Nathaniel Birdsall: Personal Planning Strategies – September 2021 (September 22, 2021)

Nathaniel Birdsall of Proskauer Rose LLP, has made available for download his article, “Personal Planning Strategies – September 2021,” published on JDSUPRA. The abstract begins as follows:

Last Call for SLATs, GRATs, and the Use of the Enhanced Gift Tax Exemption?

You have probably heard that the House Ways and Means Committee released proposals for increasing gift and estate taxes in order support legislation being advanced by the Democratic majority in Congress. If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing before new legislation passes, you undoubtedly will receive these over the next few months. The purpose of this newsletter is to provide our top thoughts for planning now while the current law is still in effect. We are purposefully keeping it short, sweet and non-technical. For those of you that are interested in the technical details, please see our link to a professionally based estate planning newsletter that delves into the tax details. Here are our top five recommendations so that you may take action now:

Click here to view Nathaniel Birdsall’s summary of “Personal Planning Strategies – September 2021”

Posted by Anthony Tran, Associate Editor, Wealth Strategies Journal

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