Wilmington, DE (April 19, 2021) McCollom D’Emilio Smith Uebler LLC Managing Member Matthew P. D’Emilio spoke at the Foundations of Delaware Trusts’ live Q&A event, “Estate Planning Strategies to Minimize Taxes and Control Wealth Transfer.” D’Emilio presented alongside Mark Doyle, Principal, Fiduciary Counsel, Bessemer Trust Company of Delaware, N.A

Topics included an overview of existing wealth transfer taxes, a discussion regarding possible upcoming changes to those taxes, and a review of various wealth transfer strategies available to clients to reduce or eliminate the imposition of tax.

The session was hosted by the Delaware Financial Education Alliance, an organization that provides financial literacy education targeted to persons of low- and moderate-income in the State of Delaware through a variety of educational programs designed to promote economic development and stability.

About McCollom D’Emilio Smith Uebler

McCollom D’Emilio Smith Uebler is a Wilmington-based law firm specializing in trusts, estates, and tax; business transactions; and litigation. With a commitment to responsiveness, strategic thinking, and efficiency, the firm represents both corporate and individual clients in transactional and litigation matters. The firm was founded in 2018.

Wilmington, DE (April 1, 2021) – McCollom D’Emilio Smith Uebler LLC (MDSU), a Wilmington-based law firm specializing in trusts, estates, and tax; business transactions; and litigation, announced Kathleen A. Murphy has joined as Counsel.

Murphy will be a key member of the firm’s corporate and fiduciary litigation group and will add value to the firm’s ability to advise on all corporate, business, and trust litigation matters. She has participated in all aspects of litigation in the Delaware Supreme Court, Court of Chancery, and Superior Court. Murphy has been published in the American Bar Association’s Annual Review of Developments in Business and Corporate Litigation several times.

“I am thrilled to be joining McCollom D’Emilio Smith Uebler,” said Murphy. “It is a privilege to join the firm and I look forward to growing with the corporate and fiduciary litigation practice.”

“Kathleen will be a great addition to the team, and we look forward to seeing her contributions,” said Matthew D’Emilio, managing member at MDSU. “Her extensive background in corporate and commercial matters will be a great asset to the practice.”

Previously, Murphy served as a Commercial Litigation Associate at Morris James LLP, Buchanan Ingersoll & Rooney PC, and Reed Smith LLP.  Murphy began her career as a law clerk for the Honorable Joseph R. Slights, III of the Superior Court of Delaware.  Murphy received her J.D. from the University of Richmond School of Law in 2007, where she was the associate editor of The Richmond Journal of Law and Public Interest. She received her B.A. from The Catholic University of America in 2003.

About McCollom D’Emilio Smith Uebler

McCollom D’Emilio Smith Uebler is a Wilmington-based law firm specializing in trusts, estates, and tax; business transactions; and litigation. With a commitment to responsiveness, strategic thinking, and efficiency, the firm represents both corporate and individual clients in transactional and litigation matters. The firm was founded in 2018.

The MDSU team supports a local pediatric nursing facility.

WILMINGTON, DE (December 16, 2020) – McCollom D’Emilio Smith Uebler LLC  (MDSU) recently participated in the Primerus Day of Service by completing a winter accessory drive, by collecting hats, mittens, gloves and scarves for more than 40 children receiving treatment at Exceptional Care for Children, a pediatric skilled nursing facility in Delaware.

The Primerus Global Day of Service is focused on uniting 170-member law firms in giving back to their local communities. MDSU was excited to participate in the event and support an important local cause.

Exceptional Care for Children provides transitional, long term and palliative care to young people who are medically fragile and technology-dependent. It is the first and only facility of its kind in Delaware, and one of few in the United States.

MDSU is proud to volunteer in its community and embody Primerus’ mission of being “Good People Who Happen to be Good Lawyers.”

About McCollom D’Emilio Smith Uebler

McCollom D’Emilio Smith Uebler is a Wilmington-based law firm specializing in trusts, estates, and tax; business transactions; and litigation. With a commitment to responsiveness, strategic thinking, and efficiency, the firm represents both corporate and individual clients in transactional and litigation matters. The firm was founded in 2018.

About Primerus

The International Society of Primerus Law Firms is a society of top-rated, independent, small to medium-sized law firms that have earned the right to display the Primerus seal of quality. With nearly 200 law firms and thousands of lawyers in the society located in 50 countries around the globe, Primerus provides clients easy access to the right lawyer, with the right skills, in the right location, and at the right cost.  Primerus seeks out, accepts, and retains only the best firms for membership. Each firm is screened to ensure its commitment to excellence, and once approved for membership, every Primerus firm is audited annually to ensure that the legal services they continue to provide to clients are of a consistently high quality, year after year.

