Squillace & Associates, P.C. and Carey Olsen Jersey LLP jointly represented Brown Brothers Harriman Trust Company, N.A. to address an international tax dispute that spanned from the U.S. to the Isle of Jersey.

We’re happy to report our most recent firm updates, which includes a few new faces and a new credential for our Founder and Principal.

The time of year has us reflecting on the past year and, again, we continue to be grateful for the trust and confidence you place in us. We are fortunate to have you in our lives and continue to enjoy the work we do.

We are happy to announce that we’ve been recognized as being among the top 5% of firms nationwide for our tax and estate planning capabilities. As a result, Forbes and Fortune magazines have included a feature on the firm that we wanted to share with you.

Under President Biden’s “Billionaire Minimum Income Tax” proposal, individuals with a net worth of more than $100 million would at death be paying what amounts to a double tax on capital gains, according to Scott. Read the full article at ThinkAdvisor to understand what this means and, more importantly, whether or not Scott believes this will become law.

Our own Brett J. Barthelmeh, Esq., AEP® and Heather A. Reid, Esq. co-authored a chapter in Estate Planning Strategies: Collective Wisdom, Proven Techniques, focused on noncitizen spouses and the qualified domestic trust.

We are writing in regard to the recent Supreme Court decision, Dobbs v. Jackson Women’s Health, issued on June 24th and how it may impact the LGBTQ community.

Kelli oversees the firm’s day-to-day operations and works closely with the firm’s principal and partners to carry out our initiatives and projects.

In light of the continuing pandemic, we are continuing to take steps to ensure the safety of our visitors and employees.

Our founder, Scott E. Squillace, Esq., AEP®, was recently honored by the Boston Estate Planning Council by receiving its highest award, the BEPC Excellence Award, on Tuesday, September 14, 2021.

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