PROPOSED TAX LEGISLATION NO LONGER IMPACTS EXEMPTIONS AND GRANTOR TRUSTS

In September 2021, the Ways and Means Committee of the House of Representatives proposed new tax legislation (the “September Bill”) that would have greatly affected estate planning.  On October 28, … [Read more...]

WELCOME LAUREN R. CIMBOL

Brody Wilkinson PC is pleased to announce that Lauren R. Cimbol has joined the firm as an associate in the Trusts & Estates Group.  Ms. Cimbol practices in the areas of estate planning, trust and … [Read more...]

NINE BW LAWYERS ARE LISTED IN THE BEST LAWYERS IN AMERICA© 2022; DAVID R. HERMENZE IS NAMED LAWYER OF THE YEAR

Brody Wilkinson PC is proud to announce that nine of the firm’s lawyers were selected by their peers for inclusion in the 28th Edition of The Best Lawyers in America© 2022.  In addition, David R. … [Read more...]

CHAMBERS HIGH NET WORTH GUIDE RECOGNIZES BRODY WILKINSON WITH SEVERAL 2021 RANKINGS

Brody Wilkinson PC is pleased to announce that the firm’s Trusts & Estates practice and principals Douglas R. Brown, David R. Hermenze and Peter T. Mott were recognized in the Chambers High Net … [Read more...]

NEW CORPORATE TRANSPARENCY ACT SET TO STOP MISUSE OF ANONYMOUS SHELL COMPANIES

On January 1, 2021 Congress passed the Corporate Transparency Act (“CTA”) which will require most U.S. small corporations and limited liability companies to disclose to the federal government … [Read more...]

NY POWER OF ATTORNEY FORM RECEIVES A MUCH NEEDED MAKEOVER

A power of attorney form is one of the most commonly used legal documents. It allows an individual (known as the “Principal”) to appoint an agent to act on his or her behalf with regard to financial … [Read more...]

CAN EMPLOYERS REQUIRE EMPLOYEES TO GET COVID-19 VACCINES FOR WORKPLACE SAFETY?

As COVID-19 vaccinations become increasingly available to residents of Connecticut, Governor Ned Lamont recently announced that he will be ordering the relaxation of a number of COVID-19 protocols.  … [Read more...]

HOW WILL THE ELECTION RESULTS AFFECT YOUR ESTATE PLANNING?

Now that President Joe Biden has taken office and the Democrats have narrowly taken control of both Houses of Congress, it is likely that there will be changes to our tax laws.  We will focus on gift … [Read more...]

BRODY WILKINSON PC ANNOUNCES MERGER WITH HERMENZE & MARCANTONIO LLC

Brody Wilkinson PC is excited to announce its merger with the law firm of Hermenze & Marcantonio LLC presently based in Westport, Connecticut.  The combination went into effect on January 1, … [Read more...]

CONNECTICUT UTC IMPOSES NEW NOTICE REQUIREMENTS ON TRUSTEES

The Uniform Trust Code, which went into effect January 1, 2020, creates new obligations for the trustee of an intervivos trust.  The trustee now has a duty to provide an annual financial report to … [Read more...]

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