Rick Sanders is quoted in an October 10 "Biz Brain" column in The Star-Ledger, which addresses the best way to leave money to grandchildren. When considering leaving money through a will or establishing CDs, he says the latter could be problematic: "In the event that a grandchild predeceased you, if the CD were owned by the grandchild, its disposition would then be controlled by the grandchild's will -- if he or she is an adult who has a will -- or by the intestacy laws of the State of New Jersey if the grandchild had no will or was a minor." Rick continues, "You would thus lose control over the ultimate disposition of the funds if there was an unlikely order of deaths."
The full column can be found here.
Justin M. Hannan authored the article, "IRS Issues Final Carried Interest Regulations," on the Boston Bar Association's Trusts and Estates Blog.
Daniela P. Catrocho and Richard D. Sanders authored the article, "Retroactive Tax Legislation and Gift Planning in 2021," which was published in the New Jersey Law Journal.
On March 18, Day Pitney Partners Dina Kapur Sanna and Carl Merino will participate at the 16th Annual International Estate Planning Institute hosted by the New York Bar Association and the New York chapter of the Society of Trust and Estate Practitioners (STEP NY).
Partner Dina Kapur Sanna will co-chair the 16th Annual International Estate Planning Institute: Part 2, hosted by the New York Bar Association and the New York chapter of the Society of Trust and Estate Practitioners (STEP NY).
Kaitlyn Sapp authored the blog post, "Biden Campaign's Proposal to Eliminate the Step-Up in Basis at Death," for the Boston Bar Association Trust & Estates Section blog.
Day Pitney's announcement that it will expand its East Coast presence through a merger with Rhode Island-based firm Howland Evangelista Kohlenberg LLP was featured in the Palm Beach Daily News' Business Notes section.
Senior Associate Justin M. Hannan and Partner Stephen Ziobrowski were quoted in the Law360 Tax Authority article, "Carried Interest Regs Leave Uncertainty On Family Managers."
Day Pitney Managing Partner Thomas D. Goldberg was featured in the Law360 Pulse article, "Day Pitney's Managing Partner Talks Growth Into RI, Beyond," regarding recent announcement of merger with Howland Evangelista Kohlenberg.
Day Pitney Managing Partner Thomas D. Goldberg was quoted in the Connecticut Law Tribune article, "Day Pitney Acquires Rhode Island Firm in Bid to Better Service High-Net-Worth Clients," regarding the firm's merger with Howland Evangelista Kohlenberg.
Day Pitney Press Release