January 2017
by Steve Akers |
Estate Planning Current Developments
and Hot Topics
(FINAL for 2016)
Introduction
This summary of current developments includes some observations from the 50th Annual Philip E. Heckerling Institute on Estate Planning as well as various other current developments in 2016 (including the Section 2704 Proposed Regulations).
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Copyright © 2017 Bessemer Trust Company, N.A. All rights reserved.
Important Information Regarding This Summary
This summary is for your general information. The discussion of any estate planning alternatives and other observations herein are not intended as legal or tax advice and do not take into account the particular estate planning objectives, financial situation or needs of individual clients. This summary is based upon information obtained from various sources that Bessemer believes to be reliable, but Bessemer makes no representation or warranty with respect to the accuracy or completeness of such information. Views expressed herein are current only as of the date indicated, and are subject to change without notice. Forecasts may not be realized due to a variety of factors, including changes in law, regulation, interest rates, and inflation.