As a result of the global COVID-19 virus, the federal government and the State of Connecticut have recently adopted legislation which may affect your retirement plans, income tax planning, and gift tax filing requirements for...
Annual Client Newsletter 2020...
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 beneficiaries, unless...
Since its inception thirty years ago, the Americans with Disabilities Act (ADA) has served to protect individuals with disabilities. The original scope of Title III of the ADA prohibited discrimination on the basis of...
Under the new “Connecticut Qualified Dispositions in Trust Act” that went into effect on January 1, 2020, an individual may now set up a trust (referred to as an Asset Protection Trust or APT) for his or her own benefit...
