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PUBLICATIONS

Attorney Ken Brier was consulted in a Bloomberg News article, “Here’s the Trump tax loophole your accountant can blow wide open,” published online on February 5, 2018 at MSN Money regarding the concept of employee leasing for service businesses.

Attorney Ken Brier authored an article in the September 25, 2017 issue of Massachusetts Lawyers Weekly titled “Joint revocable trusts: blessing or bane?”  He explores the benefits and potential pitfalls of Joint Revocable Trusts relative to what a couple hopes to accomplish by establishing one, and how well it fits or does not fit into an overall estate plan.

Attorney Ken Brier authored an article in the June 27, 2017 issue of Family Wealth Report titled “Buying a Piece Of The American Pie – Structuring Foreign Ownership Of A US Residence.”  It addresses what options exist for foreigners seeking to buy U.S. real estate relative to the factors of federal and state income taxes, estate and gift taxes, and the laws of the foreigner’s home country.

Attorney Ken Brier was quoted in an article in the June 17-18 issue of The Wall Street Journal titled “More States Are Killing the Estate Tax.”  It addresses the recent trend of states eliminating or lowering their estate taxes to keep pace with federal estate-tax exemption and exemptions in neighboring states, and also examines the situation in several states including Massachusetts and Oregon which have not yet eliminated or lowered their estate taxes.

Attorney Ken Brier teamed up with his son, Attorney Michael Brier, to co-author an article in the October 6, 2016 issue of Massachusetts Lawyers Weekly entitled, “Litigation settlements: Don’t forget the tax aspects.”  The authors discuss the importance of early analysis of tax implications in the settlement process outlining different tax outcomes and aspects depending upon the type of settlement and stages of litigation.

Attorney Ken Brier authored an article in the Fall 2016 issue of Massachusetts Family Busness entitled, “Estate Planning for the Family Business Owner Requires Special Knowledge.”  It addresses why it is critical for family business owners to have a well-executed and current estate plan and four specific areas that they should pay particular attention to in their estate planning process.

Attorney Ken Brier was quoted in an article in the March 9, 2016 issue of Forbes titled “Executors, Inheritors, Lawyers Flummoxed by New IRS Forms.”  It addresses confusing aspects of the new law concerning Form 8971 Schedule A.  See More >

NEWS & EVENTS

UPCOMING SEMINAR:  Please join Attorney Kate Constantino at a free seminar “Estate Planning (Wills & Trusts),” on Wednesday, May 30th, 7:00-8:00PM at The Southborough Community House, 28 Main Street, Southborough, MA.  Kate will discuss core estate planning documents, guardianship for minor children, asset protection strategies, and how to avoid common estate planning pitfalls.   Please RSVP to Katie Va at kva@brierganz.comSee the flyer >

Attorney Perry Ganz presented free seminars open to the public entitled “WILLS & TRUSTS 101”  in Wellesley, MA on March 26, 2018 and Monday April 2, 2018.

Attorney Ken Brier lead a kickoff presentation, “Embracing Uncertainty in Planning in Volatile Times,” for the Norfolk & Plymouth Estate and Business Planning Council on Tuesday, September 19, 2017.  Ken’s presentation highlighted his perspectives on flux as a permanent backdrop to estate and business planning, possible overhaul of the “death tax” system, why uncertainty is a planner’s friend, lifetime giving, and building maximum flexibility into planning arrangements and documents.  See Presentation Handout >

Attorney Kate L. Constantino presented a free seminar entitled “Estate Planning (Wills & Trusts)” to the general public on June 15, 2017 at The Southborough Community House, Southborough, MA.  She discussed common Estate Planning errors, asset protection strategies, estate tax reduction strategies, and avoiding probate.

Attorney Perry Ganz presented on a panel discussion, “Estate Planning in an Income Tax Planning World” in Wellesley, MA on January 28, 2016.

 

Client Alerts

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