This article reprint was published in the January 2020 edition of Trusts & Estates magazine and provides an overview of some key state-level trust law and planning developments across the U.S. 

  • The latest estate and gift tax changes are discussed. 
  • State-level portability developments are shared.
  • A discussion on most recent states enacting electronic will legislation is included.

Other state updates include how fiduciary access to digital asset legislation is sweeping the country; the latest trends for self-settled asset protection trusts; and breaking directed trust legislation enhancements.  

Due to copyright restrictions imposed by Trusts & Estates Magazine, the PDF is read-only, and cannot be printed. If you would like a hard copy reprint of the article, please let the author know, and she will be happy to mail one to you. 

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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