Trusts and Estates
Contact: Richard A. Marone, Chair
The Trusts & Estates Department of Murtha Cullina LLP provides personal assistance to clients in lifetime planning and asset accumulation, estate and gift planning and the administration of estates and trusts. We have extensive experience employing sophisticated tax planning strategies, and we emphasize a personally tailored approach to our clients' needs and concerns, rather than pre-packaged, general solutions.
We are proud of the individual attention we give to each client's personal, financial and family circumstances in providing expert tax and estate planning advice. We care about our clients and their families, and our top priority is to understand their needs and concerns, resources, family situation and objectives. We explore alternatives with our clients and help them decide on plans to accomplish their objectives, being sensitive to family and other issues important to them.
We represent many entrepreneurs and small businesses, assisting them with their combined estate planning and business planning needs, including succession plans for the closely held business. Many of our estate planning lawyers have substantial corporate law experience, which makes them uniquely qualified to deal with the full range of planning issues faced by owners of privately owned business.
Clients often ask us to serve as Executor or Trustee, and we are happy to do so when it is a strong client preference. Murtha Cullina's Fiduciary Services Program is designed to assure that when clients ask us to become responsible for their personal wealth, assets are held and invested safely and professionally. This program sets us apart from many firms; it affords clients personal service from their Murtha Cullina attorney as fiduciary (or co-fiduciary with a client's family member), together with institutional custody of assets and the assistance of well-qualified asset managers.
Our close, personal relationships often lead to multi-generation representations. Clients refer their children to us for estate planning that is thoughtfully integrated with the plans we have formulated for their parents. Some of our client families have been with us for thirty years or more and include four generations of the family.
Murtha Cullina trust and estate professionals practice in this field because they are motivated by the satisfaction that comes from helping people — helping them to identify and achieve their families' personal and financial goals and helping them to avoid or solve legal, financial, tax and personal problems. Close personal relationships with our clients and dedication to service, integrity, competence and reliability are our core strengths.
Lifetime planning starts with a careful review of the client's assets, family circumstances, expectations and objectives. Murtha attorneys can be particularly helpful in many ways:
- Assisting in the acquisition, management and accumulation of assets. The firm can recommend financial institutions and financial and investment advisors in whom our attorneys have confidence. The firm's attorneys can also help clients manage their personal and financial affairs when family members, other professional advisors and corporate institutions do not meet these needs.
- Gifts to family members and nonprofit organizations are important elements in many estate plans. Murtha attorneys not only counsel individuals with respect to family gifts and charitable trusts, but they also serve as counsel to nonprofit organizations in developing and implementing planned giving programs.
- Land use and environmental planning can be very important when the client owns undeveloped real estate. Conservation easements and similar techniques can be effective in accomplishing an environmental objective as well as reducing income and estate tax obligations.
- Closely held businesses present special planning challenges, including the necessity of designing and implementing a plan for succession of ownership, often to the next generation, with minimal tax impact.
- Planning for disability insurance and health care has become an important issue for many of our clients. The firm assists clients in creating living wills to make clear their intentions with respect to unwanted health care intervention as well as health care and general powers of attorney to empower family members or other trusted agents to carry out their wishes.
- Planning for retirement starts with an effective method of accumulating retirement funds, usually through tax advantaged retirement programs. The firm's attorneys also assist with careful planning of withdrawal distributions and beneficiary designations which are essential to get the most out of these programs.
Murtha attorneys extend lifetime planning into consideration of the orderly and economic transfer of family wealth through proper estate planning:
- Lifetime and estate planning are carefully coordinated with the emphasis on consideration of alternative ways to accomplish our client's objectives and the development of a flexible plan to accomplish those objectives.
- Wills, revocable and irrevocable trusts, marital, credit shelter and generation skipping trusts are some of the techniques we use to meet the needs of each client. Life insurance plays a key role in effective estate planning by providing support for family members and meeting liquidity needs. Effective income, gift and estate tax strategies are needed to make best use of this important resource.
- Charitable giving techniques can be very useful in reducing estate taxes; these and other tax strategies are employed not as ends in themselves, but to achieve identified objectives.
Murtha Cullina represents corporate and individual fiduciaries in all aspects of the administration of decedents' estates and living and testamentary trusts, including resolution of disputes and federal and state tax audits. The firm's attorneys seek to develop and maintain compatible working relationships with family members and other beneficiaries. Although most estates are settled without contest or dispute, the firm's expertise can be very helpful in minimizing and resolving difficulties between the parties.
