News & Resources

Peter T. Mott and Alyssa V. Sherriff spoke at the 47th Annual UCLA/CEB Estate Planning Institute in a remote live session on “How to Do a Proper Conflicts Check.” Their presentation guided estate planning practitioners in...

For those who have closely followed the many twists and turns surrounding the Corporate Transparency Act over the past year, it may come as no surprise that there is yet another change to its reporting requirements —...

For those who split their time between Connecticut and another state, a recent Connecticut court case offers a cautionary tale. Changing a driver’s license and limiting one’s time in Connecticut to less than 6 months per...

In June 2024, the U.S. Supreme Court delivered a unanimous decision in Connelly v. United States, a case that carries significant ramifications for business owners, particularly those with closely held corporations employing...

Clients may be considering (or reconsidering) their estate plans given the changes in the estate tax exemption over the years. For example, is a trust for the surviving spouse necessary and, if so, what type of trust? This...