Key Tax Considerations For High Net Worth Family Offices
Von Sanborn, Darren Wallace and Stephen Ziobrowski authored an article, "Key Tax Considerations For High Net Worth Family Offices," published in Law360. As the authors discuss, "a properly structured family office formed in conjunction with family trusts offers significant benefits in the areas of tax mitigation, asset protection and liability protection for the beneficiaries and trustees." The article provides analysis of several important issues that require ongoing consideration to operate a successful family office, including investment management fees, administration expenses, estate tax, tax on foreign corporations, investment companies and persons, and trust and business structures.
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Day Pitney New York Attorneys Gregory R. Bruno, Alfred W. J. Marks and Emma K. Pletenycky authored the article "Class Gifts and NY's 'Adoption Out' Statute: Guidance for NY Fiduciaries on Minimizing Litigation Risks" for the New York Law Journal. The article aims to assist fiduciaries of New York trusts and estates in navigating class gifts while minimizing the risk of litigation.
Day Pitney Private Client Attorney Emma K. Pletenycky co-authored the article, "Highlights of Mediation Programs in the New York Surrogate's Courts," for the New York State Bar Association's Trusts and Estates Law Section Journal.
Pivate Client Partner Sarah Jacobson has been named to the Board of Directors for STEP Miami. Founded in 2000, the STEP Miami Branch is one of the largest and most active in the Americas. Consistent with the objectives of STEP, the Miami branch provides practitioners with access to high level trusts and estates resources for all its members.
Day Pitney Trusts and Estates Partner Christine Fletcher authored an article for Forbes.com titled, "Post-Election Estate Tax Planning Requires A Cautious Approach."
Day Pitney Press Release
The Florida Bar News' 'On the Move' column recently featured the arrival of four new associates to our Florida offices.
Day Pitney Private Client Partner Tasha Dickinson is featured in Town & Country article "Legacy Inc.: Are Irrevocable Trusts Really Irrevocable?"
Day Pitney Alert
Day Pitney Litigation Partner Mark Romance and Fiduciary and Probate Litigation Partner Ann Hetherwick "Hether" Cahill were featured in the CityBiz article, "Day Pitney Names Mark Romance and Ann Hetherwick Cahill Chairs of Fiduciary and Probate Litigation Practice Group."