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2021 Ushers in Decreased D.C. Estate Tax Exemption, Potential Additional Probate and Estate Tax Legislation

USA - January 5 2021 Last year, the D.C. Council passed the "Estate Tax Adjustment Amendment Act of 2020," which broadens the reach of the D.C. estate tax to make up for…

Anne J. O'Brien, Beth Shapiro Kaufman, Megan E. Wernke.

“May Day” GRATs: An Excellent Estate Planning Opportunity

USA - April 30 2020 A confluence of events makes May 2020 a very attractive month for funding grantor retained annuity trusts, better known as “GRATs.” As an adjunct to…

Anne J. O'Brien, Beth Shapiro Kaufman, Megan E. Wernke.

Timely Estate Planning Techniques, Including “May Day” GRATs

USA - April 30 2020 The current financial and political environment creates unique estate planning opportunities. Depressed stock prices and low interest rates, together…

Anne J. O'Brien, Beth Shapiro Kaufman, Megan E. Wernke.

Congress Takes the Stretch Out of IRAs (and Other Retirement Assets)

USA - January 6 2020 Recent changes in the tax law make 2020 an ideal time to review the beneficiary designations on your retirement accounts. In particular, if you have…

Alison F. Egan, Anne J. O'Brien, Beth Shapiro Kaufman, Megan E. Wernke.