Craig Dalton

Estate Planning After the American Taxpayer Relief Act

Congress adopted the American Taxpayer Relief Act (the Act), effective January 1, 2013. The Act made permanent tax rates and exemptions for estate, gift, and generation-skipping transfer (GST) taxes. Prior laws incorporated...more

2/11/2013 - American Taxpayer Relief Act Estate Planning Estate Tax Fiscal Cliff Generation-Skipping Transfer Gift-Tax Exemption Portability Roth Conversions