From time to time, clients ask us to serve as executor or trustee because they have confidence in the attorney who works with them. Murtha partners accept these responsibilities when it is a clear client preference over other alternatives. We may serve as trustee to assist in accumulating and managing assets during the client's lifetime, and may also serve as executor and trustee for the benefit of the client's family.
Our partners serving as fiduciaries are supported by the firm's Fiduciary Services Program, which includes institutional custodial services for securities, on-line computerized access to all account information, investment management assistance from carefully chosen professional investment advisers, and periodic reports with close, personal attention to client and beneficiary needs.
- December 6, 2018 - Trusts and Estates Group News: Make Your List and Check it Twice: A Year-End Estate and Financial Planning Checklist
- December 1, 2018 - Christopher S. Fox Joins Trusts & Estates Department
- November 28, 2018 - Trusts and Estates Group News: IRS Elves in Santa's Washington DC Workshop Create Holiday Gift for the Wealthy
- November 20, 2018 - Trusts and Estates Group News: Inflation Adjustments: A Safe Conversation for the Thanksgiving Table
- October 18, 2018 - Trusts and Estate Group News: So You Think You're Done With Your Estate Plan…
- July 11, 2018 - Trusts and Estates Group News: Your Mid-Year Estate Planning Checklist
- May 23, 2018 - Trusts and Estates Group News: Channeling Lewis Carroll: Connecticut Estate and Gift Tax Tables are (Still) Unclear
- May 14, 2018 - Patrick D. Coughlin Joins Trusts and Estates Department
- May 9, 2018 - Richard A. Marone Recognized by Chambers High Net Worth
- February 21, 2018 - Trusts and Estates Group News: Let's All Wait Until After 2023 to Die in Connecticut
- December 15, 2017 - Lisa Newfield Recognized as “Responsible 100” by City & State New York
- October 27, 2017 - Trusts & Estates Group News - Are You Looking Forward To 2018? We Are!
- October 25, 2017 - Alfred R. Casella Elected Fellow of the American College of Trust and Estate Counsel
- October 17, 2017 - Trusts & Estates Group News: Ajemian v. Yahoo: One Small Step For The Family, One Giant Step For Fiduciaries
- September 26, 2017 - Suzanne Brown Walsh Quoted in Fortune Article on Cryptocurrency After Death
- September 15, 2017 - Trusts & Estates Group News: Hurricanes, Displacement And The Effect On Domicile
- June 6, 2017 - Trusts and Estates Group News: Your Mid-Year Estate Planning Checklist: 10 things you should be doing now
- March 24, 2017 - Suzanne Brown Walsh Named Chair of Uniform Law Commission Drafting Committee on Electronic Wills
- January 5, 2017 - Trusts and Estates Group News: Home Is Where You Hang Your Hat. But Where Are You Actually Domiciled?
- December 30, 2016 - Trusts and Estates Group News: 2017 Federal Inflation Adjustments
- December 22, 2016 - Trusts and Estates Group News: The Preservation of Family Business Wealth
- November 10, 2016 - Trusts and Estates Group News: Trust Planning for the Follies of Your Children; Parenting in Perpetuity
- September 28, 2016 - Suzanne Brown Walsh Interviewed by TheStreet.com for Article on Digital Assets After Death
- September 27, 2016 - Trusts and Estates Group News: When Will Trust Assets Be Considered Available Assets When Applying For Medicaid In Connecticut?
- September 23, 2016 - Murtha Cullina LLP Attorneys Recognized as “New Leaders in the Law” by Connecticut Law Tribune
- June 24, 2016 - Attorney Richard A. Marone and Murtha Cullina LLP Recognized by Chambers High Net Worth Guide
- June 16, 2016 - CommunityBankingInsights.com: Connecticut's New Power of Attorney Law
- May 18, 2016 - Suzanne Brown Walsh was quoted in the Connecticut Law Tribune article “New Law Targets Social Media Accounts of Dead.”
- May 11, 2016 - Suzanne Brown Walsh was referenced in the Bloomberg BNA article “Lawmakers Balk at Revised Model Digital Assets Bill.”
- May 5, 2016 - Trusts and Estates Group News: Estate Planning Enters the Digital Age
- April 26, 2016 - Suzanne Brown Walsh was referenced in the KCENTV article “Prince's apparent lack of planning may cost his estate.”
