Category: Trusts & Estates

Include Digital Assets in Your Comprehensive Estate Plan

Creating or updating an estate plan is a collaborative process by which you and your professional advisors can achieve your goals for passing property to loved ones while minimizing estate tax liability and avoiding probate.  This collaboration requires a comprehensive inventory of your property so that your advisors can make appropriate recommendations for an estate…

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POSTED IN: Trusts & Estates

Trusts & Estates Alert: Funding Your Estate Plan

Joint Accounts and the Danger they Present to Optimal Estate Planning The Problem: So you are feeling pretty good about having just signed your estate plan. Or maybe you had the forethought to have your estate planning documents drafted and signed for many years. Perhaps you have created two revocable living trusts, or a family trust, but…

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POSTED IN: News, Trusts & Estates

Client Alert: Business Succession Planning for the Closely-Held Business Owner

A well-crafted business succession plan requires careful consideration, which can seem daunting to the devoted business owner who has limited available time. However, when considering the long-term benefits of a thoughtful business succession plan, and the potential risks of not having one in place, it quickly becomes apparent that consulting with qualified advisors skilled in…

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POSTED IN: Articles & Quotes, At Your Service, Hospitality & Retail Services, Trusts & Estates

Catherine Barton Rossetti joins RIW in the Trusts & Estates group

RIW is pleased to announce that Catherine Barton Rossetti has joined the firm in the Trusts & Estates group. She works with clients of all asset levels in sophisticated estate planning, probate and trust administration, and advises clients on special needs planning for adults and children.  Catherine counsels clients on minimizing estate tax liability to preserve and protect assets and avoid probate court.

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POSTED IN: News, Trusts & Estates

RIW Attorneys will be Participating on panels at the Entrepreneurship Institute’s Presidents’ Forum Boston

The following RIW Attorneys will be participating on panels at The Entrepreneurship Institute’s Presidents’ forum on November 15th: Deborah Pechet Quinan, Are you Taking Advantage of Wealth Planning Strategies Available to Business Owners? Dave Robinson, Building and Protecting Enterprise Value Bethany Grazio, 5 Factors that Contribute to Sustainable Growth More information or Register.

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POSTED IN: Events, Trusts & Estates

RIW has made the 2016 list of Massachusetts Super Lawyers

RIW has made the 2016 list of Massachusetts Super Lawyers. Included in this recognition are attorneys Brad Croft for Construction Law, Jim Fox for Bankruptcy, Bill Friedler for Estate & Probate, Gene Landy for Technology, and Chris Litterio for Business Litigation.

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POSTED IN: Intellectual Property, News, Trusts & Estates

Client Alert: IRS Proposed Regulations Would Significantly Impact Valuation Discounts

Proposed Regulations and Valuation Discounts On August 2, 2016, the Internal Revenue Service (“IRS”) issued proposed regulations which, if enacted in their present form, will significantly limit the use of valuation discounts for interests in Family Limited Liability Companies (“FLLCs”) and other family business entities for purposes of estate, gift and generation-skipping transfer tax purposes….

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POSTED IN: Articles & Quotes, Trusts & Estates

Avoiding Problems in the Disposition of Tangible Personal Property: Planning Makes a Difference

Distributing Tangible Personal Property At Death In planning for the distribution of assets at death, most people give considerable thought to tailoring their estate plans to dispose of their financial assets.  However, many, professionals included, often overlook the conflict, expense, and administrative difficulties that can result from a failure to formulate a thoughtful plan for…

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POSTED IN: Articles & Quotes, Trusts & Estates

Radio Entrepreneur interview: RIW Trusts & Estates attorney Bill Friedler discusses his notable career, the entrepreneurial mindset, and the importance of Estate Planning.

Radio Entrepreneur interview: RIW Trusts & Estates attorney Bill Friedler discusses his notable career, the entrepreneurial mindset, and the importance of Estate Planning. Listen to the full interview here. Watch part of the interview here.

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POSTED IN: Articles & Quotes, News, Trusts & Estates

The Saga & Lessons of Prince’s Will Mystery

Life has a way of sending us subtle messages. One may think that Prince’s celebrity life, and leaving behind a vast fortune and vault of unreleased recordings yet to be monetized, has no relevance to our own lives.  But there is a valuable message here for all of us. The unfolding saga of who will…

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POSTED IN: Articles & Quotes, Trusts & Estates