Estate Planning Integrating Opportunity Zone Investments and Estate Planning February 20, 2026 - As part of the Opportunity Zone program, Qualified Opportunity Funds can provide significant financial and tax benefits. At the same time, owners of these funds… Paul Chmielewski, Partner
Estate Planning Simple Ways to Help Avoid Probate: Revocable Living Trusts and More November 18, 2025 - Probate is the legal process through which a deceased person’s estate is administered and distributed. While it serves an important function, it can also be… Paul Chmielewski, Partner
Estate Planning The Power of Substitution October 2, 2025 - The grantor trust is a popular estate planning tool that allows assets to be removed from an estate while still being taxed to the grantor.… Paul Chmielewski, Partner
Estate Planning Estate Planning Tax Strategies with the One Big Beautiful Bill Act September 22, 2025 - The One Big Beautiful Bill Act extended the 2017 tax cuts set to expire at the end of 2025, but several new tax provisions were… Paul Chmielewski, Partner
Estate Planning How to Manage Financial Matters After the Death of a Loved One August 18, 2025 - When a loved one passes, it can feel like the world has caved in around you. If you are overwhelmed, it may be of some…
Estate Planning Video: Navigating Special Needs Trusts July 7, 2025 - Learn how special needs trusts can provide long-term financial stability and preserve public benefits for individuals with physical or mental disabilities.
Estate Planning How to Pass Down Prized Jewelry, Art, and Cars May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures. Natalia Tchetchoulina, Partner
Estate Planning 10 Ways to Protect the Wealth You Have Built May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to… Paul Chmielewski, Partner
Estate Planning Estate Planning During Times of Market Volatility March 25, 2025 - Market volatility isn’t just a challenge—it’s an opportunity. From gifting strategies and GRATs to Roth conversions and tax-loss harvesting, downturns can create unique financial planning… Paul Chmielewski, Partner
Estate Planning What Is “One Big Beautiful Bill” and What Does It Have to Do With Estate Planning? March 12, 2025 - The potential expiration of 2017 tax cuts has created uncertainty around estate tax planning. Our latest Insight explores how the proposed “one big, beautiful bill”… Paul Chmielewski, Partner
Estate Planning Special Needs Trusts: The Fundamentals December 5, 2024 - Special needs trusts (SNTs) help families provide for loved ones with disabilities while safeguarding eligibility for critical government benefits. Paul Chmielewski, Partner
Estate Planning Why State Taxes Matter in Estate Planning November 11, 2024 - On January 1, 2026, the federal estate tax exemption amount is scheduled to automatically decrease from $13.99 million per person (in 2025) to approximately $7… Paul Chmielewski, Partner
Estate Planning Trusts as IRA Beneficiaries April 16, 2024 - There are a number of things to consider before naming your trust as the beneficiary of your IRA. Since the passage of the Setting Every… Paul Chmielewski, Partner
Estate Planning The Sunset is Not Worth Waiting For April 5, 2024 - Estate Tax Planning Strategies in 2024: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts… Paul Chmielewski, Partner
Estate Planning 2024 Gift, Estate, and GST Tax Changes December 4, 2023 - Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024. Paul Chmielewski, Partner
Individuals and Families What the Iran Conflict Means for Your Portfolio March 2, 2026 - The recent events in Iran introduced considerable uncertainty to the trajectory for global economies and financial markets. As is typical with geopolitical issues in the…
Economic and Market Outlooks Video: March 2026 Economic and Market Outlook March 4, 2026 - While 2026 has so far brought unsettling market volatility and mixed signals from former leaders like Microsoft, Amazon, and Meta, Partner and Chief Market Strategist…
Individuals and Families The 1031 Exchange Market: From Transactional Tax Deferral to Institutional Portfolio Strategy March 5, 2026 - The 1031 exchange, named after Section 1031 of the Internal Revenue Code, is a powerful tax-deferral strategy that allows real estate owners to defer capital…