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Wealth Management Update

USA - May 4 2022 The May Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.0%, a sharp increase from the April rate…

Nathaniel W Birdsall, Mitchell M Gaswirth, Stephanie E Heilborn, Andrew M Katzenstein, Henry J. Leibowitz

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, Albert W Gortz, Andrew M Katzenstein, 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, Albert W Gortz, Andrew M Katzenstein, Lindsay A Rehns

Wealth Management Update

USA - February 1 2022 The February Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 1.6%, which is unchanged from the…

Nathaniel W Birdsall, Mitchell M Gaswirth, Stephanie E Heilborn, Andrew M Katzenstein, Lindsay A Rehns

Personal Planning Strategies

USA - December 16 2021 The estate and gift tax regimes have been permanent and unified since the passage of The American Taxpayer Relief Act of 2012 (the "2012 Act"). In…

Nathaniel W Birdsall, Mitchell M Gaswirth, Daniel W. Hatten, Stephanie E Heilborn, Andrew M Katzenstein, Henry J. Leibowitz, Lindsay A Rehns, Caroline Robbins, Jay D Waxenberg