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27 Insights found for Private Clients, Trusts and Estates > Wealth Transfer Strategies

Advanced Planning for the Generation-Skipping Tax

American Bankers Association National Graduate Trust School

Atlanta, Ga.

The Engaged Beneficiary: What You Need to Know

Family Office Exchange Rising Gen Forum

Chicago, Ill.

The Use of S Corporations in Estate Planning

56th Annual Hawaii Tax Institute

Honolulu, Hawaii

Opportunities in a World Gone Mad

Sterling Trustees LLC

News Release

Schiff Hardin Expands Trusts & Estates Practice With Addition of Susan T. Bart in Chicago

Schiff Hardin LLP today announced that Susan T. Bart has joined the firm’s Private Clients, Trusts and Estates Group as a partner in the Chicago office.

Trending Legal Issue

Does a Repeal of the Death Tax Mean No Tax at Death?

Donald Trump’s election has raised the question of whether the federal estate tax will be repealed. Our recommendation: Do not stop planning based on the assumption that the estate tax is going away forever, and continue to use trusts because of the long-term wealth preservation benefits they provide.


IRS Issues Proposed New Regulations to Restrict or Eliminate Valuation Discounts

Proposed regulations released August 2, 2016 would permanently and profoundly change estate planning for families that own a controlling interest in a privately held corporation, partnership, or limited liability company.


Wealth Transfer Planning By the Numbers: The Unofficial 2017 Exclusions and Brackets

The official inflation adjustments for 2017 will not be released by the Treasury Department until late 2016, but the expected adjustments have been calculated for certain important wealth transfer numbers.


Enhanced Opportunity for GRATs as a Powerful Estate Planning Technique

The Internal Revenue Service (IRS) just released one of the all-time low interest rates applicable to certain wealth transfer techniques, including grantor retained annuity trusts (GRATs).