- April 25, 2016 - Suzanne Brown Walsh Quoted in Wall Street Journal Article on New Estate Planning
- February 29. 2016 - Suzanne Brown Walsh Invited to be Uniform Law Commission Representative For European Law Institute UFADAA Exploratory Committee
- February 3, 2016 - Suzanne Brown Walsh Interviewed by Bloomberg BNA on Digital Assets Law
- January 4, 2016 - Trusts and Estates News: Your Will is Done, What About Your Powers of Attorney?
- November 2015 - Suzanne Brown Walsh Co-Authors Article for trustsandestates.com on Understanding the Revised Uniform Fiduciary Access to Digital Assets Act
- June 23, 2015 - Trusts and Estates Group News - Estate Planning in the Context of Divorce | A Matter of Life and Death
- May 2015 - Suzanne Brown Walsh Co-Authors Chapter on Digital Assets for Research Handbook on Electronic Commerce Law
- April 10, 2015 - Steve Leimberg's Estate Planning Newsletter: Suzanne Brown Walsh and the Status of the Uniform Fiduciary Access to Digital Assets Act
- February 24, 2015 - Lisa Newfield Joins Trusts and Estates Department
- February 14, 2015 - Suzanne Brown Walsh quoted by Tech Times in an article entitled "Facebook Outs Legacy Contact: What About Other Social Networks?"
- February 12, 2015 - Suzanne Brown Walsh Quoted by Tech Reformers in an Article Entitled "New Facebook Apparatus Masks Tech Industry's Digital Genocide Fight"
- February 13, 2015 - Suzanne Brown Walsh Comments on Facebook's Legacy Contact, Raising the Question: Who Gets to Control Your Digital Assets After You Die?
- February 12, 2015 - Suzanne Brown Walsh Quoted in Isaac Daniel Report for Article Entitled "Facebook Launches Legacy Content: A Manager for Your Digital Afterlife"
- February 12, 2015 - Suzanne Brown Walsh Interviewed by GIGAOM About New Facebook Legacy Function
- January 2015 - The Letter of Wishes: The Tale Your Trust Document Does Not Tell
- January 14, 2015 - Suzanne Brown Walsh Joins Murtha Cullina LLP
- October 2014 - Income and Estate Taxes: The Need for a Holistic Approach to a Chronic Condition
- October 6, 2014 - Murtha Cullina LLP Welcomes Shera G. Golder
- September 30, 2014 - Suzanne Brown Walsh Interviewed by Marketplace Tech on Digital Assets After Death
- August 4, 2014 - Murtha Cullina LLP Welcomes Robert A. Heinimann, Jr.
- Effective Estate Planning for Physicians: Tax and Liability Mitigation
- "A Client With A Surprise Seven-Figure Estate"
- "Firms Turn To Video To Tout Practice Areas"
- Murtha Cullina Rolls-Out “Murtha Minutes”
- Federal Gift & Estate Tax Law Changes
- November 29, 2012 - Suzanne Brown Walsh Interviewed by Time Magazine on Protecting Digital Data after Death
- Trusts & Estates: 2012 - Unique year-end planning opportunities
- Julia Mayer Kosinski Joins Murtha Cullina LLP
- Elizabeth L. Leamon Appointed Chair of the New Haven County Bar Association's Trusts, Estates & Probate Committee
- On Estate and Gift Taxation, Federal and State Tax Policy Part Company
- New Rules for Estate and Gift Taxes and the Vanishing Window of Opportunity
- Hell or High Water Estate Planning
- Protecting Your Estate
- Federal & Connecticut Estate Tax Update: "Are We There Yet? How About Now?"
- Connecticut Goes Rogue
- Succession Agreements for CPA Firms
- Connecticut's Estate Tax Reform Breaks the Mold
- Connecticut Revamps Its Estate and Gift Taxes: Taxpayer Relief and a Planning Opportunity
- Recent Changes in Federal and State Tax Laws Could Affect Estate Tax Exposure and Liability
- How Much Do We Need To Retire?
