RIW is pleased to announce that Thomas P. O’Neill, III has joined the firm as an associate in the Trusts & Estates Practice Group and Corporate & Business Department. Thomas P. O’Neill, III concentrates his practice on estate planning and the administration of trusts and estates. Tom represents trustees, fiduciaries, and beneficiaries in all phases of trust and estate settlement,…
POSTED IN: Corporate & Business, News, 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
October 2013 Powers of Attorney and Health Care Documents: An Integral Part of Every Estate Plan A power of attorney, a health care proxy, and a medical privacy release (“HIPAA Authorization”), are powerful tools and an essential part of your estate plan. If these documents are not in place when they are needed, your family…
POSTED IN: Trusts & Estates
July 2013 Historic Change in Planning for Same Sex Couples On June 26, 2013, the Supreme Court issued a landmark decision in United States v. Windsor, striking down Section 3 of the Defense of Marriage Act (“DOMA”), which defined marriage as that between one man and one woman for all federal purposes. The Court stated that…
POSTED IN: Trusts & Estates
May 2013 Why Do You Need an Estate Plan? Often people delay putting an estate plan in place, or they may have preliminary draft documents but they fail to complete the process. Although they have spent time and effort accumulating assets, they wonder why they need to invest the time, effort and expense in a plan…
POSTED IN: Trusts & Estates
January 2013 Volume II, Issue I What Does The New Tax Act Mean For You And Your Estate Plan? As has become customary over the last several years, Congress acted at the very last minute to avert the “Fiscal Cliff” by passing the American Taxpayer Relief Act of 2012 (“ATRA”). ATRA was signed into law on…
POSTED IN: Trusts & Estates
