11 Dec, 2024 Corporate Transparency Act— Nationwide Injunction Update and Key Considerations By Mark Christopher Vaishali Goyal Gary Ronan On December 3, 2024, the U.S. District Court for the Eastern District of Texas issued a nationwide injunction halting enforcement of the...
24 Oct, 2024 Further Updates to the Massachusetts Estate Tax By James Casiello Matthew Hillery John Ramsey Andrew Rothstein Kerry Spindler +2 more... Show less On October 4, 2023, the Massachusetts estate tax was updated for the first time in seventeen years (the “2023 Act”). Primarily, the 2023...
09 Jul, 2024 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...
15 May, 2024 Surrogate’s Court Orders DNA Testing to Verify Claim to Be Decedent’s Biological Child By Charles Jacob III Jennifer Mikels Molly Quinn Gary Ronan +1 more... Show less Can a person claiming to be the decedent’s biological child out of wedlock obtain a court order directing DNA testing of the decedent’s...
15 May, 2024 SJC Finds Words of Survivorship Sufficient to Avoid Anti-Lapse Statute By Charles Jacob III Jennifer Mikels Molly Quinn Gary Ronan +1 more... Show less Does the phrase “if they survive me” demonstrate a testator’s intent to avoid the Massachusetts Uniform Probate Code (“MUPC”) anti-lapse...
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,...
04 Oct, 2023 Massachusetts Doubles Estate Tax Threshold as Part of $1 Billion Tax Reform Act By Matthew Hillery John Ramsey On October 4, 2023, Massachusetts enacted a new law called “An Act to improve the Commonwealth’s competitiveness, affordability, and...
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...
25 Jan, 2023 Trust Administration and Estate Planning in the Age of Climate Change By Goulston & Storrs Boston Business Journal A recent foreboding report by the UN’s Intergovernmental Panel on Climate Change offers warnings to policy makers...
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...
15 Dec, 2021 Five Tips: Protecting Clients with Diminishing Mental Capacity By Charles Jacob III An estimated 6.2 million Americans aged 65 and older are living with Alzheimer’s dementia in 2021, a number that is projected to rise to...
01 Sep, 2021 Big Potential Tax Changes on the Horizon for Clients By Matthew Hillery Martha Nahill Frahm Abe Leitner The U.S. House Ways and Means Committee released proposed budget reconciliation legislation on September 13, 2021. The bill still must...
02 Aug, 2021 Five Keys to Creating a Successful Family Entity By Kitt Sawitsky Starting a family entity can bring family members closer as they build a new level of meaningful interactions together. Along the way,...
02 Jul, 2021 Martha Frahm Quoted in CFAR Publication "The Family Compound—“Glue” or “Dynamite”?" By Martha Nahill Frahm Goulston & Storrs Director, Martha Frahm, was quoted in a CFAR: Family Enterprises and Owner-Led Businesses publication, “The Family...