- In Front of Every Silver Lining is a Cloud
- August 1, 2018 - ACTEC Trust and Estate Talk Podcast: The Digital Will Revolution
- April 14, 2016 - Trusts and Estates Video News: Suzanne Brown Walsh on Special Needs Trusts In Estate Planning
- April 14, 2016 - Trusts and Estates Video News: Lisa Newfield on New York Estate Tax Law Changes
- April 14, 2016 - Trusts and Estate Video News: Robert A. Heinimann, Jr. on Estate Planning During Divorce (Part 1)
- April 14, 2016 - Trusts and Estates Video News: Robert A. Heinimann, Jr. on Estate Planning During Divorce (Part 2)
- March 14, 2015 - Suzanne Brown Walsh's 2014 "Online after death" Interview Rebroadcast on PBS NewsHour to Include Facebook Update
- June 6, 2014 - Suzanne Brown Walsh Interviewed For "Data After Death" Podcast
- Murtha Minutes: Second Marriages & Trusts
- Murtha Minutes: Choosing a Trustee
- Murtha Minutes: Defining Revocable & Irrevocable Trusts
- Murtha Minutes: Funding a Living Trust
- Murtha Minutes: Defining a Special Needs Trust
- Murtha Minutes: The Basics of a Trust
- February 19, 2019 - Suzanne Brown Walsh Presenting at a CLE for the CBA Elder Law Section
- January 2019 - Suzanne Brown Walsh Panelist for Bitcoin and Cryptocurrency Presentation at Heckerling Institute on Estate Planning
- November 7, 2018 - Suzanne Brown Walsh Speaking at Hawaii Tax Institute on E-Wills and Digital Estate Planning
- August 23, 2018 - Suzanne Brown Walsh Presenting on Tax Issues Raised by Cryptocurrencies at the IRS Estate and Gift CPE
- July 11, 2018 - Suzanne Brown Walsh presenting on Digital Assets at the 45th Annual Midwest-Midsouth Estate Planning Institute
- January 24, 2018 - Suzanne Brown Walsh Presenting on Electronic Wills at the Annual Heckerling Institute on Estate Planning
- November 29, 2017 - Alfred Casella Presenting at Joint CBA and Probate Assembly Seminar on "Probate Court Jurisdiction Over Revocable Trusts"
- November 9, 2017 - Lisa Newfield to present to the Planned Living Group on Estate Administration from Probate to Settlement
- October 31, 2017 - Lisa Newfield will present on ethics related to estate planning
- October 25, 2017 - Suzanne Brown Walsh Presenting at Delaware Trust Conference on Uniform Trust and Estate Acts
- June 27, 2017 - Robert Heinimann to present on "Revocable Living Trusts” at the Estate Planning from A to Z Seminar
- June 27, 2017 - Lisa Newfield will co-host The Community Foundation's Professional Advisor Happy Hour
- May 24, 2017 - Suzanne Brown Walsh to Present on "Fiduciary Access to Digital Assets" at Fiduciary & Investment Risk Management Association National Conference
- April 28, 2017 - Suzanne Brown Walsh Presenting at Ave Maria School of Law Estate Planning Conference
- April 27, 2017 - Suzanne Brown Walsh Presenting at National Academy of Elder Law Attorneys 2017 Annual Meeting
- April 27, 2017 - Lisa Newfield provided introductory remarks at the FCBA's Probate Judges Luncheon
- April 19, 2017 " Lisa Newfield presented on the administration of a NY estate (from probate to settlement of the estate).
- March 18, 2017 - Lisa Newfield presented on estate planning and charitable giving
- October 27, 2016 - Suzanne Brown Walsh will present on The Digital Assets Act at BNY Mellon Wealth Management
- September 20, 2016 - Suzanne Brown Walsh to speak at the CBA Elder Law Section on Revised UFADAA (Fiduciary Access to Digital Assets) in New Haven, CT
- September 19, 2016 - Suzanne Brown Walsh to present on Estate Planning for Digital Assets/ Revised UFADAA at the Tri-State Trust Forum in Portsmouth, NH
- September 15, 2016 - Suzanne Brown Walsh to present on "Digital Estate Planning" at the Financial Planning Association's Annual Conference - BE Baltimore 2016
- September 15, 2016 - Suzanne Brown Walsh will be a panelist on the "Estate Planning Today" roundtable at the Financial Planning Association's Annual Conference - BE Baltimore 2016
- September 13, 2016 - Suzanne Brown Walsh will present a webinar entitled "The Latest and Greatest in Planning for and Administration of Digital Property" for the ACTEC-ALI
- August 30, 2016 - Suzanne Brown Walsh will be part of the Financial Planning Association's Annual Conference (“FPA BE”) Preview webinar
- June 24, 2016 - Lisa Staron will be presenting "Establishing Residency "Tax Me If You Can: Cutting Ties and Establishing New Domicile"at the semi-annual Sacred Heart University Tax Institute in Fairfield, CT.
