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The final part of our blog post series focuses on four common planning techniques under current law. Each strategy is summarized along with a description of how proposed legislation would limit its effectiveness: Intentionally Defective Grantor Trusts (IDGTs) An...
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%...
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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