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Personal Planning Strategies

USA - December 11 2019 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")...

Lindsay A Rehns, Nathan R. Brown, Albert W Gortz, David Pratt, Andrew M Katzenstein.

Wealth Management Update

USA - December 3 2019 The December Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.0, which is unchanged from the...

Lindsay A Rehns, Nathan R. Brown, Albert W Gortz, David Pratt, Andrew M Katzenstein.

Wealth Management Update

USA - November 4 2019 The November Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.0, which is up slightly from the...

Lindsay A Rehns, Nathan R. Brown, Albert W Gortz, David Pratt, Andrew M Katzenstein.

Wealth Management Update - October 2019

USA - September 30 2019 The October Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 1.8, which is lower than the September r...

Lindsay A Rehns, Nathan R. Brown, Albert W Gortz, David Pratt, Andrew M Katzenstein.

Wealth Management Update - September 2019

USA - September 5 2019 The September Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.2, which is identical to the August...

Lindsay A Rehns, Nathan R. Brown, Albert W Gortz, David Pratt, Andrew M Katzenstein.