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Gifting strategies should be reviewed in light of changes to federal income tax law, the increasing disparity in state income tax rates and the fact that, for many clients, income tax savings will be the primary concern. Similarly, existing and new irrevocable trusts may benefit from a review of income tax factors.
Rather than list the many factors involved, we thought a few examples might be helpful:
Day Pitney Estate Planning Update
Day Pitney Estate Planning Update
Day Pitney Estate Planning Update
Day Pitney Estate Planning Update
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This website may use cookies, pixel tags and other passive tracking technologies, including Google Analytics, to improve functionality and performance. For more information, see our Privacy Policy. By using our website, you are consenting to our use of these tracking technologies. You can alter the configuration of your browser to refuse to accept cookies, but if you do so, it is possible that some areas of web sites that use cookies will not function properly when you view them. To learn more about how to delete and manage cookies, refer to the support instructions for each browser (e.g., see AllAboutCookies.org). You may locate Google Analytics' currently available opt-outs for the web here.