Get to Know RIW Paralegal Eduina Selmanhaskaj

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Eduina Selmanhaskaj recently joined the firm as a paralegal supporting the firm’s Trusts & Estates Department. Why did you become a paralegal? I become paralegal because I’m naturally detail oriented and enjoy work that requires precision. Tell us about your career path. I have completed Law School in Albania in 2010 and got admitted to the…

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POSTED IN: News, Trusts & Estates

Essential Planning for Business Owners: Preserving Value and Minimizing Taxes

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Too many business owners lose a significant portion of their wealth (often 50% or more) by waiting too long to address estate, gift, and income tax planning. With thoughtful advance planning, business owners can substantially reduce tax exposure and ensure more of their hard-earned value goes to family and charitable causes rather than to taxes….

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POSTED IN: Corporate & Business, News, Trusts & Estates

Get To Know Trusts & Estates Attorney Liane Keister

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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…

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POSTED IN: News, Trusts & Estates

New Episode of Transaction Talk | Exit Wise: Legacy & Estate Planning

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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…

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POSTED IN: Corporate & Business, Mergers & Acquisitions, News, Transaction Talk, Trusts & Estates

Advising Clients in Light of Connelly v. US

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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”),…

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POSTED IN: News, Trusts & Estates

Adam Gutbezahl and Sarah Melia Present National Business Institute Program on ChatGPT & Generative AI in Estate Planning

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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…

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POSTED IN: Employment Law, Events, Trusts & Estates

A New Era for Estate Tax in Massachusetts: Understanding the $2 Million Exemption Increase

A New Era for Estate Tax in Massachusetts: Understanding the $2 Million Exemption Increase Thumbnail

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…

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POSTED IN: Articles & Quotes, Trusts & Estates

Rachel M. Wassel Joins Ruberto, Israel & Weiner’s Trusts & Estates Group

Rachel M. Wassel Joins Ruberto, Israel & Weiner’s Trusts & Estates Group Thumbnail

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…

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POSTED IN: Corporate & Business, News, Trusts & Estates

Sarah J. Melia Joins Ruberto, Israel & Weiner’s Trusts & Estates Group

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…

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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