USA - January 5 2021
Last year, the D.C. Council passed the "Estate Tax Adjustment Amendment Act of 2020," which broadens the reach of the D.C. estate tax to make up for...
Sarah J. Racicot, Anne J. O'Brien, Megan E. Wernke.
USA - April 30 2020
A confluence of events makes May 2020 a very attractive month for funding grantor retained annuity trusts, better known as “GRATs.” As an adjunct to...
Sarah J. Racicot, Anne J. O'Brien, Megan E. Wernke.
USA - April 30 2020
The current financial and political environment creates unique estate planning opportunities. Depressed stock prices and low interest rates, together...
Sarah J. Racicot, Anne J. O'Brien, Megan E. Wernke.
USA - January 6 2020
Recent changes in the tax law make 2020 an ideal time to review the beneficiary designations on your retirement accounts. In particular, if you have...
Alison F. Egan, Sarah J. Racicot, Anne J. O'Brien, Megan E. Wernke.
USA - June 26 2019
A landmark Supreme Court decision decided last week calls into question the constitutionality of local (District of Columbia, Maryland, and Virginia)...
Megan E. Wernke.