Category: Trusts & Estates

RIW Trusts & Estates Attorney Bill Friedler Will Present on a Wesleyan University Alumni Panel

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RIW Trusts & Estates attorney Bill Friedler will present as part of a panel discussion focused on retirement, estate, and philanthropic planning. Bill Friedler’s topic will address philanthropic estate planning in light of the recent changes to the Federal estate tax law. The event presented exclusively for Wesleyan alumni, will take place on Thursday, September…

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POSTED IN: Events, Trusts & Estates

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

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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. …

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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,…

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POSTED IN: Articles & Quotes, Trusts & Estates

Trusts & Estates Alert: Funding Your Estate Plan

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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

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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 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.

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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….

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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. Thumbnail

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

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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