Proskauer has released its Personal Planning Strategies Newsletter for March 2020. Among other recommendations made, Proskauer recommends the following:
- Update estate planning documents.
- Using zeroed out GRATs.
- Save failed GRATs.
- Renegotiate outstanding promissory notes.
- Look at tax filing extensions.
See full newsletter by clicking Proskauer: Personal Planning Strategies (Mar. 2020).
Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.