- Estate Planning Considerations for Animal Owners
- Estate Planning Implications of Marriage and Divorce
- Wealth Planning for LGBT Couples
- A Guide to Probate Accountings
- Planning Opportunities After the 2010 Tax Relief Act
- The Probate Process from Start to Finish
- Beyond One Day at a Time
Contact: Richard A. Marone, Chair
The Trusts & Estates Department of Murtha Cullina LLP provides personal assistance to clients in lifetime planning and asset accumulation, estate and gift planning and the administration of estates and trusts. We have extensive experience employing sophisticated tax planning strategies, and we emphasize a personally tailored approach to our clients' needs and concerns, rather than pre-packaged, general solutions.
We are proud of the individual attention we give to each client's personal, financial and family circumstances in providing expert tax and estate planning advice. We care about our clients and their families, and our top priority is to understand their needs and concerns, resources, family situation and objectives. We explore alternatives with our clients and help them decide on plans to accomplish their objectives, being sensitive to family and other issues important to them.
We represent many entrepreneurs and small businesses, assisting them with their combined estate planning and business planning needs, including succession plans for the closely held business. Many of our estate planning lawyers have substantial corporate law experience, which makes them uniquely qualified to deal with the full range of planning issues faced by owners of privately owned business.
Clients often ask us to serve as Executor or Trustee, and we are happy to do so when it is a strong client preference. Murtha Cullina's Fiduciary Services Program is designed to assure that when clients ask us to become responsible for their personal wealth, assets are held and invested safely and professionally. This program sets us apart from many firms; it affords clients personal service from their Murtha Cullina attorney as fiduciary (or co-fiduciary with a client's family member), together with institutional custody of assets and the assistance of well-qualified asset managers.
Our close, personal relationships often lead to multi-generation representations. Clients refer their children to us for estate planning that is thoughtfully integrated with the plans we have formulated for their parents. Some of our client families have been with us for thirty years or more and include four generations of the family.
Murtha Cullina trust and estate professionals practice in this field because they are motivated by the satisfaction that comes from helping people — helping them to identify and achieve their families' personal and financial goals and helping them to avoid or solve legal, financial, tax and personal problems. Close personal relationships with our clients and dedication to service, integrity, competence and reliability are our core strengths.
Lifetime planning starts with a careful review of the client's assets, family circumstances, expectations and objectives. Murtha attorneys can be particularly helpful in many ways:
- Assisting in the acquisition, management and accumulation of assets. The firm can recommend financial institutions and financial and investment advisors in whom our attorneys have confidence. The firm's attorneys can also help clients manage their personal and financial affairs when family members, other professional advisors and corporate institutions do not meet these needs.
- Gifts to family members and nonprofit organizations are important elements in many estate plans. Murtha attorneys not only counsel individuals with respect to family gifts and charitable trusts, but they also serve as counsel to nonprofit organizations in developing and implementing planned giving programs.
- Land use and environmental planning can be very important when the client owns undeveloped real estate. Conservation easements and similar techniques can be effective in accomplishing an environmental objective as well as reducing income and estate tax obligations.
- Closely held businesses present special planning challenges, including the necessity of designing and implementing a plan for succession of ownership, often to the next generation, with minimal tax impact.
- Planning for disability insurance and health care has become an important issue for many of our clients. The firm assists clients in creating living wills to make clear their intentions with respect to unwanted health care intervention as well as health care and general powers of attorney to empower family members or other trusted agents to carry out their wishes.
- Planning for retirement starts with an effective method of accumulating retirement funds, usually through tax advantaged retirement programs. The firm's attorneys also assist with careful planning of withdrawal distributions and beneficiary designations which are essential to get the most out of these programs.
Murtha attorneys extend lifetime planning into consideration of the orderly and economic transfer of family wealth through proper estate planning:
- Lifetime and estate planning are carefully coordinated with the emphasis on consideration of alternative ways to accomplish our client's objectives and the development of a flexible plan to accomplish those objectives.
- Wills, revocable and irrevocable trusts, marital, credit shelter and generation skipping trusts are some of the techniques we use to meet the needs of each client. Life insurance plays a key role in effective estate planning by providing support for family members and meeting liquidity needs. Effective income, gift and estate tax strategies are needed to make best use of this important resource.
- Charitable giving techniques can be very useful in reducing estate taxes; these and other tax strategies are employed not as ends in themselves, but to achieve identified objectives.
Murtha Cullina represents corporate and individual fiduciaries in all aspects of the administration of decedents' estates and living and testamentary trusts, including resolution of disputes and federal and state tax audits. The firm's attorneys seek to develop and maintain compatible working relationships with family members and other beneficiaries. Although most estates are settled without contest or dispute, the firm's expertise can be very helpful in minimizing and resolving difficulties between the parties.
