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Aug 1, 2010 12:00 PM
Scratching Your Head Over 2010 Estate Plans?
Four leading industry experts weigh in on the estate-tax conundrum
We're now entering the eighth month of 2010 — a year in which we've had no estate tax. We're also facing possible legislation and uncertainty on other issues including the allowable terms and forms of grantor retained annuity trusts (GRATs) and the continuation of the valuation discounts in family limited partnerships (FLPs). What effect has this had on estate-planning practitioners and what are their clients doing to prepare for an uncertain future? We asked four leading estate-planning experts — David A. Handler (DAH), David R. Hodgman (DRH), Charles A. Redd (CAR) and Joshua S. Rubenstein (JSR) — to answer the following four questions on the effect of the lapsed estate tax:
Are you finding your clients receptive to doing estate planning now instead of waiting for the laws to be more certain?
What problems are you experiencing with estates of people who have died in 2010?
Do you believe retroactive changes in the law will occur before the end of 2010?
Do you believe it's more likely out of revenue concerns and politics that Congress will allow 2010 to pass and 2011 to occur without change?
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
E-Newsletter Signup
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