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Let's All Wait Until After 2023 to Die in Connecticut

USA - February 21 2018 Until the passage of the 2017 Tax Cuts and Jobs Act, the federal applicable exclusion amount for the estate of a person dying in 2018 was scheduled to...


Ajemian v. Yahoo: One Small Step For The Family, One Giant Step For Fiduciaries

USA - October 16 2017 Yahoo! On October 16, 2017, the Massachusetts Supreme Judicial Court issued its long-awaited decision in Ajemian v. Yahoo!, Inc. ("Yahoo"),...


Every Day is Bitcoin Pizza Day: What Clients and Estate Planners Need to Know about Virtual Currency

USA - September 6 2017 The combined value of all of the 867 crypto currencies tracked by CoinMarketCap.com is presently over $161 billion. Only seven years ago, on what is...


Password (Sharing) Risks Persist for Fiduciaries and Family Members

USA - August 24 2016 In May, I posted about “Estate Planning in the Digital Age” and mentioned the practical limitations of shared passwords as a means of digital estate...


Connecticut’s New Power of Attorney Law

USA - June 16 2016 Effective October 1, 2016 Connecticut will have finally updated its 1965 law governing Powers of Attorney (POA's). The new law, called the...