Search Insights


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

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.

News Release

Bart Compiles ACTEC Comprehensive Pocket Tax Guide

Schiff Hardin LLP is pleased to announce that Partner Susan Bart served as one of the compiling editors for the American College of Trust and Estate Counsel (ACTEC) Pocket Tax Tables guide.

News Release

Schiff Hardin Joins the Family Wealth Alliance

Schiff Hardin LLP is pleased to announce its membership in the Family Wealth Alliance (FWA), a multifamily wealth organization whose member firms serve approximately 7,000 private families around the country and advise on approximately $2.5 trillion of assets.

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Donald Trump’s election has raised the question of whether the federal estate tax will be repealed.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).


2021 Estate Planning Outlook: Transfer Tax Changes on the Horizon

The big question in the estate planning world today is whether, when, and to what extent Congress will enact changes to gift, estate, and income tax laws.