News & Insights

Revocable Trusts

A Private Clients Group White Paper

A “trust” is a legal entity created to own, manage and eventually dispose of property.  A trust involves a legal relationship between three parties:  the “Grantor” (often also referred to as the “Settlor”), the “Trustee” and the “Beneficiary.” 

Client Alert - Estate, Gift and Generation-Skipping Transfer Tax

January 2013

On January 2, 2013, the Federal Government enacted the American Taxpayer Relief Act of 2012 (the “2012 Tax Act”) changing, among other things, the estate, gift and generation-skipping transfer (“GST”) tax regime once again.  

Daniel P. Fitzgerald Named One Of "40 Under 40" By Fairfield County Business Journal

June 4, 2012

Fairfield County Business Journal and more than a dozen business organizations and chambers of commerce organized a competition to select 40 business executives who have demonstrated extraordinary leadership qualities, an ongoing commitment to personal and professional development and outstanding professional accomplishments.