Case Summaries The Top Ten Estate Planning and Estate Tax Developments of 2022

Ronald D. Aucutt

Jan 09, 2023
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Ron Aucutt, Senior Fiduciary Counsel, analyzes what he has identified as the top ten estate planning and estate tax developments of 2022, including valuation tools and rules (for valuing both assets and deductions), retirement plan distributions, IRS funding, IRS rulemaking, arbitration, gifts with retained benefit or control, flexible charitable remainder trusts, and split-dollar life insurance.