Case Summaries Top Ten Estate Planning and Estate Tax Developments of 2019

Ronald D. Aucutt

Jan 08, 2020

Ron Aucutt’s annual list (with detailed analysis) of the 2019 Top Ten estate planning and estate developments include topics addressing business valuation, “clawback” and portability, the deductibility of estate and trust administration expenses, electronic wills, retirement planning, legislative issues including introduced legislation that may foreshadow future law, and states’ income taxation of trusts and estate taxation of QTIP trusts.

Ron Aucutt
Senior Fiduciary Counsel
Ron is responsible for working with clients and their advisors to develop practical and efficient wealth transfer plans, and for guiding the firm on fiduciary issues.