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...
Effective January 1, 2025, Connecticut codified the concept of decanting. Decanting is the act of “pouring” one old irrevocable trust into a new trust with more favorable terms. Although this was possible to do before, by...
On January 1, 2025, BW principal Brian T. Silvestro announced his retirement, transitioning his status to of counsel. While Brian will no longer be taking on new matters, he will continue to support the firm in this new...
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Brody Wilkinson recently sent out a February 2025 Client Update and a subsequent email update on February 24, 2025 informing its clients about the latest developments on the status of the Corporate Transparency Act (CTA)....
