Today marks a special milestone, our 50th episode! Since launching in 2023, we’ve had the privilege of engaging with thought leaders, innovators, and trusted advisors to explore the most pressing…
In the final episode of the Speaker Showcase, Partners Steve Malech and Matt Smith discuss the complexities of estate planning, particularly in the context of divorce and family disputes. They…
In the second episode of Future Focused: Sophisticated Estate Planning Speaker Showcase, Private Client Services Partner Vanessa Maczko and Corporate Partner Jack Sousa discuss estate planning strategies, with a focus…
What Is an Intrafamily Loan?
Intrafamily loans, or loans between family members, can be an effective estate planning tool to transfer potential growth on loaned funds between generations without reducing…
In the premiere episode of our Speaker Showcase, Partners Michael Clear and Erin Nicholls explore the evolving landscape of estate planning, with a special focus on strategies for middle and…
The death of a serving executor or administrator (a “fiduciary”) during the administration of a loved one’s estate can add to the stress of an already overwhelming process. Fortunately, Connecticut…
The Montana Supreme Court in The Matter of the Estate of Jessie L. Beck, 418 Mont. 416 (2024) considered whether under Montana law, a cell phone video met the…
Ruth Fortune, Associate in the Private Client Services Department, has been recognized by the Hartford County Bar Association with the Judge Maxwell Heiman Memorial Award.
The Judge Maxwell Heiman…
Michael Clear, Chair of the Private Client Service Department at Wiggin and Dana, has been elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC)…
When it comes to estate and gift taxation, non-U.S. citizens face unique challenges based on their residence and domicile status. Understanding these concepts is crucial for effective estate planning and…
