R. Scott Beach, Von E. Sanborn and Aaron T. Kriss authored an article, “Tax Planning Opportunities for Single Family Offices,” which was published in the March 2018 issue of Private Asset Management. The article discusses a recent U.S. Tax Court decision in Lender Management, LLC v. Commissioner, which ruled in favor of a single family office that deducted its operating expenses as trade or business expenses under Internal Revenue Code Section 162. The ruling could help pave the way for certain family offices seeking to deduct such expenses.
The article was first issued as a Day Pitney Advisory and can also be viewed here.
Day Pitney Trusts and Estates Partner Tasha Dickinson was featured in the CNBC Select article, "Living Trust vs. a Will – What's the Best Way to Pass an Inheritance to Your Family."
Day Pitney Private Client Department Chair B. Dane Dudley was featured in the Hartford Business Journal article, "Multigenerational Shift: Navigating Great Wealth Transfer is a Boon for Attorneys, Estate/Investment Planners."
Day Pitney Trusts and Estates Partner Tasha Dickinson and Senior Associate Stephanie Eassa Rapp were recognized by the Palm Beach Illustrated as "Top Lawyers in 2023," in its September 2023 issue.
Four Day Pitney Boca Raton Attorneys were recognized by the Boca Raton Observer as "Top Lawyers in 2023."
Day Pitney Trusts and Estates Partner Tasha K. Dickinson was featured in a Q&A article, "How to Plan for a Generational Wealth Transfer When You Have a Blended Family," by GOBankingRates.
Day Pitney Trusts and Estates Partner Tasha Dickinson was featured in Capital Analytics Associates' Invest: West Palm Beach Q&A, where she discussed the firm, diversity and the South Florida legal market.
Day Pitney Trusts and Estates Partner Tasha Dickinson was featured in the Daily Business Review's article, "'Elephant in the Room': Day Pitney Attorney Weighs in on Dianne Feinstein Feud," discussing Feinstein's feud with her late husband's children over his estate.
Day Pitney's Providence office move was featured in the article, "Day Pitney Moves Providence Law Office to 100 Westminster," by Providence Business First.
Day Pitney Trusts and Estates Attorneys Andrew M. Nerney and Grant W. Silvester authored the article, "U.S. Appeals Court: Deathbed Checks Are Includible in Decedent's Estate," for WealthManagement.com, which discusses a recent ruling by the U.S. Court of Appeals in the Third Circuit on deathbed gifting.
Day Pitney Private Client Department Senior Associate Claire N. Carrabba authored the article, "The Tax-Saving Potential of Gifts and Sales to Family Trusts," for WealthManagement.com.