Attorney Matt Getty has been appointed by the Vermont Supreme Court to serve on the Advisory Committee on the Rules of Probate Procedure, aka the Probate Rules Committee. This will be a great opportunity to serve the bar and the public in keeping our probate system up to date, efficient, and fair to all concerned. […]
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PPP Loan Risks
Kudos to the government for trying to act quickly, but the PPP loan program has a lot of potential pitfalls, some of which are discussed in this article from Bloomberg: https://www.bloomberg.com/news/articles/2020-05-11/small-firms-join-rush-to-return-bailouts-after-rules-revisions?utm_campaign=news&utm_medium=bd&utm_source=applenews
A Little Motivation
The Rutland Herald published the article below yesterday from the AP about people focusing on their estate planning during the pandemic. If you are bored (or even if you are not) this is a great thing to check off your list for your family. The State of Vermont has been working on legal updates to […]
We Love Dogs!
We welcome you AND your dog to our office. Any well-behaved dog on a lead is welcome to come into the office with you for your appointment. Dogs are loyal friends and close companions who comfort us in times of stress. If you would like your dog with you at your appointment just let us know. We […]
PLANNING FOR THE VERMONT ESTATE TAX – A DELICATE BALANCING ACT
By: Ron Morgan In recent years, there have been significant, and frequent, changes to both federal and Vermont estate and gift tax laws, and there is no sign that there will not be more changes in the foreseeable future. In this post, I will attempt to set out a framework for considering transfer tax minimization […]
Dot and Ted – A Poet Takes on Alzheimer’s Disease
Dot and Ted – A Poet Takes on Alzheimer’s Disease
Vermont Probate Small Estate Procedure
By: Matt Getty Legislation has been introduced in the Vermont House to increase the value threshold for implementing the “small estate” procedure in probate. This bill will ease the administration of estates in certain circumstances. An executor or administrator would still have a number of tasks and legal responsibilities, and the streamlined procedure would still […]
Vermont Property Transfer Tax: Sale of Controlling Interest in Legal Entity
By: Matt Getty and Ron Morgan The Vermont State Senate is considering a bill, S.67, that would extend the scope of the Property Transfer Tax to apply to the sale of 50% or more of a corporation or other legal entity that owns real property in Vermont. Currently, the Property Transfer Tax is imposed on […]