Estate Planning

What issues and developments are attorneys encountering as we head into 2023?

Practical advice to serve those types of clients.

The shift to working remotely comes with tax return implications.

The US lifetime estate-and-gift tax exemption is up to almost $26 million for married couples after the highest inflation in decades adjusted the threshold.

Here’s a sample letter encouraging clients to formulate commitments for 2023.

What are the tax implications?

A ranking of jurisdictions based on their asset protection statutes including the effect of the UVTA on these laws.

An update on key planning developments.

Mitigation of exit and inheritance tax.