Assault on Estate Planning Trusts

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Over the past couple of years, the Biden Administration has proposed significant and far-reaching revisions to trust law. In addition, the Treasury Department has been asked to revise long-standing positions in published revenue rulings. The proposed changes would limit trust planning techniques available to wealthy individuals to transfer wealth to the next generation. All this is happening at a time when we are faced with the sunset of many tax provisions. This presentation will provide insight into the proposals and discuss what, if anything, our clients can do now.

Topic(s): Estate Planning
Presenter(s): Terri Tassell Getman; Tracey Ullom
Session#: FIN2401-304
Session Length: 45 minutes
Program: 2024 Finseca Advanced Markets
Date: May 24, 2024

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Assault on Estate Planning Trusts

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Presenters

Terri Tassell Getman

Tracey Ullom

Resources

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