WILMINGTON, DE (December 2, 2020) – McCollom D’Emilio Smith Uebler LLC partner Jennifer Smith spoke on a Delaware Tax Institute panel, providing an update on Estate Planning. Smith presented alongside W. Donald Sparks, II of Richards Layton & Finger and Daniel F. Hayward of Gordon Fournaris & Mammarella.

The Delaware Tax Institute has a long history of collaboration between local attorneys and other financial services professionals and is co-sponsored by Widener University Delaware Law School, the Society of Financial Service Professionals–Delaware Chapter, and the Delaware State Bar Association.

This year’s event was held over the course of two days via Zoom.

About McCollom D’Emilio Smith Uebler

McCollom D’Emilio Smith Uebler is a Wilmington-based law firm specializing in trusts, estates, and tax; business transactions; and litigation. With a commitment to responsiveness, strategic thinking, and efficiency, the firm represents both corporate and individual clients in transactional and litigation matters. The firm was founded in 2018.

About the Delaware Tax Institute

The Delaware Tax Institute is an annual event held each fall.  The Institute has a long and distinguished history (over 49 years) of collaboration and educational exchange between attorneys, accountants, and financial services professionals.  We annually survey changes in federal and state tax laws and engage in long-term planning discussions about federal and state tax issues affecting individuals, business entities, and nonprofit organizations.  The Institute offers CLE and CPE credits.

Wilmington, DE (November 23, 2020) – McCollom D’Emilio Smith Uebler LLC (MDSU), a Wilmington-based law firm specializing in trusts, estates, and tax; business transactions; and litigation, announced Tara Hersh has joined as an Associate. In this role, Hersh will be responsible for counseling both individual and corporate trustees in all matters related to trusts and estates, including trust modifications, terminations, mergers, decantings, nonjudicial settlement agreements, and trust situs changes.

“I am looking forward to joining the team at MDSU,” said Hersh. “It is both exciting and a privilege to be a part of the firm’s growth.”

“Tara will be a valuable addition to our team.  We’re confident that her knowledge and prior experience will enable her to assist our clients,” said Matthew D’Emilio, managing member at MDSU. “We are very grateful to be in a position to continue growing our trusts and estates team during these unprecedented times.”

Previously, Hersh was an Associate Attorney in the Estates Practice Group for MacElree Harvey, Ltd. In this role, she counseled clients on various legal matters including estate planning and administration, trust administration and termination, probate avoidance, and asset alignment.

Hersh graduated from Wilmington University with a Bachelor of Science in Finance and Accounting. She received her J.D. from George Mason University School of Law in 2018.

About McCollom D’Emilio Smith Uebler

McCollom D’Emilio Smith Uebler is a Wilmington-based law firm specializing in trusts, estates, and tax; business transactions; and litigation. With a commitment to responsiveness, strategic thinking, and efficiency, the firm represents both corporate and individual clients in transactional and litigation matters. The firm was founded in 2018.

WILMINGTON, DELAWARE (November 10, 2020) – McCollom D’Emilio Smith Uebler LLC partner Jennifer Smith spoke Monday at the Advanced Estate Planning Institute, part of the virtual Maryland State Bar Association’s (MSBA) Legal Excellence Week.

Smith presented with Kalimah Z. White, a Senior Trust Advisor at TD Wealth. White holds over 14 years of Delaware trust experience and offers her advice to high net worth individuals and institutional clients. Smith and White discussed the tax benefits of Delaware trusts, the availability of directed trusts, asset protections trusts, and various nonjudicial methods of trust modification with attendees.

This is the first time Smith presented at MSBA’s Legal Excellence Week, which offers over 21 CLE credits in over 30 hours of learning on a virtual platform. The conference began on November 9 and continues through the week.

About McCollom D’Emilio Smith Uebler

McCollom D’Emilio Smith Uebler is a Wilmington-based law firm specializing in trusts, estates, and tax; business transactions; and litigation. With a commitment to responsiveness, strategic thinking, and efficiency, the firm represents both corporate and individual clients in transactional and litigation matters. The firm was founded in 2018.

About the Maryland State Bar Association

The Maryland State Bar Association is a voluntary bar association, with a mission to represent Maryland’s lawyers, to provide member services and to promote professionalism, diversity in the legal profession, access to justice, service to the public, and respect for the rule of law. The MSBA was established in 1896 and is directed by a 43-member Board of elected Governors.

WILMINGTON, DE (October 15, 2020) – McCollom D’Emilio Smith Uebler LLC partner Jennifer Smith graduated as a member of the inaugural class of the Mid Atlantic Fellows Institute (MAFI) created by the American College of Trust and Estate Counsel (ACTEC) last week.

