Case Summaries Transfer Planning in 2021, Including Transfers in Anticipation of Possible Retroactive Transfer Tax Legislation

Stephen R. Akers

Sep 10, 2021
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What are the prospects for a reduction of the estate/gift tax exclusion amount or other significant legislative changes? Practical alternatives are discussed for clients who are fearful that gifted assets may be needed later or are concerned about possibly having to pay gift tax because of retroactive tax legislation.  

Senior Fiduciary Counsel