Managers

Brendan Lacy: Manager

  • Recent Articles
  • 7/12/2021

    2021 Estate Planning Environment: Part Two

    Part Two of our blog post series focuses on Senator Bernie Sanders’ proposal to change the estate and gift tax laws.  While President Biden’s proposal did not change the existing estate and gift tax laws, Bernie Sanders’ “For the 99.5%...
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  • 6/29/2021

    2021 Estate Planning Environment: Part One

    Now that the democrats have control of all three branches, there have been a few estate planning proposals that could significantly alter the estate planning landscape.  Over a series of three blogs, I will discuss: President Biden’s proposal to treat...
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  • 1/27/2021

    Estate Planning: Post Georgia Runoff Election

    After the 2020 election and Georgia runoffs, Democrats now control both the House and the Senate.  This has the potential to have a significant impact on estate and wealth transfer planning in 2021 and going forward.  Part of President Biden’s...
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