Loeb & Loeb has issued its latest High Net Worth Family Tax Report. The topics covered, with links to the report are as follows:
- Using Spousal Lifetime Access Trusts to Exploit the Higher Exemption Amounts
- Using Your Non-GST Trust to Lock in High Exemption Amount
- New Flat Private Foundation Excise Tax
- Proposed Regulations Regarding Gain on Sales of Certain Partnership Interests
- Health Care Documents and Powers of Attorney for Young Adults
- Inflation Adjustments for 2020
- 2020 Election Year Changes – Stay Tuned
Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.
