Video: Estate and Tax Benefits of a ‘Basis Swap’

Brian Oard and Alvina H. Lo |
Wealth Planning

Andy Katzenstein, a partner in the Private Client Services Department at Proskauer Rose LLP, joined Wilmington Trust’s Alvina Lo and Brian Oard at the 2018 Hawaii Tax Institute Conference to explain the process of entering into a basis swap and the opportunities this exchange can create for estate and income tax benefits.Please see important disclosures at the end of the video.

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Video: Delaware’s Income Tax Advantage for Trusts

Jeffrey C. Wolken and Andrew J. Horwitz, CFP® |
Wealth Planning
Horwitz Wolken NC.jpg

Changes in the federal tax laws in 2017 provided a renewed focus on state income taxes and strategies available to help minimize these taxes. While personal trusts have been used most commonly as estate and gift tax planning vehicles, they now have increased importance as tools for minimizing a family’s federal and state income tax liability.

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