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Results: 1-10 of 68

New Year's resolution -- make sure your estate plan reflects your wishes

  • Day Pitney LLP
  • -
  • USA
  • -
  • January 17 2013

With the start of a new year and the enactment of a new federal law that will affect estate planning in a variety of ways, now is the time to review

Estate planning update

  • Day Pitney LLP
  • -
  • USA
  • -
  • January 8 2013

As has been widely reported, on January 2, President Barack Obama signed the American Taxpayer Relief Act of 2012. The act avoids the significant tax

Gimme (tax) shelter

  • Day Pitney LLP
  • -
  • USA
  • -
  • January 4 2013

In a split opinion, the U.S. Court of Appeals for the Second Circuit in United States v. Coplan overturned the convictions of two defendants in the Ernst

Estate planning update

  • Day Pitney LLP
  • -
  • USA
  • -
  • December 12 2012

Following the reelection of President Obama last month, Congress has turned its attention to the "fiscal cliff."

Strategies to take advantage of 2012 estate planning opportunities

  • Day Pitney LLP
  • -
  • USA
  • -
  • July 18 2012

The window of opportunity to make large gifts in a tax-efficient manner is scheduled to close at the end of this year

Vacation homes: top estate planning considerations

  • Day Pitney LLP
  • -
  • USA
  • -
  • June 27 2012

With the arrival of warm weather, you may be dreaming about upcoming travels to a beach, lake or mountainside home

Mceachern v. Budnick, Bank of America v. Center for Human Development, Lombardi v. Director of the Office of Medicaid

  • Day Pitney LLP
  • -
  • USA
  • -
  • April 23 2012

First, in McEachern v. Budnick, 81 Mass. App. Ct. 511 (April 2, 2012), the Appeals Court addressed the question of what constitutes valid "delivery" of a trust amendment to make it effective

Calling all U.S. taxpayers with foreign financial assets: what you need to know about reporting to avoid penalties

  • Day Pitney LLP
  • -
  • USA
  • -
  • March 20 2012

With tax day (April 17 this year) looming in the not-too-distant future, many taxpayers are flummoxed by the foreign financial asset reporting requirements

Updated SEC guidance on the family office exclusion

  • Day Pitney LLP
  • -
  • USA
  • -
  • March 2 2012

Family offices are entities established by wealthy families to manage their wealth, plan for their families' financial future, engage in investment opportunities and provide other services to family members

IRS announces reopening of offshore disclosure program

  • Day Pitney LLP
  • -
  • USA
  • -
  • January 10 2012

Yesterday, January 9, the Internal Revenue Service announced it is reopening its Offshore Voluntary Disclosure Program (OVDP), designed to allow U.S. taxpayers with unreported offshore income and assets to come into compliance with their tax obligations

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