04 Mar, 2024 Following Formalities of Will Execution And Availability of Attorney Testimony Defeats Undue Influence Claims By Charles Jacob III Jennifer Mikels Molly Quinn Gary Ronan +1 more... Show less While undue influence claims are commonly asserted in probate proceedings, especially with the increased prevalence of dementia and...
07 Feb, 2024 The Impact of the Corporate Transparency Act on Estate Planning By Mark Christopher Vaishali Goyal For over a decade, the world’s developed nations, through the Financial Action Task Force (FATF), have worked to set international...
11 Jan, 2024 Supreme Court Tax Case Reveals Two Issues in Estate Protection By Michelle Porter Emily Berlin An estate tax case before the US Supreme Court underscores the importance of stock-purchase agreements and life insurance arrangements,...
11 Dec, 2023 New York Courts Consider “In Terrorem” Clauses with Mixed Results By Charles Jacob III Jennifer Mikels Molly Quinn Gary Ronan +1 more... Show less Two recent decisions illustrate the continued mixed reception that “in terrorem” clauses in wills or trusts, also known as “no-contest”...
01 Nov, 2023 Probate & Fiduciary Litigation Newsletter - November 2023 By Charles Jacob III Jennifer Mikels Molly Quinn Gary Ronan Nora McMurphy +2 more... Show less This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New...
21 Aug, 2023 A Guide to the Corporate Transparency Act for Individuals with Closely-Held Businesses and State-Monitored Entities Created for their Estate Planning By Mark Christopher Vaishali Goyal This article was also published on the Boston Business Journal and New York Business Journal. In an effort to curb money laundering, tax...
24 Jul, 2023 Do You Have a College Student? Maintaining Decision-Making Rights During Unexpected Situations By John Ramsey Kerry Spindler Parents with young children often hear that “the days are long, but the years are short.” However, this phrase may not truly resonate...
03 May, 2023 Probate & Fiduciary Litigation Newsletter - May 2023 By Charles Jacob III Molly Quinn This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New...
31 Jan, 2023 Probate & Fiduciary Litigation Newsletter - February 2023 By Charles Jacob III Molly Quinn This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New...
21 Nov, 2022 Taxachusetts Redux? The New Massachusetts Millionaires Tax By Matthew Hillery On November 8, 2022, Massachusetts voters elected to adopt Question 1, the so-called Fair Share Amendment or Massachusetts Millionaires...
11 Oct, 2022 Probate & Fiduciary Litigation Newsletter - October 2022 By Sarah Eberspacher Charles Jacob III Molly Quinn This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New...
22 Jun, 2022 Probate & Fiduciary Litigation Newsletter - June 2022 By Sarah Eberspacher Charles Jacob III Molly Quinn This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New...
20 Apr, 2022 Probate & Fiduciary Litigation Newsletter - April 2022 By Sarah Eberspacher Charles Jacob III Molly Quinn This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New...
02 Feb, 2022 Probate & Fiduciary Litigation Newsletter - February 2022 By Sarah Eberspacher Charles Jacob III Molly Quinn This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New...
22 Nov, 2021 Probate & Fiduciary Litigation Newsletter - December 2021 By Sarah Eberspacher Charles Jacob III This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New...
13 Sep, 2021 Probate & Fiduciary Litigation Newsletter - September & October 2021 By Sarah Eberspacher Charles Jacob III This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New...