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To Give or Not to Give…

To Give or Not to Give…

Charles A. Redd discusses the pros and cons of making gifts at this time of a greatly enhanced, historically high basic exclusion amount. At this time, and for the indefinite future, individuals have a greatly enhanced, historically high basic exclusion amount. This...
Bulletproofing the Estate Plan

Bulletproofing the Estate Plan

Charles A. Redd discusses restrictions on an laws relating to no contest clauses. A beneficiary may be motivated to contest a will or trust instrument because he believes he has sufficient grounds to invalidate the document (for example, due to forgery, lack of proper...
Connecticut Adopts Omnibus Trust Code

Connecticut Adopts Omnibus Trust Code

On June 25th, 2019, the Connecticut legislature enacted Public Act 19-137, an Act Concerning the Connecticut Uniform Trust Code. This massive bill, over 90 pages in length, adopts four major categories of revisions to Connecticut trust law that will greatly enhance...