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Getty Appointed to the Probate Rules Committee

July 13, 2020 By McCann Morgan & Getty Leave a Comment

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. […]

Filed Under: Other, Probate

PPP Loan Risks

May 11, 2020 By McCann Morgan & Getty Leave a Comment

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

Filed Under: Other

A Little Motivation

May 8, 2020 By McCann Morgan & Getty Leave a Comment

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 […]

Filed Under: Estate Planning, Life Planning, Probate

We Love Dogs!

December 11, 2019 By McCann Morgan & Getty Leave a Comment

 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 […]

Filed Under: Other

PLANNING FOR THE VERMONT ESTATE TAX – A DELICATE BALANCING ACT

August 26, 2019 By McCann Morgan & Getty Leave a Comment

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 […]

Filed Under: Other Tagged With: estate planning, estate tax, income tax, vermont

Dot and Ted – A Poet Takes on Alzheimer’s Disease

April 12, 2019 By McCann Morgan & Getty Leave a Comment

Dot and Ted – A Poet Takes on Alzheimer’s Disease

Filed Under: Other Tagged With: Alzheimers, Alzheimers Disease, Coping with Alzheimers Disease

Vermont Probate Small Estate Procedure

February 26, 2019 By McCann Morgan & Getty Leave a Comment

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 […]

Filed Under: Probate Tagged With: probate, vermont

Vermont Property Transfer Tax: Sale of Controlling Interest in Legal Entity

February 25, 2019 By McCann Morgan & Getty Leave a Comment

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 […]

Filed Under: Tax Tagged With: property transfer tax, vermont

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