Dane Dudley tells Law360 that the Supreme Court's June 26 DOMA ruling "greatly impacts the trusts and estates practice because attorneys can now give same-sex married couples who reside in states that recognize same-sex marriage the same federal estate and gift tax advice that they give heterosexual married couples." He also says, however, that the specificity of the ruling means that "couples must beware that if they move to a state that does not recognize same-sex marriage, some of those federal tax benefits may disappear unless the federal government clarifies that marital status is determined based on where the marriage was celebrated rather than where the couple resides."
The full article can be found here.
Day Pitney Special Needs Planning attorneys Meredith Greene and Ken Shulman presented at the Fidelity Wealth Management webinar, "Planning for a Loved One with Special Needs," on November 30.
Individual Clients Attorneys Carl A. Merino, Dina Kapur Sanna and Sarah B. Jacobson co-authored an article for Trusts & Estates Magazine titled, "Pre-Residency Planning for Your Client's Trust."
Trusts and Estates attorneys Joshua Caswell and Leigh E. Furtado co-authored the article, "NFTs for Estate Planners: Not Just a Token Concern," for Probate & Property Magazine.
On August 2, Day Pitney Counsel Heidi A. Seely presented at "Estate Planning: MCLE BasicsPLUS, Initial Steps, Fundamentals and Estate Planning Documents," hosted by MCLE.
Of Counsel Michael Pfeifer served on the panel, "Integrated Asset Protection," a webinar hosted by Respada on July 29.
Trusts and Estates Attorneys Joshua Caswell and Leiha Macauley testified on November 16 before the Massachusetts Legislature's Joint Committee on the Judiciary.
Sandra M. Ferrera was featured as a "Wonder Woman 2021" in the Boca Raton Observer. Ferrera advises clients on high-end residential and commercial real estate transactions, helping to make their assets work for them.
West Palm Beach Partner Tasha Dickinson was featured in a video interview by Invest: Insights titled, "Estate Planning in the COVID-era," and shared that the pandemic allowed people to revisit and restructure estate planning strategies.
New York Partner Dina Kapur Sanna from our firm's Individual Clients department has been recognized on Citywealth's Top 100 Private Lawyers 2021 List.
Day Pitney Press Release