From time to time, clients ask us to serve as executor or trustee because they have confidence in the attorney who works with them. Murtha partners accept these responsibilities when it is a clear client preference over other alternatives. We may serve as trustee to assist in accumulating and managing assets during the client's lifetime, and may also serve as executor and trustee for the benefit of the client's family.
Our partners serving as fiduciaries are supported by the firm's Fiduciary Services Program, which includes institutional custodial services for securities, on-line computerized access to all account information, investment management assistance from carefully chosen professional investment advisers, and periodic reports with close, personal attention to client and beneficiary needs.
- December 6, 2018 - Trusts and Estates Group News: Make Your List and Check it Twice: A Year-End Estate and Financial Planning Checklist
- December 1, 2018 - Christopher S. Fox Joins Trusts & Estates Department
- November 28, 2018 - Trusts and Estates Group News: IRS Elves in Santa's Washington DC Workshop Create Holiday Gift for the Wealthy
- November 20, 2018 - Trusts and Estates Group News: Inflation Adjustments: A Safe Conversation for the Thanksgiving Table
- October 18, 2018 - Trusts and Estate Group News: So You Think You're Done With Your Estate Plan…
- July 11, 2018 - Trusts and Estates Group News: Your Mid-Year Estate Planning Checklist
- May 23, 2018 - Trusts and Estates Group News: Channeling Lewis Carroll: Connecticut Estate and Gift Tax Tables are (Still) Unclear
- May 14, 2018 - Patrick D. Coughlin Joins Trusts and Estates Department
- May 9, 2018 - Richard A. Marone Recognized by Chambers High Net Worth
- February 21, 2018 - Trusts and Estates Group News: Let's All Wait Until After 2023 to Die in Connecticut
- December 15, 2017 - Lisa Newfield Recognized as “Responsible 100” by City & State New York
- October 27, 2017 - Trusts & Estates Group News - Are You Looking Forward To 2018? We Are!
- October 25, 2017 - Alfred R. Casella Elected Fellow of the American College of Trust and Estate Counsel
- October 17, 2017 - Trusts & Estates Group News: Ajemian v. Yahoo: One Small Step For The Family, One Giant Step For Fiduciaries
- September 26, 2017 - Suzanne Brown Walsh Quoted in Fortune Article on Cryptocurrency After Death
- September 15, 2017 - Trusts & Estates Group News: Hurricanes, Displacement And The Effect On Domicile
- June 6, 2017 - Trusts and Estates Group News: Your Mid-Year Estate Planning Checklist: 10 things you should be doing now
- March 24, 2017 - Suzanne Brown Walsh Named Chair of Uniform Law Commission Drafting Committee on Electronic Wills
- January 5, 2017 - Trusts and Estates Group News: Home Is Where You Hang Your Hat. But Where Are You Actually Domiciled?
- December 30, 2016 - Trusts and Estates Group News: 2017 Federal Inflation Adjustments
- December 22, 2016 - Trusts and Estates Group News: The Preservation of Family Business Wealth
- November 10, 2016 - Trusts and Estates Group News: Trust Planning for the Follies of Your Children; Parenting in Perpetuity
- September 28, 2016 - Suzanne Brown Walsh Interviewed by TheStreet.com for Article on Digital Assets After Death
- September 27, 2016 - Trusts and Estates Group News: When Will Trust Assets Be Considered Available Assets When Applying For Medicaid In Connecticut?
- September 23, 2016 - Murtha Cullina LLP Attorneys Recognized as “New Leaders in the Law” by Connecticut Law Tribune
- June 24, 2016 - Attorney Richard A. Marone and Murtha Cullina LLP Recognized by Chambers High Net Worth Guide
- June 16, 2016 - CommunityBankingInsights.com: Connecticut's New Power of Attorney Law
- May 18, 2016 - Suzanne Brown Walsh was quoted in the Connecticut Law Tribune article “New Law Targets Social Media Accounts of Dead.”
- May 11, 2016 - Suzanne Brown Walsh was referenced in the Bloomberg BNA article “Lawmakers Balk at Revised Model Digital Assets Bill.”
- May 5, 2016 - Trusts and Estates Group News: Estate Planning Enters the Digital Age
- April 26, 2016 - Suzanne Brown Walsh was referenced in the KCENTV article “Prince's apparent lack of planning may cost his estate.”
