changes to federal tax law that were passed late last year. In a sense, the changes to the federal gift and estate tax just continue a trend of increasing exemptions that started 20 years ago.
United States
31 Jul 2018
You, Taxes And 2018: What To Expect From The Tax Bill
He said the result could be similar to what happened the last time there was uncertainty surrounding the estate tax.
United States
19 Jan 2018
Cybersecurity For Family Offices
The article examines the substantial risks of cyberattacks that family offices and their clients face.
United States
14 Mar 2017
Estate Planning Update October 2016 - New Jersey To Repeal Its Estate Tax
On October 14, Gov. Christie signed a new law that will remove New Jersey from the top of the list as one of the worst states in which to die, and that may give pause to many New Jersey residents seeking to establish their domicile elsewhere.
United States
18 Oct 2016
Estate Planning Update July 2016 - Good News On Connecticut Probate Fees
As mentioned in our July 2015 Estate Planning Update, last year Connecticut substantially increased the probate fees for all Connecticut estates.
United States
20 Jul 2016
Estate Planning Update July 2016 - Domicile Planning
As mentioned in the above article, the stakes are high when it comes to changing domicile. In making that determination, the tax authorities and the courts look at whether you have changed your "pattern of life."
United States
19 Jul 2016
What To Expect When You're Expecting
Dina Kapur Sanna wrote about recently issued proposed regulations for the Trust & Estates Magazine, e-newsletter: "IRS Issues Proposed Regs Taxing Gifts and Bequests From Covered Expatriates."
United States
7 Nov 2015
Estate Planning Update - July 2015
Have you ever been asked, "are your affairs in order?" Have you wondered what that question really means?
United States
24 Jul 2015
Estate Planning Update - December 2014
Teaching your children financial literacy may help lead them down a path of fiscal responsibility, but each child is different and what works for one may not work for all. If you are thinking about educating your children about finances, here are some ideas you can try
United States
31 Dec 2014
Estate Planning Update - July 2014
We continue to believe that passing property in trust for both a surviving spouse and descendants offers the most benefit to your family.
United States
31 Jul 2014
IRS Changes Offshore Voluntary Disclosure Program And Streamlined Filing Compliance Procedures For Undisclosed Foreign Accounts
These changes again increase the volume and breadth of information requested by the IRS within OVDP and increase the penalties payable under OVDP in certain cases.
United States
27 Jun 2014
Planning After ATRA
After years of flux, the federal estate, gift and generation-skipping transfer tax laws have finally settled into a "permanent" state.
United States
31 Dec 2013
Vacation Homes: Top Estate Planning Considerations
With the arrival of warm weather, you may be dreaming about upcoming travels to a beach, lake or mountainside home.
United States
28 Jun 2012
T&E Litigation Update: Berkowitz v. Berkowitz
In "Berkowitz v. Berkowitz", Civil Action No. 11-10483-DJC, 2012 U.S. Dist. LEXIS 31487 (D. Mass. March 9, 2012), the U.S. District Court denied a motion to dismiss a complaint alleging breach of an oral trust.
United States
18 Apr 2012
T&E Litigation Update: Harootian v. Douvadjian
In Harootian v. Douvadjian, Case No. 10-P-1798 (Oct. 4, 2011), the Appeals Court addressed the question of whether certain distributions of principal from a trustee to herself, as the lifetime beneficiary of the trust, were in breach of her fiduciary duties to the remainder beneficiaries.
United States
13 Oct 2011
T&E Litigation Update: Paine v. Sullivan And Austin v. Austin
In Paine v. Sullivan, Case No. 10-P-289, 2011 Mass. App. LEXIS 1042 (July 22, 2011), the probate court had ruled that the testator possessed testamentary capacity when he executed his last will and testament and that his will was not the product of undue influence.
United States
5 Aug 2011
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