Trusts and Estates > Briefing > Estate Tax Exemption Portability?

Jul 7, 2009 1:49 PM

Estate Tax Exemption Portability?

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It would provide a valuable bailout for certain clients—but could hurt others.

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Jeffrey A. Baskies is a partner in Katz Baskies LLC in Boca Raton, Fla.

Most everyone expects estate tax reform in the not-too-distant future. There have been many ideas shared and even seminars sponsored to address the topic, but at this point nobody knows for sure what will come.

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