Insights

Update Memo: Court Issues Nationwide Injunction Against the CTA, and DOJ Appeals

On Tuesday, December 3, 2024, a U.S. District Court in Texas issued a nationwide order enjoining enforcement of the Corporate Transparency Act (“CTA”) and setting aside the filing deadline. Immediately following on Friday, December 6, the U.S. Department of Justice (“DOJ”) filed an appeal to the Fifth Circuit Court of Appeals.

31 Choate Attorneys Named to Massachusetts Supreme Judicial Court 2023 Pro Bono Honor Roll

31 Choate attorneys have been recognized by the Massachusetts Supreme Judicial Court’s Pro Bono Honor Roll for distinguished service by providing volunteer legal services for those most in need.

IRS Releases Annual Inflation Adjustments for Tax Year 2025

The Internal Revenue Service (IRS) has released annual inflation adjustments for 2025. They include increased gift, estate, and generation-skipping transfer (GST) tax exemptions and annual gift tax exclusions, and new income tax brackets.

How U.S. Presidential Elections Impact the Economy and the Stock Market

In this episode of Choate’s Family Office podcast series, Diana Malcom, Managing Director of Choate Investment Advisors, and Christine Wright, Portfolio Manager of Choate Investment Advisors, discuss how U.S. Presidential elections have historically impacted the stock market and overall economy and how that applies to a potential Trump or Harris administration in 2025.

Choate Wealth Given Top Ranking in Chambers High Net Worth 2024

Choate Wealth is ranked as a Band 1 Massachusetts Private Wealth Law practice in the 2024 edition of Chambers High Net Worth (HNW), along with nine partners receiving local and national rankings.

Demystifying Private Investments

In this episode of the Choate Family Office Services Podcast Series, Lanny Thorndike, President of Choate Investment Advisors, and Alison Svizzero, a Portfolio Manager and Head of Private Equity, explore the potential benefits of private equity investments for families looking to diversify their portfolios.

Update Memo: Corporate Transparency Act

In anticipation of fourth quarter activity by companies in response to the Corporate Transparency Act (“CTA”), which came into effect on January 1, 2024, this memo provides an update from our initial communication.

Cameron Casey Speaking at MCLE Annual Nonprofit Law Conference

Cameron Casey will be speaking on the panel, "Choice of Entity," at Massachusetts Continuing Legal Education (MCLE) New England's 25th Annual Nonprofit Law Conference on Wednesday, May 15, 2024.

Marc Bloostein and Renat Lumpau Speaking at MCLE Estate Planning Conference

Renat Lumpau and Marc Bloostein are speaking at the Massachusetts Continuing Legal Education, Inc. (MCLE) New England's 25th Annual Estate Planning Conference on Tuesday, April 23rd.