by grcadmin | Jul 10, 2015 | Articles, Publications
By Alison E. Lothes, co-written by David A. Handler Originally written for WealthManagement.com • Recent taxpayer victories regarding the state law taxing of trust income —Two recent cases have come out in favor of the taxpayer regarding the constitutionality and...
by Scott Farquharson | Mar 25, 2015 | Articles, Publications
[vc_row][vc_column width=”1/1″][vc_column_text]By Alison E. Lothes, co-written by David A. Handler Originally written for WealthManagement.com[/vc_column_text][vc_empty_space height=”32px”][vc_column_text]Tax Court denies estate’s income tax...
by grcadmin | Feb 15, 2015 | Articles, Publications
By Alison E. Lothes Originally written for WealthManagement.com No Loss of Generation-Skipping Transfer Tax Exemption In Private Letter Ruling 201528014 (released July 10, 2015), a decedent’s will established two trusts, dividing the residue of his estate equally for...
by Scott Farquharson | Mar 1, 2012 | Publications
[vc_row][vc_column width=”1/1″][vc_column_text]By Joseph D. Kropp, Esq. 1[/vc_column_text][vc_empty_space height=”32px”][vc_column_text]Professional fiduciaries need to be aware of their exposure to claims under M.G.L. c. 93A for multiple...
by Scott Farquharson | Jan 1, 2012 | Publications
[vc_row][vc_column width=”1/1″][vc_column_text]By Katherine R. Dorval[/vc_column_text][vc_empty_space height=”32px”][vc_column_text]Many people may have heard of nominee trusts, but some may not know how they differ from typical trusts. The...
by Scott Farquharson | Mar 16, 2011 | Publications
[vc_row][vc_column width=”1/1″][vc_column_text]On March 16, 2011, the new Homestead Act (M.G.L. c. 188) became effective, and it brought some welcome changes to the prior homestead law. A summary of the highlights of the new law are as follows:...
