In this episode, host Michael Clear is joined by Matt Brown, a Litigation Partner at Wiggin and Dana, to explore the human side of probate litigation. Their conversation sheds light on the emotional challenges that often accompany major life events, such as the loss of a loved one. They emphasize the value of thorough
In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Corporate Partner Daniela Spanos to dive into planning strategies tailored for founder-owned businesses navigating an exit or a transition to a new form of ownership. They examine the key drivers behind seller decisions, such as liquidity needs and retirement goals, and explore
Probate litigation is an area of law that can be fraught with unexpected twists and critical deadlines. The recent decision in Chartier v. Valliere, 234 Conn. App. 1 (2025), offers a compelling look into the complexities of will contests, the significance of precise court language, and the perilous consequences of delayed action. This case
On this episode, host Michael Clear is joined by Wiggin and Dana Litigation Partner Joseph Merschman. Joe and Michael explore the concept of “business divorce,” referring to conflicts among co-owners of closely held companies. These disputes often arise from family tensions, unequal contributions, or shifts in the business’s direction. The episode highlights the importance
In this episode of Future Focused: Sophisticated Estate Planning, Host Michael Clear is joined by Litigation Partner Michael Kenny, where they discuss the complexities of probate disputes, focusing on will contests, particularly related to undue influence and testamentary capacity. As people live longer and healthier lives, Michael Kenny notes that there is growing awareness
In this episode, Host Michael Clear is joined by a special guest, Senior Practice Manager Dan Maloney, who shares how his unique role helps shape client experience, team culture and business development at Wiggin and Dana. From onboarding and retention efforts to leveraging technology, like automation bots and project management software, and exploring creative marketing
Serving as an agent under a Power of Attorney entails certain fiduciary obligations, including the duty to act in good faith in all dealings on behalf of the principal. A key component of this duty is maintaining accurate and detailed records of all actions taken as agent and, upon request, being able to provide evidence
In this episode of Future Focused: Sophisticated Estate Planning, hosts Michael Clear and Erin Nicholls are joined by Corporate Partners Scott McClure and Len Gray to discuss how the One Big Beautiful Bill Act (OBBBA) is expanding opportunities with qualified small business stock (QSBS). OBBBA brought about key updates to QSBS, including an increased