Client Alerts

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“The New Federal Estate Tax Laws – Permanent?”
April 2013

In January, the President signed the American Taxpayer Relief Act of 2012, which among other things, permanently raised the federal estate, gift and generation skipping transfer tax exemptions to $5,000,000, indexed for inflation. It also set the estate tax rate at 40%.

“Mortgagee and Mortgagor Standing and the Servicemembers’ Civil Relief Act”
April 2013

The Massachusetts Supreme Judicial Court, in HSBC Bank USA, N.A., Trustee v. Jodi B. Matt, No. 11101 (Jan. 14, 2013)

“Nonprofit “To Do List” for 2013”
March 2013

Kimberly I. McCarthy

Whether you run a nonprofit or serve on the board, you have a responsibility to make sure your organization is both in compliance and in shape to weather any storm or to take advantage of growth opportunities.

“New Background Check Forms Required under the FCRA”
February 2013

Michael A. Gamboli
Kimberly I. McCarthy
Alicia J. Samolis

The Fair Credit Reporting Act (“FCRA”) provides guidelines which must be followed in order for employers to gather certain information about employees or applicants.

“Antitrust and Trade Regulation Briefing February 2013”
February 2013

Robert K. Taylor

An antitrust case between American Express and its participating retailers will soon test how far an arbitration clause can go in limiting potential class action suits.

“Employer Beware - Automatic termination policies are illegal. Just ask Sears.”
February 2013

Michael A. Gamboli
Kimberly I. McCarthy
Alicia J. Samolis

Qualified employees with a disability are entitled to a reasonable accommodation from their employer to enable them to perform the essential functions of their job.

“Federal Estate Tax Laws Allow Planning Opportunities - Finally!”
February 2013

For over a decade, the federal estate tax law has changed from year to year. The rates have risen and fallen. The federal estate tax exemption went from $650,000 to $1,000,000.

“Make a New Year’s Resolution to Review Your Estate Plan in 2013”
January 2013

Each year, at this time, we remind our clients of the importance of keeping their estate planning documents up to date.

“Beware: Deceptive Corporate Compliance Notices”
January 2013

Alexandra W. Pezzello

It has come to our attention that numerous Rhode Island corporate clients have received by mail

“Important Rhode Island Filing Deadline Approaching for Appealing Property Tax Assessment”
January 2013

Jeffrey H. Gladstone

January 31st marks an important deadline for all non-tax-exempt property owners in Rhode Island.


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