Three themes to maximize your wealth planning potential. Estate tax planning: Take advantage of the higher estate, gift, and generation-skipping transfer (GST) tax exemption—which was nearly doubled under the new tax law. Income tax planning: Take advantage of other state jurisdictions to reduce or mitigate your current (or future) state and local income taxation. Charitable
Once you’ve exited your business, you want to be sure your legacy capital is part of your overall plan. Learn about wealth planning for business owners.
This article was published in Steve Leimberg’s Estate Planning Newsletter and provides a discussion on the Sharabani v. Sharabani case. With the increasing overlap between the trust and estates and matrimonial practices, trusts and estates practitioners often become involved in premarital planning for their clients, or their clients’ children. It’s important for practitioners to be