Recent Archives | McCollom D'Emilio Smith Uebler LLC

Category: Recent

August 17, 2023

MDSU Attorneys Named Best Lawyers in America

Wilmington, DE – August 17, 2023 – McCollom D’Emilio Smith Uebler LLC attorneys Matthew D’Emilio, Thomas Uebler, and Kathleen Murphy have been recognized by The Best Lawyers in America. D’Emilio was recognized for his work in trust and estates. D’Emilio has been honored in this category since 2015. Uebler was recognized for his work in trusts and estates litigation, making this his sixth consecutive year to be selected by Best Lawyers. Murphy was again named Best Lawyers: Ones to Watch® in America for her work in commercial litigation, corporate governance and compliance law, and litigation – securities.

D’Emilio focuses his practice on estate planning and wealth transfer, estate and trust litigation, estate and trust administration, business transactions, and tax law. Uebler and Murphy practice fiduciary and corporate litigation in the Delaware Court of Chancery and other Delaware courts, and advise clients on statutory and fiduciary duties under Delaware law.

Best Lawyers, the oldest peer review publication in the legal profession, compiles its annual list of distinguished lawyers by conducting national surveys in which thousands of lawyers provide substantive evaluations of their peers.

July 27, 2023

McCollom D’Emilio Smith Uebler Honored by Chambers High Net Worth

Wilmington, DE (July 27, 2023) – In its 2023 guide, Chambers High Net Worth ranked McCollom D’Emilio Smith Uebler LLC (MDSU) for Private Wealth Law in Delaware. MDSU was ranked Band 3 for the second consecutive year. “McCollom D’Emilio Smith Uebler is a great boutique firm that focuses on [private wealth law],” says a source.

MDSU members Matthew D’Emilio and Jennifer Smith were also recognized in the Chambers High Net Worth 2023 rankings for Private Wealth Law in Delaware.

D’Emilio was recognized in the Band 2 category, and this is his eighth year as a Chambers honoree. According to Chambers, “Matthew D’Emilio has deep experience handling wealth transfer and asset protection strategies for high net worth individuals. D’Emilio also handles significant trusts and estates litigation mandates.” “[D’Emilio] is a great advocate to the client and is very trusted,” says a source.

Smith was recognized in the Band 3 category, and this is her sixth year as a Chambers honoree. Her Chambers review notes, “Jennifer Smith excels in advising high net worth clients on trust and estate planning and administration. Smith advises beneficiaries and trustees on trust modification matters, migrating trusts to Delaware and termination of trusts.”

Chambers and Partners is an independent research company operating across 200 jurisdictions delivering detailed rankings and insight into the world’s leading lawyers and law firms.

May 23, 2023

McCollom D’Emilio Smith Uebler Attorneys Named 2023 Delaware Super Lawyers

WILMINGTON, DE (May 23, 2023) – McCollom D’Emilio Smith Uebler LLC Members Matthew P. D’Emilio and Thomas A. Uebler, have been recognized as 2023 Delaware Super Lawyers. Associates Tara S. Hersh and Adam J. Waskie have been recognized by Super Lawyers as 2023 Rising Stars. Matt, Tom, Tara, and Adam join the top %5 of attorneys practicing in the state of Delaware to be recognized by Super Lawyers in 2023. Read More

May 15, 2023

McCollom D’Emilio Smith Uebler attorney featured in Bloomburg Tax: Tax Management Estates, Gifts and Trusts Journal

Jennifer Smith publishes on estate planning strategies for Grantor trusts.

WILMINGTON, DE (May 15, 2023) – Co-authored by McCollom D’Emilio Smith Uebler LLC member Jennifer Smith and Kristen Curatolo of Kirkland & Ellis LLP for the May 2023 issue of Bloomberg Tax: Tax Management Estates, Gifts and Trusts Journal, “Strategies for Mitigating the ‘Burn’ of Grantor Trust Status” explores practical estate planning solutions for managing both the financial and emotional burden of income tax liability for trustors who establish a Grantor trust.

