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Searching Content indexed under Trusts by Day Pitney LLP ordered by Published Date Descending.
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U.S. Tax Planning For Non-U.S. Persons, Assets And Trusts - An Introductory Outline, 2019 Edition
Estate planning for non-U.S. persons differs from domestic planning, not only in the specific rules that apply but also in the mental outlook that the planner must bring to the process.
United States
20 Feb 2019
2
Estate Planning Update July 2018 - Planning For Incapacity Using Revocable Trusts
Along with an increased life expectancy due to medical advances comes an increased chance of developing diminished mental capacity.
United States
1 Aug 2018
3
IRS Confirms Continued Deductibility Of Administrative Expenses For Trusts And Estates
Generally, miscellaneous itemized deductions include all deductions subject to the so-called 2% floor.
United States
26 Jul 2018
4
Nonprofit Newsletter Fall 2017 - New Jersey Reaffirms Commitment To Charitable Trusts With Passage Of The UTC
The New Jersey Uniform Trust Code applies to trusts in existence on or created after July 17, 2016.
United States
4 Oct 2017
5
2017 Delaware Trust Conference
Day Pitney partners G. Warren Whitaker, Dina Kapur Sanna and Von Sanborn will speak on different panels at the 2017 Delaware Trust Conference taking place on October 24 and 25.
United States
11 Sep 2017
6
Investing In Individuals: Best Practices For Charitable Gifts To Individuals
Doris Buffett has recently been in the news regarding her request for assistance from Boston-area volunteers with her efforts to gift millions of dollars to disadvantaged individuals.
United States
6 Oct 2016
7
It's Time To Explore A Charitable Lead Trust – A Charitable Planning Technique Used By Jackie O
Transferring wealth to loved ones while achieving charitable goals and minimizing taxes may sound like a lot, but this balancing act can be successfully and efficiently accomplished using a charitable lead trust.
United States
6 Oct 2016
8
Probate Litigation Update - August, 2016
The law relating to trusts and estates is constantly evolving. To keep you updated, this newsletter reports on recent notable court decisions from Connecticut, Florida, Massachusetts, New Jersey, and New York.
United States
10 Aug 2016
9
Trusts And Estates Litigation Update
The law relating to trusts and estates is constantly evolving.
United States
5 Aug 2016
10
Estate Planning Update July 2016 - New Jersey Enacts The Trust Uniform Code
The Uniform Trust Code (UTC) becomes effective in New Jersey on July 17. The UTC will apply to existing trusts as well as to new trusts.
United States
20 Jul 2016
11
U.S. Tax Planning For Non-U.S. Persons And Trusts: An Introductory Outline
New York Individual Clients partner Warren Whitaker recently released the 2016 edition of U.S. Tax Planning for Non-U.S. Persons and Trusts: An Introductory Outline.
United States
21 Jan 2016
12
Discretionary Distributions From An Irrevocable Trust: How Much Discretion Does The Trustee Have? It Depends
On December 16, Peter Shapland will be speaking at the Boston Bar Association event, "Discretionary Distributions from an Irrevocable Trust: How much discretion does the trustee have? It depends."
United States
16 Dec 2015
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