Our Thoughts On

Sort by

Categories
Authors

Gregory Allison

Articles 1 - 5 of 5

Estates and Trusts Tax Update - November 2021

Get the latest estates and trusts tax updates from our estate planning professionals.

The Estate Tax, or Lack Thereof, Under the Tax Cuts and Jobs Act of 2017

On November 2, 2017, the House Committee on Ways and Means released a tax reform plan known as the Tax Cuts and Jobs Act (the “Act”). As expected,

New Estate Tax Portability Relief

The federal estate tax provides a lifetime exemption of $5,490,000 (for 2017) per person. That means that the first $5,490,000 of assets owned at death

What a Trump Presidency Means for the Estate Tax

When President-elect Donald Trump first rolled out his much-anticipated tax plan as a Presidential candidate earlier this year, his plan to eliminate the
Register to receive our weekly newsletter with our most recent columns and insights.

Reverse gifting? What is it? Should I do it?

All too frequently, high-net worth individuals that have engaged an estate planner have been presented various gifting strategies designed to reduce their
Register to receive our weekly newsletter with our most recent columns and insights.

This site uses cookies to ensure that we give you the best user experience. Cookies assist in navigation, analyzing traffic and in our marketing efforts as described in our Privacy Policy.

×