About Bloomberg Tax Management, Estates, Gifts and Trusts Journal
Bloomberg Tax was built on the deep-seated history of The Bureau of National Affairs (BNA) – combining respected tax research and proven software into a suite of resources that continues to innovate, differentiate, and lead the industry with powerful calculations, trusted intelligence, and modeling software.

March 24, 2023

McCollom D’Emilio Smith Uebler attorneys featured in Trusts & Estates Journal

Jennifer Smith and Riley McGray Publish on New Uniform Law Permitting Electronic Signatures on Estate Planning Documents

WILMINGTON, DE (March 24, 2023) – McCollom D’Emilio Smith Uebler LLC member Jennifer Smith, associate Riley McGray, and Michelle Hong of Northern Trust, co-authored an article, available in the April 2023 issue of Trusts & Estates, examining the Uniform Law Commission’s recently approved Uniform Electronic Estate Planning Documents Act (UEEPDA), which enables electronic signatures for many estate planning documents. Delaware pioneered legislation in 2021 authorizing electronic execution of a wide range of estate planning documents. The article highlights similarities and differences between UEEPDA and the Delaware statute and the evolving landscape of electronic execution.

About Trusts & Estates
Trusts & Estates is the pre-eminent peer review journal and website for wealth management professionals, serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined donors and non-profit corporations.

November 3, 2022

MDSU Ranked by U.S. News – Best Lawyers® “Best Law Firms” for 2023

WILMINGTON, DE (November 3, 2022) – McCollom D’Emilio Smith Uebler LLC (MDSU) has been ranked in the U.S. News – Best Lawyers® “Best Law Firms” 2023 edition. MDSU’s Litigation – Trusts & Estates practice received a Tier 1 ranking, while the Trusts & Estates Law practice was ranked Tier 2. MDSU received this honor among an elite group of over 2,000 national firms this year. Of those, MDSU is one of only 500 firms to receive at least one Tier 1 national ranking.

McCollom D’Emilio Smith Uebler LLC is a nationally recognized Delaware-based law firm focusing on trusts, estates, and tax; business transactions; and litigation. MDSU represents corporate and individual clients in a range of transactional and litigation matters.

Best Lawyers® is the oldest and most respected peer-review publication company in the legal profession. Best Lawyers lists of outstanding lawyers are compiled by conducting exhaustive peer review surveys in which tens of thousands of leading lawyers confidentially evaluate their professional peers. Lawyers are not permitted to pay any fee to participate in or be recognized by Best Lawyers.

August 18, 2022

MDSU Attorneys Named 2023 Best Lawyers

WILMINGTON, DE (August 18, 2022) – McCollom D’Emilio Smith Uebler LLC Members Matthew P. D’Emilio and Thomas A. Uebler, and Councel Kathleen P. Murphy, have been recognized as 2023 Best Lawyers in America®. Matt is the 2023 Lawyer of the Year for Trusts & Estates in Wilmington, DE. Elected by peers, Matt joins the top 6% of practicing lawyers to receive this honor. Tom received a Best Lawyers® award for his work in Trusts & Estates Litigation for the fifth consecutive year. Kathleen has been named Best Lawyers: Ones to Watch in America™ for Commercial Litigation, Corporate Governance and Compliance Law and Litigation – Securities.

Matt practices in the areas of estate planning and wealth transfer, estate and trust litigation, estate and trust administration, business transactions, and tax law. He routinely counsels both individual and corporate trustees in all matters related to estates and trusts, including providing representation in the Delaware Court of Chancery and the Pennsylvania Orphans’ Court. Tom practices corporate and fiduciary litigation in the Delaware Court of Chancery and other Delaware courts and ADR proceedings. He represents both plaintiffs and defendants as lead counsel and local Delaware counsel. In addition to his litigation practice, Tom counsels clients on statutory and fiduciary duties under Delaware law. Kathleen’s practice centers on corporate and fiduciary litigation in Delaware and Pennsylvania. Kathleen counsels both individual and corporate trustees in all corporate, business and trust litigation matters.

