Sep 23, 2016

Brave New World of Estate Planning

On September 23, 2016, Jane Peebles published the article, "Brave New World of Estate Planning," which examines how the reunification of the gift, estate and generation-skipping transfer taxes, the increased applicable exemption amounts, and the availability of portability of unused exemption have opened up an entirely new world of tax planning opportunities for modest estates. As a result, she shares that many leading practitioners at the intersection of income and estate tax planning are finding their new focus to be tax basis management and overall tax minimization.

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