Category: 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…

Read More

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

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

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

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…

Read More

POSTED IN: News, Trusts & Estates

Client Alert: Congressional Bills Suggest Significant Changes to Wealth Transfer Tax Regime: What You Need to Know

Client Alert: Congressional Bills Suggest Significant Changes to Wealth Transfer Tax Regime: What You Need to Know Thumbnail

The March 25th introduction of the “For the 99.5% Act” (the “Act”) by Senators Sanders and Whitehouse has caused great angst for estate planning practitioners and their clients, alike. Although a reduction in the large unified federal estate, gift and generation-skipping transfer tax exemptions has long been anticipated, the sweeping proposed Tax Code revisions suggest an…

Read More

POSTED IN: News, Trusts & Estates

Trusts & Estates Alert: Estate Planning Developments in the Midst of the COVID-19 Crisis

Trusts & Estates Alert: Estate Planning Developments in the Midst of the COVID-19 Crisis Thumbnail

The novel Coronavirus has impacted nearly every aspect of our daily lives. The current crisis presents unprecedented obstacles that can only be remedied over time. This alert will address recent developments related to the crisis in the estate planning context.  Massachusetts Temporary Virtual Notarization Act Signed Into Law On a practical level, mandatory shutdowns of…

Read More

POSTED IN: Articles & Quotes, COVID-19, News, Trusts & Estates

Trusts & Estates Alert: How the SECURE Act Impacts Your Estate Plan

Trusts & Estates Alert: How the SECURE Act Impacts Your Estate Plan Thumbnail

The Setting Every Community Up For Retirement Enhancement (“SECURE”) Act was signed into law on December 20, 2019, with an effective date of January 1, 2020. The Act makes sea changes to the planning landscape for qualified retirement plans, requiring that IRA, 401(k), and other qualified retirement plan beneficiaries of individuals who die on or…

Read More

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

Estate and Business Succession Planning After the Tax Cuts and Jobs Act of 2017

Estate and Business Succession Planning  After the Tax Cuts and Jobs Act of 2017 Thumbnail

Estate and Business Succession Planning  After the Tax Cuts and Jobs Act of 2017 Minimizing Taxes and Maximizing Legacies This webinar will take place on Wednesday, May 23, 2018 at 12pm. The webinar will address the Tax Cuts and Jobs Act, and the estate planning opportunities it offers high net worth individuals, and closely-held business owners. …

Read More

POSTED IN: Events, Trusts & Estates

Trusts & Estates Alert: Estate Planning After the Enactment of the Tax Cuts and Jobs Act

On December 22, 2017, President Trump signed the “Tax Cuts and Jobs Act” into law. The new legislation represents a compromise between House and Senate Republicans on their respective tax overhaul proposals, and is the most significant tax reform legislation to be enacted in over thirty years. Although the inherent complexities of the new legislation,…

Read More

POSTED IN: Articles & Quotes, Trusts & Estates

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

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

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…

Read More

POSTED IN: Articles & Quotes, At Your Service, Hospitality Practice Group, 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.

Read More

POSTED IN: Events, 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….

Read More

POSTED IN: Articles & Quotes, Trusts & Estates