Brody Wilkinson PC is pleased to announce that Douglas R. Brown, Seth L. Cooper, Stephen J. Curley, James D. Funnell, Jr., David R. Hermenze, Heather J. Lange, Edward Marcantonio, Peter T. Mott, … [Read more...]
FIFTEEN BW LAWYERS ARE LISTED IN THE BEST LAWYERS IN AMERICA© 2024
August 17, 2023
Brody Wilkinson PC is proud to announce that fifteen of the firm’s lawyers were selected by their peers for inclusion in the 30th edition of The Best Lawyers in America© 2024. In addition, David R. … [Read more...]
CHAMBERS HIGH NET WORTH GUIDE 2023 RECOGNIZES BW WITH SEVERAL RANKINGS
July 31, 2023
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...]
BW EMPLOYEES VOLUNTEER THROUGH UNITED WAY AT GVI
June 15, 2023
This past Saturday employees of Brody Wilkinson volunteered through the United Way at Green Village Initiative. The mission of GVI is to grow food, knowledge, leadership and community, through urban … [Read more...]
WHAT CAN I DO WITH MY DECEASED SPOUSE’S CREDIT SHELTER TRUST WHICH IS NO LONGER NEEDED?
May 22, 2023
Many married couples have estate plans which take advantage of the federal and state estate tax exemption of the first spouse to die by holding that exemption amount in what is commonly known as a … [Read more...]
THE CORPORATE TRANSPARENCY ACT: GUIDANCE FOR A NEW ERA
May 22, 2023
Congress enacted the Corporate Transparency Act (CTA) on January 1, 2021, as part of the National Defense Authorization Act. On December 8, 2021, the U.S. Department of the Treasury’s Financial … [Read more...]
TRANSFER ON DEATH DESIGNATIONS: NEW USE FOR AN OLD TOOL
May 22, 2023
Most people are aware that investment accounts and bank accounts can be registered with a beneficiary designation. These designations are referred to as TOD/POD (transfer/payable on death). They … [Read more...]
WHY C CORPORATIONS ARE GAINING NEW APPEAL
May 22, 2023
It is customary for business founders to select a limited liability company or an S corporation as the entity for their start-ups. The allure is straightforward -- neither entity is taxable, and … [Read more...]
IMPORTANCE OF PROPER RETIREMENT PLANNING WHEN NAMING SPECIAL NEEDS INDIVIDUALS AS BENEFICIARIES
May 22, 2023
The world of estate planning is ever changing, and what may have been the proper way to set up a trust for a special needs individual may be different now than it was a few years ago. It is important … [Read more...]