Loeb & Loeb: High Net Worth Family Tax Report Vol. 14 No. 1 (Jan. 3, 2020): SLATS, 2020 Election Year Changes, Inflation Adjustments, etc.

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

To see full newsletter, click Loeb & Loeb: High Net Worth Family Tax Report Vol. 14 No. 1 (Jan. 3, 2020).

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal..

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