Russo, Christina
Martielli, Marina M.
Mott, Peter M.
Drago, Bryan
Bryan Drago Elevated to Partner
Twomey, Latham, Shea, Kelley, Dubin & Quartararo, LLP has announced that Bryan Drago has been elevated to Partner. Mr. Drago’s legal practice focuses on estate planning, taxation, charitable giving and tax-exempt organizations, business succession planning, as well as elder law and long-term care planning. His taxation practice has also included handling multiple disclosures of unreported […]
Probate: What is it? Why to Avoid it and How
Often times when I meet with clients one of their primary goals of implementing an estate plan is to avoid the “death tax.” I will share with you the same two pieces of good news I share with those clients. First, we do not have a “death tax” in the United States. It is true […]
The New Tax Math for People Living in High-Tax States
Daniel Bernard was quoted in a Wall Street Journal article in regard to people leaving states with high state and local taxes for states with low to no state and local tax states. Daniel was quoted as saying, “‘New York is very aggressive with residency audits. They can collect about $200 million a year this […]
North Carolina v. Kaestner: The Recent US Supreme Court Case on State Fiduciary Income Tax
The end of June is an exciting time in the United States Supreme Court, because the Court issues many of its opinions on the cases heard during that term, before recessing until the first Monday in October. This past term was especially rare, as the Court heard a trusts and estate case. On June 21, […]
Does My College Student Need a Health Care Proxy and Power of Attorney?
In New York State when a person reaches age 18, typically high school graduation age, that person is now considered an adult. This means that parents are no longer given access to their children’s financial, health and school records, without the consent of their now adult child. For this reason it is essential for parents to advise their children to sign a health care proxy and a power of attorney, before dropping them off on campus.
