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Publications


  2026

February 2026 Client Alert

As mentioned in past Client Advisories, the Connecticut Uniform Trust Decanting Act ("CUTDA") became effective on January 1, 2025, and is another recent step that the State of Connecticut has taken in making its trust laws more flexible.
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  2025

October 2025 Client Alert

As mentioned in past Client Advisories, the Connecticut Uniform Trust Decanting Act ("CUTDA") became effective on January 1, 2025, and is another recent step that the State of Connecticut has taken in making its trust laws more flexible.
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September 2025 Client Alert

The One Big Beautiful Bill Act ("OBBBA") recently signed by President Trump made permanent several provisions of the Tax Cuts and Jobs Act ("TCJA") that were set to expire on December 31, 2025, as well as adding or modifying provisions that may impact your tax planning. OBBBA is a massive bill, and we are highlighting only some of its more notable provisions.
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JUNE 2025 CLIENT ADVISORY

As the New England calendar turns from Winter to Spring, we look forward to the warming weather, being outdoors, and for many, celebrating our high school graduates. A number of these students have turned 18 and are now adults. Therefore, a question clients often ask is what legal authority does a parent have with respect to a child who has turned 18.
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2025 Client Alert

Best wishes for a happy and healthy start to 2025! This year promises to be an eventful year from a tax perspective.
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  2024

JAANUARY 2024 CLIENT ADVISORY

All of us at Blair & Potts wish you and your families a healthy, happy and prosperous 2024. As is our custom at the start of the new year, we thought we would summarize changes in the tax laws that you should consider when reviewing your own estate plans.
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  2023

Trust & Estates Advisory - January 2023

All of us at Blair & Potts wish you and your families health and happiness in 2023. January 4 marked the 30th anniversary of the date Arthur G. Potts, Jr. and Nancy E. Blair started the firm!
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  2022

Trust & Estates Alert

There were several tax proposals in 2021 that, if enacted, would have reduced federal exemptions or reduced the efficacy of certain types of trusts.
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  2020


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  2016


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  2012


  2011


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  2009


  2008

Introduction to Estate Planning

Estate planning is a highly personal process of creating, and then maintaining, arrangements for managing your assets during your lifetime and then disposing of them at death.
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