Eckert Byrne’s Kristin N.G. Dzialo Named Co-Facilitator of USA 500 Club’s Rising Star Roundtable BOSTON, February 23, 2021 - Eckert Byrne partner and attorney Kristin N.G. Dzialo was selected to serve as co-facilitator of the USA 500 Club Rising Star Roundtable. In this role, Dzialo will lead, alongside fellow USA 500 Club member [...]
The Importance of Digital Assets in Your Estate Plan Dear Friends, As many of you prepare to conduct an annual review of your estate plan, we wanted to remind you of important assets that are sometimes overlooked -- digital assets. Many people don’t realize the value and extent of their digital assets and [...]
Eckert Byrne’s Kristin N.G. Dzialo Spoke at Boston Bar Association’s Webinar, “Special Drafting Considerations for Elderly Clients” BOSTON, February 16, 2021 - Eckert Byrne attorney Kristin N.G. Dzialo spoke at the Boston Bar Association's (BBA) webinar, “Special Drafting Considerations for Elderly Clients,” on February 11, 2021. Dzialo and fellow panelists discussed special considerations [...]
Now is a good time... Dear Friends, Now is a good time to review your estate plan A few weeks ago, we mentioned the importance of yearly estate plan reviews and with February upon us, now is the time to get started! For most of us, 2020 was a whirlwind of uncertainty and [...]
Like so many of you, I was relieved to bid 2020 farewell. With last year squarely in the rearview mirror, it’s time to look ahead to what should be a promising 2021.
Anna Byrne‘s article, “Tax-Free Gifting This Holiday Season,” was published in CPA Practice Advisor. The article focused on what is and isn't allowed when it comes to tax-free gifting. Read the full article at http://bit.ly/395d9l3.
We are seeing more clients requesting to schedule a ‘Legal Check Up’ meeting with Attorney Dzialo, and suggest that you reach out to us now to discuss the impact of the election on your estate plan before our calendar fills up!
In the course of us helping people with their estate plans, one issue that we find that can come up is the question of capacity. Is any person involved in this estate plan losing the capacity to make decisions properly for themselves? Do they really understand what is going on?
A Spousal Lifetime Access Trust (“SLAT”) is an irrevocable trust created by one spouse (Donor Spouse) for the benefit of the other spouse (Beneficiary Spouse) (and/or other family members, like children and grandchildren).
Charitable Remainder Trusts (CRTs) are an essential estate planning tool for clients who wish to match their philanthropic goals with a fixed income stream, either for themselves or their loved ones (e.g. kids). They work ideally with low-basis assets such as stock, but can receive any property – cash, real estate, or a retirement account.
