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 is for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product or services. It is not designed or intended to provide financial, tax, legal, or accounting, or other professional advice since such advice always requires consideration of individual circumstances. If professional advice is needed, the services of a professional advisor should be sought. 

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