Publications & Podcasts
January 24, 2023
2023 Estate Planning Update
September 29, 2021
House Democrats Propose Estate and Gift Tax Law Changes: Important Estate Planning Implications
February 25, 2020
2020 Estate Planning Update
In five recently filed class action lawsuits, [1] 401(k) plan participants allege that plan fiduciaries violated ERISA by using plan forfeitures to offset employer contributions instead of paying plan expenses. The use of forfeitures...
This alert from Verrill’s Private Clients & Fiduciary Services Group highlights the latest changes to the income tax and transfer tax landscape. The alert addresses the SECURE ACT 2.0, federal and state transfer tax...