- April 25, 2016 - Suzanne Brown Walsh Quoted in Wall Street Journal Article on New Estate Planning
- February 29. 2016 - Suzanne Brown Walsh Invited to be Uniform Law Commission Representative For European Law Institute UFADAA Exploratory Committee
- February 3, 2016 - Suzanne Brown Walsh Interviewed by Bloomberg BNA on Digital Assets Law
- January 4, 2016 - Trusts and Estates News: Your Will is Done, What About Your Powers of Attorney?
- November 2015 - Suzanne Brown Walsh Co-Authors Article for trustsandestates.com on Understanding the Revised Uniform Fiduciary Access to Digital Assets Act
- June 23, 2015 - Trusts and Estates Group News - Estate Planning in the Context of Divorce | A Matter of Life and Death
- May 2015 - Suzanne Brown Walsh Co-Authors Chapter on Digital Assets for Research Handbook on Electronic Commerce Law
- April 10, 2015 - Steve Leimberg's Estate Planning Newsletter: Suzanne Brown Walsh and the Status of the Uniform Fiduciary Access to Digital Assets Act
- February 24, 2015 - Lisa Newfield Joins Trusts and Estates Department
- February 14, 2015 - Suzanne Brown Walsh quoted by Tech Times in an article entitled "Facebook Outs Legacy Contact: What About Other Social Networks?"
- February 12, 2015 - Suzanne Brown Walsh Quoted by Tech Reformers in an Article Entitled "New Facebook Apparatus Masks Tech Industry's Digital Genocide Fight"
- February 13, 2015 - Suzanne Brown Walsh Comments on Facebook's Legacy Contact, Raising the Question: Who Gets to Control Your Digital Assets After You Die?
- February 12, 2015 - Suzanne Brown Walsh Quoted in Isaac Daniel Report for Article Entitled "Facebook Launches Legacy Content: A Manager for Your Digital Afterlife"
- February 12, 2015 - Suzanne Brown Walsh Interviewed by GIGAOM About New Facebook Legacy Function
- January 2015 - The Letter of Wishes: The Tale Your Trust Document Does Not Tell
- January 14, 2015 - Suzanne Brown Walsh Joins Murtha Cullina LLP
- October 2014 - Income and Estate Taxes: The Need for a Holistic Approach to a Chronic Condition
- October 6, 2014 - Murtha Cullina LLP Welcomes Shera G. Golder
- September 30, 2014 - Suzanne Brown Walsh Interviewed by Marketplace Tech on Digital Assets After Death
- August 4, 2014 - Murtha Cullina LLP Welcomes Robert A. Heinimann, Jr.
- Effective Estate Planning for Physicians: Tax and Liability Mitigation
- "A Client With A Surprise Seven-Figure Estate"
- "Firms Turn To Video To Tout Practice Areas"
- Murtha Cullina Rolls-Out “Murtha Minutes”
- Federal Gift & Estate Tax Law Changes
- November 29, 2012 - Suzanne Brown Walsh Interviewed by Time Magazine on Protecting Digital Data after Death
- Trusts & Estates: 2012 - Unique year-end planning opportunities
- Julia Mayer Kosinski Joins Murtha Cullina LLP
- Elizabeth L. Leamon Appointed Chair of the New Haven County Bar Association's Trusts, Estates & Probate Committee
- On Estate and Gift Taxation, Federal and State Tax Policy Part Company
- New Rules for Estate and Gift Taxes and the Vanishing Window of Opportunity
- Hell or High Water Estate Planning
- Protecting Your Estate
- Federal & Connecticut Estate Tax Update: "Are We There Yet? How About Now?"
- Connecticut Goes Rogue
- Succession Agreements for CPA Firms
- Connecticut's Estate Tax Reform Breaks the Mold
- Connecticut Revamps Its Estate and Gift Taxes: Taxpayer Relief and a Planning Opportunity
- Recent Changes in Federal and State Tax Laws Could Affect Estate Tax Exposure and Liability
- How Much Do We Need To Retire?
