Seven Estate Planning Techniques That You Might Not Know (But Should)

November 9, 2017 Seminar Materials

On November 9, 2017, Verrill Dana Attorneys Sarah Grandfield and Jennifer Green hosted a 1-hour webinar entitled, "Seven Estate Planning Techniques That You Might Not Know (But Should)." The webinar was presented in partnership with the ACC-Northeast. The webinar focused on tax-advantaged estate planning techniques that in-house counsel, company owners, and corporate executives should consider in order to minimize tax liability and maximize legacy.

As a courtesy to those unable to attend, the slide deck and recording of the webinar are linked below. We encourage you to share this information with any colleagues who may find the program useful.

Slide Deck:

Presentation slides shared at this webinar can be accessed here.

Stream Webinar:

Click here to stream the webinar.

Firm Highlights

Publication/Podcast

2018 Year-End Estate Planning Update

Federal Transfer Taxes The Internal Revenue Service has announced the annual inflation adjustments for the 2019 tax year: 2017 2018 2019 Gift and Estate Tax Exclusion $5,490,000 $11,180,000 $11,400,000 GST Tax Exemption $5,490,000 $11,180,000...

Matter

Sales of Interest

We have assisted a client and his other advisors in creating and implementing a plan, involving gifts and sales of interests to trusts for the benefit of younger generation family members, involving hundreds of...

Matter

Estate and Tax Planning

We provided estate and tax planning, in conjunction with advice from other advisors, to the majority owner of a major family controlled network of businesses to ensure transfer of ownership and control to younger...

News

61 Verrill Attorneys Honored as Best Lawyers, 12 as Lawyers of the Year

(September 3, 2019) – More than 60 Verrill attorneys were once again recognized as "Best Lawyers" by Best Lawyers® 2020 . In addition, 12 attorneys from the firm were named "Lawyer of the Year,"...

Matter

Litigation and Negotiations of Trust

We represented the client and other family members in litigation and negotiations resulting in a settlement pursuant to which the Trustee of a Trust established by the client's late parent, with assets approaching $500,000,000.00...

Matter

Family Business Termination

We represented key family members operating an extensive family business consisting of numerous operating companies and commercial real estate properties in delicate and volatile negotiations with a senior executive and family member leading to...

Matter

Estate and Tax Planning

Representation of a client in connection with estate and tax planning involving net worth in excess of $500,000,000.00, including major philanthropic plans, disposition of an exceptionally valuable art collection and provisions for a non-citizen...

Matter

Prenuptial Agreement

We represented the daughter of billionaire parents in negotiating a prenuptial agreement, including crafting disclosure of both interests in trusts of which she is currently a beneficiary and her contingent interests in assets that...

Matter

Trust Holding Dispute

We represented one of the independent trustees of a trust holding multibillion dollar investments in two public companies in the context of a family dispute respecting control of the family's interest in those companies...

News

Verrill Welcomes Attorney Danielle Starr

(October 23, 2019) – Verrill is pleased to welcome attorney Danielle Starr to the firm’s Portland office. As a member of both Verrill’s Real Estate Group and Private Clients Group, Starr focuses her practice...