Liane Keister has recently joined the firm as an attorney in the Trusts & Estates Group. Her practice focuses on sophisticated estate planning, business succession planning, trust and estate administration, charitable planning, long-term care planning, and wealth management. Why did you become a lawyer? I enjoy helping people to navigate challenging situations and to plan…
POSTED IN: News, Trusts & Estates
Check out the latest episode of Transaction Talk featuring Neil Cohen, an estate planning attorney at RS Law LLP, who specializes in business succession, probate administration, and both simple and complex estates. Neil begins the conversation by defining estate planning and explaining why it’s essential for all businesses. Then, he explores the differences between a…
POSTED IN: Corporate & Business, Mergers & Acquisitions, News, Trusts & Estates
Issue: Whether life insurance proceeds received by a corporation to fund redemption obligation should be considered in valuing a company. Held: Company’s contractual redemption obligation does not necessarily reduce the value of the company for federal estate tax purposes. Background: Brothers Michael and Thomas were the sole shareholders in Crown C Supply (the “Company”),…
POSTED IN: News, Trusts & Estates
RIW attorneys Adam Gutbezahl and Sarah Melia recently co-presented a program on “ChatGPT & Generative AI in Estate Planning” for the National Business Institute. The program discussed how generative AI applies to estate planning, from AI assisted drafting and application to client communications. Sarah discussed how reliable (or unreliable) generative AI platforms like ChatGPT can…
POSTED IN: Employment Law, Events, Trusts & Estates
On October 4, 2023, Governor Maura Healey ratified Bill H. 4104, doubling the Massachusetts estate tax exemption amount from $1 million to $2 million. Unlike the prior Massachusetts estate tax law, which imposed estate tax on the entire estate (not just the excess over $1 million), the new law taxes only the amount exceeding $2…
POSTED IN: Articles & Quotes, Trusts & Estates
RIW is pleased to announce that Rachel Wassel has joined the firm as a shareholder in the Trusts & Estates Practice Group. Rachel’s practice focuses on all aspects of estate planning as well as the administration of trusts and estates. She emphasizes a collaborative approach to estate planning and works closely with clients’ financial, legal and tax advisors. In…
POSTED IN: Corporate & Business, News, Trusts & Estates
RIW is pleased to announce that Sarah J. Melia has joined the firm as an associate in the Trusts & Estates Practice Group. Sarah’s practice focuses on all aspects of wealth transfer planning and minimizing estate and gift taxes. Sarah prepares fundamental documents to implement her clients’ wishes for the disposition of their assets and…
POSTED IN: News, Trusts & Estates
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.
POSTED IN: Events, Trusts & Estates
May 2014 Volume III Issue II The Tax Advantages of Prepaying Tuition Expenses Many families’ children are in private schools, and the expense of a private education is soaring annually. If parents are paying this expense themselves, the usual debate is which item must give in the family budget, in order to make room for…
POSTED IN: Trusts & Estates
February 2014 Volume III, Issue I The Benefits of Charitable Remainder Trusts As many may know by now, income taxes increased in several ways as of 2013. Not only have the tax rates for personal income increased, but so has the capital gains tax rate for those in the highest tax bracket. Additionally, certain deductions…
POSTED IN: Trusts & Estates
