INSIGHTS | By: May Theobalt | April 22, 2024
What is a trust? Often time people think that trusts are reserved for the ultra-wealthy only. For many of us the word “trust” makes us think of trust fund kids who have seemingly won the genetic lottery. However, a trust can serve many different purposes and are,...INSIGHTS | By: May Theobalt | August 11, 2022
One of the primary questions people have about trusts is, what is the difference between an irrevocable trust and a revocable trust (sometimes called a “living trust”)? The surface level answer, not to be flippant, is one is revocable, and one is not revocable, or in...INSIGHTS | By: Christopher D. Kelley | October 15, 2021
In a landmark decision from the Appellate Division Second Department, Partner, Christopher Kelley achieved a winning result for our client establishing in a case of first impression who really is a “stranger” when considering the “Stranger To The Deed rule.” The...COMMUNITY INVOLVEMENT | October 5, 2021
Bernadette Tuthill, Partner, is the VP of the North Fork Breast Health Coalition and a Co-Chair of the annual 5K Walk For Breast Cancer Awareness to raise funds for the Coalition’s programs, including grants, and free services and products for breast cancer survivors...COMMUNITY INVOLVEMENT | September 19, 2021
Partner Bernadette E. Tuthill is Vice President of the North Fork Breast Health Coalition (NFBHC) and Co-Chair of the organization’s 23rd Anniversary 5K Walk for Breast Cancer Awareness to raise money to support the services provided by the NFBHC to residents of the...INSIGHTS | By: | May 14, 2021
Most people should have a will, but it’s rarely the most significant estate planning document an individual holds. Many of a typical household’s assets, such as retirement accounts, can be transferred outside of a will by naming beneficiaries, and...NEWS | April 24, 2021
John Shea is a Senior Partner with the firm practicing in the areas of commercial litigation, corporate counseling, real estate transactions and development, environmental law, construction contracts and litigation, and estate planning for high net worth individuals....NEWS | January 20, 2021
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...INSIGHTS | By: | July 22, 2020
Fans of the Showtime series “Billions” may recall seeing in episode four of season five, aptly entitled “Opportunity Zone”, the show’s protagonist, Bobby “Axe” Axelrod, do battle with season five’s new nemesis, Michael Prince, over the chance to invest in an...INSIGHTS | By: | July 15, 2020
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...HOW THE LATEST COVID-19 NEWS CAN AFFECT YOU | April 10, 2020
By Daniel R. Bernard, Associate Once again, as you read this article, I hope you and your family are well. I am writing this article as partial update to my article entitled “Estate Planning During the Novel Coronavirus Pandemic”, wherein at the end of the article I...INSIGHTS | By: | January 3, 2020
It is not uncommon for someone to transfer their personal residence into a trust. Many people may be familiar with the concept of transferring their personal residence to an irrevocable Medicaid type trust, in order to begin the clock ticking on the five year look...Twomey Latham has enjoyed a steady rate of growth since it was established in 1973.
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