All Wealth Planning Content

Top 10 Developments, Lessons, and Reminders of 2016

Sharon Klein |
Wealth Planning
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This article reprint was published in the January 17, 2017 edition of the New York Law Journal Trusts & Estates section and provides an overview of new legislation, important regulatory guidance, and instructive case law, including: The estate tax cliff, disparity between New York and federal exclusion amounts, and lack of portability make planning critical. A reminder of the

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The State of the States: 2016

Sharon Klein |
Wealth Planning
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This article reprint was published in the January 2017 edition of Trusts & Estates magazine and provides a comprehensive overview of key state-level planning developments across the U.S. Estate and gift tax developments. Planning considerations for children conceived after the death of a genetic parent, with stored genetic material. Ownership, transfer, and disposition of digital assets. This article

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