- In Front of Every Silver Lining is a Cloud
- August 1, 2018 - ACTEC Trust and Estate Talk Podcast: The Digital Will Revolution
- April 14, 2016 - Trusts and Estates Video News: Suzanne Brown Walsh on Special Needs Trusts In Estate Planning
- April 14, 2016 - Trusts and Estates Video News: Lisa Newfield on New York Estate Tax Law Changes
- April 14, 2016 - Trusts and Estate Video News: Robert A. Heinimann, Jr. on Estate Planning During Divorce (Part 1)
- April 14, 2016 - Trusts and Estates Video News: Robert A. Heinimann, Jr. on Estate Planning During Divorce (Part 2)
- March 14, 2015 - Suzanne Brown Walsh's 2014 "Online after death" Interview Rebroadcast on PBS NewsHour to Include Facebook Update
- June 6, 2014 - Suzanne Brown Walsh Interviewed For "Data After Death" Podcast
- Murtha Minutes: Second Marriages & Trusts
- Murtha Minutes: Choosing a Trustee
- Murtha Minutes: Defining Revocable & Irrevocable Trusts
- Murtha Minutes: Funding a Living Trust
- Murtha Minutes: Defining a Special Needs Trust
- Murtha Minutes: The Basics of a Trust
- February 19, 2019 - Suzanne Brown Walsh Presenting at a CLE for the CBA Elder Law Section
- January 2019 - Suzanne Brown Walsh Panelist for Bitcoin and Cryptocurrency Presentation at Heckerling Institute on Estate Planning
- November 7, 2018 - Suzanne Brown Walsh Speaking at Hawaii Tax Institute on E-Wills and Digital Estate Planning
- August 23, 2018 - Suzanne Brown Walsh Presenting on Tax Issues Raised by Cryptocurrencies at the IRS Estate and Gift CPE
- July 11, 2018 - Suzanne Brown Walsh presenting on Digital Assets at the 45th Annual Midwest-Midsouth Estate Planning Institute
- January 24, 2018 - Suzanne Brown Walsh Presenting on Electronic Wills at the Annual Heckerling Institute on Estate Planning
- November 29, 2017 - Alfred Casella Presenting at Joint CBA and Probate Assembly Seminar on "Probate Court Jurisdiction Over Revocable Trusts"
- November 9, 2017 - Lisa Newfield to present to the Planned Living Group on Estate Administration from Probate to Settlement
- October 31, 2017 - Lisa Newfield will present on ethics related to estate planning
- October 25, 2017 - Suzanne Brown Walsh Presenting at Delaware Trust Conference on Uniform Trust and Estate Acts
- June 27, 2017 - Robert Heinimann to present on "Revocable Living Trusts” at the Estate Planning from A to Z Seminar
- June 27, 2017 - Lisa Newfield will co-host The Community Foundation's Professional Advisor Happy Hour
- May 24, 2017 - Suzanne Brown Walsh to Present on "Fiduciary Access to Digital Assets" at Fiduciary & Investment Risk Management Association National Conference
- April 28, 2017 - Suzanne Brown Walsh Presenting at Ave Maria School of Law Estate Planning Conference
- April 27, 2017 - Suzanne Brown Walsh Presenting at National Academy of Elder Law Attorneys 2017 Annual Meeting
- April 27, 2017 - Lisa Newfield provided introductory remarks at the FCBA's Probate Judges Luncheon
- April 19, 2017 " Lisa Newfield presented on the administration of a NY estate (from probate to settlement of the estate).
- March 18, 2017 - Lisa Newfield presented on estate planning and charitable giving
- October 27, 2016 - Suzanne Brown Walsh will present on The Digital Assets Act at BNY Mellon Wealth Management
- September 20, 2016 - Suzanne Brown Walsh to speak at the CBA Elder Law Section on Revised UFADAA (Fiduciary Access to Digital Assets) in New Haven, CT
- September 19, 2016 - Suzanne Brown Walsh to present on Estate Planning for Digital Assets/ Revised UFADAA at the Tri-State Trust Forum in Portsmouth, NH
- September 15, 2016 - Suzanne Brown Walsh to present on "Digital Estate Planning" at the Financial Planning Association's Annual Conference - BE Baltimore 2016
- September 15, 2016 - Suzanne Brown Walsh will be a panelist on the "Estate Planning Today" roundtable at the Financial Planning Association's Annual Conference - BE Baltimore 2016
- September 13, 2016 - Suzanne Brown Walsh will present a webinar entitled "The Latest and Greatest in Planning for and Administration of Digital Property" for the ACTEC-ALI
- August 30, 2016 - Suzanne Brown Walsh will be part of the Financial Planning Association's Annual Conference (“FPA BE”) Preview webinar
- June 24, 2016 - Lisa Staron will be presenting "Establishing Residency "Tax Me If You Can: Cutting Ties and Establishing New Domicile"at the semi-annual Sacred Heart University Tax Institute in Fairfield, CT.
- Estate Planning Considerations for Animal Owners
- Estate Planning Implications of Marriage and Divorce
- Wealth Planning for LGBT Couples
- A Guide to Probate Accountings
- Planning Opportunities After the 2010 Tax Relief Act
- The Probate Process from Start to Finish
- Beyond One Day at a Time