Annual Client Newsletter 2020 … [Read more...]
CONNECTICUT UTC IMPOSES NEW NOTICE REQUIREMENTS ON TRUSTEES
April 2, 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 … [Read more...]
IS YOUR BUSINESS WEBSITE ADA COMPLIANT?
April 2, 2020
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 … [Read more...]
CONNECTICUT ENACTS NEW ASSET PROTECTION TRUST LAW
April 2, 2020
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 … [Read more...]
HOW TO RAISE VITAL CAPITAL FOR YOUR START-UP VENTURE
April 2, 2020
The biggest challenge facing start-up companies is how to pay for ongoing expenses until there are sufficient revenues. Start-ups often need to raise capital from outside sources in order to grow and … [Read more...]
NEW CONNECTICUT DIRECTED TRUST ACT OFFERS KEY ADVANTAGES
April 2, 2020
When discussing the advantages of trusts and the duties of trustees with clients, we are often asked the challenging question, “Who should serve as my trustee?” Before now, the answer to this … [Read more...]
ESTATE PLANNING CONSIDERATIONS AMID THE CORONAVIRUS PANDEMIC
March 27, 2020
We are in unprecedented times as the COVID-19 pandemic has affected our normal, everyday lives. While our first priority is the health and safety of our employees and clients, we have implemented … [Read more...]
3 Critical Considerations for Employers in a COVID-19 Climate
March 17, 2020
As everyone is aware, COVID-19 (“coronavirus”) is presenting both employers and employees with unprecedented challenges, inside and outside the workplace. One of the many challenges presented is the … [Read more...]
Client Update: COVID-19 (Coronavirus)
March 13, 2020
As everyone is aware, the Coronavirus is presenting unprecedented challenges to our daily lives as well as our business interactions. Brody Wilkinson PC has been monitoring and will continue to … [Read more...]
Peter Mott and Lisa Metz co-authored an update to their chapter in A Practical Guide to Estate Planning in Connecticut
January 31, 2020
Peter Mott and Lisa Metz co-authored an update to their chapter in A Practical Guide to Estate Planning in Connecticut, published by MCLE New England in November 2019. Their chapter is titled … [Read more...]