Smith participated in two two-day sessions in New York and Philadephia in September and November of 2019, respectively, and five half-day virtual sessions from September to early October 2020.  The sessions covered a wide range of trusts and estates topics, including Fiduciary Tax Reporting, Generation-Skipping Transfer Tax, Ethical Challenges and the latest in Fiduciary Litigation. As part of the inaugural class, Smith will be part of the Institute’s directory of leaders and a resource for incoming members.

The MAFI was created by Fellows of the ACTEC to develop the profession’s future leaders through a series of in-depth education presentations led by outstanding subject matter experts in each field.

About McCollom D’Emilio Smith Uebler

McCollom D’Emilio Smith Uebler is a Wilmington-based law firm specializing in trusts, estates, and tax; business transactions; and litigation. With a commitment to responsiveness, strategic thinking, and efficiency, the firm represents both corporate and individual clients in transactional and litigation matters. The firm was founded in 2018.

About ACTEC

Established in 1949, The American College of Trust and Estate Counsel (ACTEC) is a national, nonprofit association of approximately 2,500 lawyers and law professors from throughout the United States and abroad. ACTEC members (Fellows) are peer-elected on the basis of professional reputation and expertise in the preparation of wills and trusts, estate planning, probate, trust administration and related practice areas. The College’s mission includes the improvement and reform of probate, trust and tax laws and procedures and professional practice standards. ACTEC frequently offers technical comments with regard to legislation and regulations but does not take positions on matters of policy or political objectives.

Jennifer Smith offered industry expertise to attendees of the NAIFA DE Fall Symposium

WILMINGTON, DE (October 13, 2020) – McCollom D’Emilio Smith Uebler LLC partner Jennifer Smith presented for the National Association of Insurance and Financial Advisors (NAIFA) – Delaware Fall Symposium.

Smith presented on Delaware trust law, how the Trust Act has evolved over the years, and provided her insights on these recent changes based on her own expertise in the tax and estates field. Smith specifically explored some of the more recent developments, including the virtual witnessing and notarization of documents during the pandemic.

NAIFA Delaware is continuing to offer the opportunity for professionals to network, learn, and earn CE/CLE credits. The NAIFA DE Fall Symposium is an opportunity for industry leaders to help educate and network with attendees from all areas of insurance, financial advising, accounting, and legal fields.

About McCollom D’Emilio Smith Uebler

McCollom D’Emilio Smith Uebler is a Wilmington-based law firm specializing in trusts, estates, and tax; business transactions; and litigation. With a commitment to responsiveness, strategic thinking, and efficiency, the firm represents both corporate and individual clients in transactional and litigation matters. The firm was founded in 2018.

About NAIFA

Founded in 1890, NAIFA is the oldest, largest and most prestigious association representing the interests of financial services professionals from every Congressional district in the United States. Our mission – to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members – is the reason NAIFA has consistently and resoundingly stood up for financial services professionals and called upon members to grow their knowledge while following the highest ethical standards in the industry.

Jennifer Smith offered advice to students interested in trusts and estates careers

WILMINGTON, DE (October 6, 2020) – McCollom D’Emilio Smith Uebler LLC partner Jennifer Smith participated in a virtual Widener Law School Career Panel on October 6, 2020 with Anthony Dohring, Tax Attorney for the Delaware Community Reinvestment Action Council (DCRAC), and Margret O’Neill, a CPA whose practice focuses on estate planning.

Smith, Dohring and O’Neill provided career advice based on their own experience in the trusts and estates and tax fields from different perspectives. Panelists discussed the different paths available to attorneys including private practice, government and teaching. Widener Law students asked the panelists for guidance on their career paths as they prepare to enter the workforce in a historic time.

This presentation was hosted by the Widener Law School Tax & Estates Society. The society was established to encourage law students to learn about the specialized areas involved in trusts and estates and tax planning.

About McCollom D’Emilio Smith Uebler

McCollom D’Emilio Smith Uebler is a Wilmington-based law firm specializing in trusts, estates, and tax; business transactions; and litigation. With a commitment to responsiveness, strategic thinking, and efficiency, the firm represents both corporate and individual clients in transactional and litigation matters. The firm was founded in 2018.

About Widener Law School
Widener University is a metropolitan university that connects curricula to social issues through civic engagement.  Dynamic teaching, active scholarship, personal attention, applied leadership and experiential learning are key components of the Widener experience.  Its Delaware Law School is the First State’s only law school, providing juris doctor, legal graduate and paralegal degree programs with an emphasis on developing legal professionals who reflect the Delaware Way and its traditions of civility, integrity and mutual respect.  The school offers signature programs in corporate and business law, environmental law, family health law and policy, and trial advocacy.