McCollom D’Emilio Smith Uebler LLC is a nationally recognized Delaware-based law firm focusing on trusts, estates, and tax; business transactions; and litigation. MDSU represents corporate and individual clients in a range of transactional and litigation matters.

Best Lawyers is the oldest and most respected peer-review publication company in the legal profession. Best Lawyers lists of outstanding lawyers are compiled by conducting exhaustive peer review surveys in which tens of thousands of leading lawyers confidentially evaluate their professional peers. Lawyers are not permitted to pay any fee to participate in or be recognized by Best Lawyers.

August 15, 2022

Tara Hersh accepted into the Mid-Atlantic Fellows Institute of ACTEC

Wilmington, DE (August 15, 2022) – Tara S. Hersh, an associate at the law firm of McCollom D’Emilio Smith Uebler LLC (MDSU) in Wilmington, has been accepted into Class III of the Mid-Atlantic Fellows Institute of the American College of Trust and Estate Counsel (ACTEC).

Tara earned her J.D. from the George Mason University School of Law in Arlington, VA and earned a B.S. degree in Finance and Accounting from Wilmington University in Wilmington, DE. She joined MDSU in 2020.

The Mid-Atlantic Fellows Institute was created by ACTEC Fellows to develop the profession’s future leaders in trust and estate law through a series of in-depth educational presentations led by outstanding subject matter experts in each field from across the U.S. The institute includes six sessions for lawyers who were nominated by an ACTEC Fellow and selected through a competitive application process. The program begins in September 2022 and concludes in April 2023. For more information, visit www.midatlanticfellowsinstitute.org.

The American College of Trust and Estate Counsel is a national organization of lawyers elected to membership by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors.

July 15, 2022

McCollom D’Emilio Smith Uebler Honored by Chambers

Wilmington, DE (July 15, 2022) – In its 2022 guide, Chambers High Net Worth ranked McCollom D’Emilio Smith Uebler LLC (MDSU) for Private Wealth Law in Delaware. “They have got a great practice.” remarked a source regarding the MDSU Trusts and Estates group.

MDSU partners Matthew D’Emilio and Jennifer Smith were also recognized in the Chambers High Net Worth 2022 rankings for Private Wealth Law in Delaware. D’Emilio was recognized in the Band 2 category. Smith was recognized in the Band 3 category.

D’Emilio focuses his practice on estate planning and wealth transfer, estate and trust litigation, estate and trust administration, business transactions, and tax law. “He has a very good work ethic,” says a source, who adds: “He handles a lot of different matters and handles them well.” This is D’Emilio’s seventh year as a Chambers’ honoree.

Smith focuses her practice on estate planning, estate and trust administration, tax planning wealth preservation, and fiduciary litigation. Noted by a peer “Jennifer is a pleasure to work with.” This is Smith’s fifth year as a Chambers’ honoree.

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.

About Chambers

Chambers and Partners is an independent research company operating across 200 jurisdictions delivering detailed rankings and insight into the world’s leading lawyers.

May 16, 2022

Grantor Trust Reimbursement Statutes

See below links to article and presentation, co-authored by Jennifer Smith and Kristen Curatolo, regarding Grantor Trust Reimbursement Statutes.

Article
Presentation

Kristen Curatolo and I will be presenting on the topic of Grantor Trust Reimbursement Statutes at the ABA Hybrid 2022 May Tax Meeting on May 14th in Washington, DC. Join us to meet and learn from the country’s leading tax professionals and government officials, discussing the latest international, federal, state, and local tax policies, and more.

Jennifer Smith publishes on estate planning strategies for Grantor trusts.

Jennifer Smith and Riley McGray Publish on New Uniform Law Permitting Electronic Signatures on Estate Planning Documents

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