Brittany A Yodis

July 25, 2023 | The Legal Intelligencer

Planning strategies that protect a child's inheritance from divorce should be incorporated into every parent's estate plan.

By Justin H. Brown and Brittany A. Yodis

9 minute read

May 03, 2023 | The Legal Intelligencer

The United States has specific income tax rules for noncitizen nonresidents (NCNRs), and it has an entirely different estate and gift tax regime for NCNRs, creating traps for the unwary cross-border client.

By Justin H. Brown and Brittany A. Yodis

7 minute read

January 31, 2023 | The Legal Intelligencer

Although last year has come to a close, fiduciaries still have some tools at their disposal that they can use to minimize last year's tax bill to estates, trusts and beneficiaries.

By Justin H. Brown and Brittany A. Yodis

8 minute read

December 29, 2022 | The Legal Intelligencer

Early and often estate planning is essential for business owners and entrepreneurs. With proper planning, business owners and entrepreneurs can save themselves time and expense in the future, and position themselves for extraordinary success as their business grows.

By Justin H. Brown and Brittany A. Yodis

8 minute read

September 07, 2022 | The Legal Intelligencer

Just when planners began to feel more secure with the SECURE Act, on Feb. 23, the Internal Revenue Service issued proposed regulations that were aimed at clarifying the provisions of the SECURE Act but which surprised many planners with new interpretations of the SECURE Act.

By Justin H. Brown and Brittany A. Yodis

8 minute read

July 28, 2022 | The Legal Intelligencer

Anyone who has ever taken a ride on a roller coaster knows that what goes up must come down. Gravity is the force that keeps us grounded and assures that nothing strays too far from earth. Interest rates, however, are not subject to the laws of gravity, and as inflation continues, interest rates will continue to defy gravity.

By Justin H. Brown and Brittany A. Yodis

8 minute read