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Wealth Management Update

USA - April 4 2022 The April Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.2% an increase from the March rate of 2…

Nathaniel W Birdsall, Mitchell M Gaswirth, Andrew M Katzenstein, David Pratt, Lindsay A Rehns

Wealth management update

USA - March 4 2022 The March Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.0%, a significant increase from the…

Nathaniel W Birdsall, Mitchell M Gaswirth, Andrew M Katzenstein, David Pratt, Lindsay A Rehns

Wealth Management Update

USA - October 6 2021 Federal interest rates increased slightly for October of 2021. The October applicable federal rate ("AFR") for use with a sale to a defective grantor…

Nathaniel W Birdsall, Mitchell M Gaswirth, Andrew M Katzenstein, David Pratt, Lindsay A Rehns

Personal planning strategies- Act now before the window of opportunity close

USA - October 5 2021 By now you have probably heard that the House Ways and Means Committee introduced legislation a few weeks ago (see Let the Estate Tax Planning Games…

Nathaniel W Birdsall, Mitchell M Gaswirth, Stephanie E Heilborn, Andrew M Katzenstein, Henry J. Leibowitz, David Pratt, Lindsay A Rehns, Jay D Waxenberg

Personal planning strategies

USA - September 23 2021 You have probably heard that the House Ways and Means Committee released proposals for increasing gift and estate taxes in order support legislation…

Nathaniel W Birdsall, Mitchell M Gaswirth, Stephanie E Heilborn, Andrew M Katzenstein, Henry J. Leibowitz, David Pratt, Lindsay A Rehns, Jay D Waxenberg